NWF Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

NWF Advisory Services’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	$1.32M	Buy	156,450 +4,800	+3%	+$41.3K	0.15%	114
2025 Q4	$1.3M	Sell	151,650 -4,600	-3%	-$40.5K	0.14%	109
2025 Q3	$1.39M	Sell	156,250 -500	-0.3%	-$4.42K	0.15%	109
2025 Q2	$1.37M	Buy	156,750 +300	+0.2%	+$2.57K	0.16%	106
2025 Q1	$1.38M	Buy	+156,450	New	+$1.35M	0.19%	93
2024 Q4	–	Sell	-153,550	Closed	-$1.36M	–	426
2024 Q3	$1.36M	Buy	+153,550	New	+$1.32M	0.2%	91

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWF Advisory Services's WIW Position: Q1 2026 in Review

NWF Advisory Services increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 3.2% in Q1 2026, buying an estimated $41.3K and bringing the position to 156,450 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #114.

NWF Advisory Services first reported a position in WIW in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

NWF Advisory Services held 156,450 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.32M as of Q1 2026.
NWF Advisory Services bought 4,800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $41.3K.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.15% of NWF Advisory Services's portfolio in Q1 2026, its #114 holding.
NWF Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and has held it in 6 quarters since.
NWF Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.39M in Q3 2025.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.