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 Q3	$1.05M	Sell	133,850 -10,800	-7%	-$89.4K	0.1%	142
2026 Q2	$1.22M	Sell	144,650 -11,800	-8%	-$100K	0.11%	129
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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

NWF Advisory Services's WIW Position: Q3 2026 in Review

NWF Advisory Services reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 7.5% in Q3 2026, selling an estimated $89.4K and leaving 133,850 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #142.

NWF Advisory Services first reported a position in WIW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 6 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

NWF Advisory Services held 133,850 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.05M as of Q3 2026.
NWF Advisory Services sold 10,800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2026, an estimated $89.4K.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.1% of NWF Advisory Services's portfolio in Q3 2026, its #142 holding.
NWF Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and has held it in 8 quarters since.
NWF Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.39M in Q3 2025.
6 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.