Northwestern Mutual Wealth Management
WIW

Northwestern Mutual Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-6,545
Closed -$56.2K – 4492
2025
Q4 		$56.2K Buy
+6,545
New +$57.6K ﹤0.01% 2352
2024
Q2 		– Sell
-185
Closed -$1.6K – 3844
2024
Q1 		$1.6K Buy
+185
New +$1.59K ﹤0.01% 3102
2022
Q4 		– Sell
-71
Closed -$1K – 3487
2022
Q3 		$1K Buy
+71
New +$730 ﹤0.01% 3035
2022
Q2 		– Sell
-104,394
Closed -$1.25M – 3508
2022
Q1 		$1.25M Sell
104,394
-20,298
-16% -$252K ﹤0.01% 771
2021
Q4 		$1.69M Sell
124,692
-371,480
-75% -$5.02M ﹤0.01% 655
2021
Q3 		$6.59M Sell
496,172
-467,321
-49% -$6.22M 0.01% 339
2021
Q2 		$12.6M Buy
963,493
+418,999
+77% +$5.34M 0.02% 234
2021
Q1 		$6.62M Buy
544,494
+412,799
+313% +$5.07M 0.01% 293
2020
Q4 		$1.63M Sell
131,695
-1,892
-1% -$22.1K ﹤0.01% 530
2020
Q3 		$1.5M Sell
133,587
-28,350
-18% -$322K ﹤0.01% 486
2020
Q2 		$1.77M Sell
161,937
-2,425
-1% -$25.5K 0.01% 422
2020
Q1 		$1.57M Sell
164,362
-119,312
-42% -$1.33M 0.01% 399
2019
Q4 		$3.27M Buy
283,674
+5,637
+2% +$63K 0.01% 317
2019
Q3 		$3.08M Sell
278,037
-9,658
-3% -$108K 0.01% 318
2019
Q2 		$3.22M Sell
287,695
-838
-0.3% -$9.11K 0.01% 310
2019
Q1 		$3.1M Sell
288,533
-10,773
-4% -$114K 0.01% 303
2018
Q4 		$3.04M Sell
299,306
-4,116
-1% -$42.7K 0.02% 290
2018
Q3 		$3.29M Buy
303,422
+1,927
+0.6% +$21.2K 0.02% 260
2018
Q2 		$3.36M Sell
301,495
-1,552
-0.5% -$17.4K 0.02% 244
2018
Q1 		$3.43M Sell
303,047
-6,853
-2% -$78.6K 0.02% 235
2017
Q4 		$3.54M Sell
309,900
-3,898
-1% -$44K 0.02% 227
2017
Q3 		$3.54M Sell
313,798
-69,837
-18% -$782K 0.03% 217
2017
Q2 		$4.23M Buy
383,635
+22,671
+6% +$252K 0.03% 199
2017
Q1 		$4.03M Buy
360,964
+62,132
+21% +$693K 0.04% 196
2016
Q4 		$3.33M Buy
+298,832
New +$3.3M 0.04% 212
2016
Q3 		– Sell
-267,644
Closed -$2.97M – 1531
2016
Q2 		$2.97M Sell
267,644
-1,711
-0.6% -$18.8K 0.04% 203
2016
Q1 		$2.98M Buy
269,355
+1,109
+0.4% +$11.5K 0.05% 183
2015
Q4 		$2.76M Sell
268,246
-5,630
-2% -$58.6K 0.06% 188
2015
Q3 		$2.85M Buy
273,876
+20,355
+8% +$221K 0.07% 182
2015
Q2 		$2.84M Buy
253,521
+8,207
+3% +$93.1K 0.07% 171
2015
Q1 		$2.78M Buy
245,314
+19,536
+9% +$222K 0.08% 167
2014
Q4 		$2.55M Buy
225,778
+164,025
+266% +$1.88M 0.08% 169
2014
Q3 		$716K Buy
61,753
+38,975
+171% +$469K 0.03% 255
2014
Q2 		$280K Sell
22,778
-4,698
-17% -$56.4K 0.01% 347
2014
Q1 		$320K Buy
27,476
+23,026
+517% +$266K 0.01% 318
2013
Q4 		$50K Hold
4,450
– – ﹤0.01% 601
2013
Q3 		$52K Buy
+4,450
New +$51.9K ﹤0.01% 568

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

Northwestern Mutual Wealth Management's WIW Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2026, closing a stake of 6,545 shares — an estimated $56.2K sold.

Northwestern Mutual Wealth Management first reported a position in WIW in Q3 2013 and held it in 37 quarters. The position peaked at $12.6M in Q2 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 6,545 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $56.2K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2013 and held it in 37 quarters.
  • Northwestern Mutual Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $12.6M in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.