MFG
WIW

Merit Financial Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Merit Financial Group’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
Q2 		$171K Buy
20,370
+1,753
+9% +$14.9K ﹤0.01% 2148
2026
Q1 		$158K Sell
18,617
-237
-1% -$2.04K ﹤0.01% 1974
2025
Q4 		$162K Sell
18,854
-813
-4% -$7.15K ﹤0.01% 1851
2025
Q3 		$175K Sell
19,667
-130
-0.7% -$1.15K ﹤0.01% 1693
2025
Q2 		$173K Buy
19,797
+8,385
+73% +$72K ﹤0.01% 1582
2025
Q1 		$100K Buy
+11,412
New +$98.4K ﹤0.01% 1356

Other funds holding WIW

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Merit Financial Group's WIW Position: Q2 2026 in Review

Merit Financial Group increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 9.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 20,370 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Merit Financial Group first reported a position in WIW in Q1 2025 and has held it in 6 quarters since. The position peaked at $175K in Q3 2025. 12 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Merit Financial Group held 20,370 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $171K as of Q2 2026.
  • Merit Financial Group bought 1,753 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $14.9K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2148 holding.
  • Merit Financial Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $175K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.