NFG
WIW

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
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
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

Nations Financial Group's WIW Position: Q1 2026 in Review

Nations Financial Group reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 15% in Q1 2026, selling an estimated $19.5K and leaving 12,566 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #759.

Nations Financial Group first reported a position in WIW in Q3 2024 and has held it in 7 quarters since. The position peaked at $155K in Q3 2024. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Nations Financial Group held 12,566 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $106K as of Q1 2026.
  • Nations Financial Group sold 2,263 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $19.5K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #759 holding.
  • Nations Financial Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Nations Financial Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $155K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.