MA
WIW

Mezzasalma Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Mezzasalma Advisors’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 		$100K Buy
11,825
+255
+2% +$2.19K 0.03% 155
2025
Q4 		$99.3K Buy
11,570
+244
+2% +$2.15K 0.02% 160
2025
Q3 		$101K Buy
11,326
+237
+2% +$2.1K 0.03% 160
2025
Q2 		$97.1K Buy
11,089
+237
+2% +$2.03K 0.03% 145
2025
Q1 		$95.4K Buy
10,852
+226
+2% +$1.95K 0.03% 147
2024
Q4 		$87.9K Buy
+10,626
New +$91.8K 0.03% 143

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

Mezzasalma Advisors's WIW Position: Q1 2026 in Review

Mezzasalma Advisors increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 2.2% in Q1 2026, buying an estimated $2.19K and bringing the position to 11,825 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #155.

Mezzasalma Advisors first reported a position in WIW in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Mezzasalma Advisors held 11,825 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $100K as of Q1 2026.
  • Mezzasalma Advisors bought 255 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $2.19K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.03% of Mezzasalma Advisors's portfolio in Q1 2026, its #155 holding.
  • Mezzasalma Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $101K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.