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WIW

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

NewEdge 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 		$17.3K Buy
2,056
+45
+2% +$382 ﹤0.01% 3398
2026
Q1 		$17K Buy
2,011
+43
+2% +$370 ﹤0.01% 3244
2025
Q4 		$16.9K Buy
1,968
+42
+2% +$369 ﹤0.01% 3305
2025
Q3 		$17.1K Buy
1,926
+40
+2% +$354 ﹤0.01% 3168
2025
Q2 		$16.5K Buy
1,886
+41
+2% +$352 ﹤0.01% 3021
2025
Q1 		$16.2K Buy
1,845
+38
+2% +$327 ﹤0.01% 2934
2024
Q4 		$14.9K Buy
1,807
+38
+2% +$328 ﹤0.01% 2897
2024
Q3 		$15.6K Buy
1,769
+36
+2% +$310 ﹤0.01% 2789
2024
Q2 		$14.7K Sell
1,733
-65
-4% -$555 ﹤0.01% 2719
2024
Q1 		$15.5K Buy
1,798
+36
+2% +$309 ﹤0.01% 2716
2023
Q4 		$15.3K Buy
1,762
+35
+2% +$295 ﹤0.01% 2684
2023
Q3 		$14.2K Buy
1,727
+44
+3% +$385 ﹤0.01% 2472
2023
Q2 		$14.9K Buy
1,683
+43
+3% +$391 ﹤0.01% 2475
2023
Q1 		$15K Buy
1,640
+41
+3% +$382 ﹤0.01% 2437
2022
Q4 		$15 Buy
+1,599
New +$15K ﹤0.01% 3650

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

NewEdge Advisors's WIW Position: Q2 2026 in Review

NewEdge Advisors increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 2.2% in Q2 2026, buying an estimated $382 and bringing the position to 2,056 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

NewEdge Advisors first reported a position in WIW in Q4 2022 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • NewEdge Advisors held 2,056 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $17.3K as of Q2 2026.
  • NewEdge Advisors bought 45 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $382.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3398 holding.
  • NewEdge Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2022 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.