OCM
WIW

Orleans Capital Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Orleans Capital 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
2024
Q4 		– Sell
-20,800
Closed -$184K – 98
2024
Q3 		$184K Buy
+20,800
New +$179K 0.1% 92

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Orleans Capital Management's WIW Position: Q4 2024 in Review

Orleans Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2024, closing a stake of 20,800 shares — an estimated $184K sold.

Orleans Capital Management first reported a position in WIW in Q3 2024 and held it in 1 quarter. The position peaked at $184K in Q3 2024. 94 funds tracked by Wall St. Rank hold WIW as of Q4 2024.

  • Orleans Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Orleans Capital Management sold 20,800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2024, an estimated $184K.
  • Orleans Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and held it in 1 quarter.
  • Orleans Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $184K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2024.

Based on Orleans Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.