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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
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 $1.66T 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