PI
WIW

PFG Investments’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

PFG Investments’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
Q2 		$709K Buy
84,345
+3
+0% +$25 0.03% 519
2026
Q1 		$714K Buy
84,342
+69,003
+450% +$593K 0.03% 464
2025
Q4 		$132K Buy
+15,339
New +$135K 0.01% 1071
2025
Q3 		– Sell
-73,133
Closed -$641K – 1171
2025
Q2 		$641K Buy
73,133
+2
+0% +$17 0.04% 439
2025
Q1 		$643K Buy
73,131
+3
+0% +$26 0.04% 408
2024
Q4 		$605K Buy
73,128
+50,003
+216% +$432K 0.04% 423
2024
Q3 		$204K Buy
+23,125
New +$199K 0.01% 887

Other funds holding WIW

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFG Investments's WIW Position: Q2 2026 in Review

PFG Investments increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 0% in Q2 2026, buying an estimated $25 and bringing the position to 84,345 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #519.

PFG Investments first reported a position in WIW in Q3 2024 and has held it in 7 quarters since. The position peaked at $714K in Q1 2026. 19 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • PFG Investments held 84,345 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $709K as of Q2 2026.
  • PFG Investments bought 3 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $25.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.03% of PFG Investments's portfolio in Q2 2026, its #519 holding.
  • PFG Investments first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and has held it in 7 quarters since.
  • PFG Investments's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $714K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.