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
Q2 		– Sell
-11,825
Closed -$100K – 177
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 $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mezzasalma Advisors's WIW Position: Q2 2026 in Review

Mezzasalma Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 11,825 shares — an estimated $100K sold.

Mezzasalma Advisors first reported a position in WIW in Q4 2024 and held it in 6 quarters. The position peaked at $101K in Q3 2025. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Mezzasalma Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 11,825 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $100K.
  • Mezzasalma Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and held it in 6 quarters.
  • Mezzasalma Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $101K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.