MSFP
WIW

Mark Sheptoff Financial Planning’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26K Hold
500
– – ﹤0.01% 449
2025
Q4 		$4.29K Hold
500
– – ﹤0.01% 445
2025
Q3 		$4.45K Hold
500
– – ﹤0.01% 422
2025
Q2 		$4.38K Buy
+500
New +$4.29K ﹤0.01% 409

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's WIW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q1 2026 at 500 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Mark Sheptoff Financial Planning first reported a position in WIW in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.45K in Q3 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $4.26K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q1 2026.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #449 holding.
  • Mark Sheptoff Financial Planning first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $4.45K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.