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

Nations 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	–	Sell	-12,566	Closed	-$106K	–	834
2026 Q1	$106K	Sell	12,566 -2,263	-15%	-$19.5K	0.01%	759
2025 Q4	$127K	Buy	14,829 +469	+3%	+$4.13K	0.01%	734
2025 Q3	$128K	Buy	14,360 +185	+1%	+$1.64K	0.01%	699
2025 Q2	$124K	Buy	14,175 +185	+1%	+$1.59K	0.01%	668
2025 Q1	$123K	Buy	13,990 +162	+1%	+$1.4K	0.01%	643
2024 Q4	$114K	Sell	13,828 -3,675	-21%	-$31.8K	0.01%	655
2024 Q3	$155K	Buy	+17,503	New	+$151K	0.01%	653

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Nations Financial Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 12,566 shares — an estimated $106K sold.

Nations Financial Group first reported a position in WIW in Q3 2024 and held it in 7 quarters. The position peaked at $155K in Q3 2024. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Nations Financial Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
Nations Financial Group sold 12,566 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $106K.
Nations Financial Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and held it in 7 quarters.
Nations Financial Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $155K in Q3 2024.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.