PWPS
WIW

Pinnacle Wealth Planning Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$81.2K Buy
9,665
+547
+6% +$4.64K 0.01% 984
2026
Q1 		$77.1K Sell
9,118
-1,832
-17% -$15.8K 0.01% 959
2025
Q4 		$94.1K Sell
10,950
-398
-4% -$3.5K 0.01% 810
2025
Q3 		$101K Sell
11,348
-720
-6% -$6.36K 0.01% 468
2025
Q2 		$106K Sell
12,068
-57
-0.5% -$489 0.01% 439
2025
Q1 		$107K Buy
12,125
+1,768
+17% +$15.2K 0.02% 380
2024
Q4 		$85.7K Buy
+10,357
New +$89.5K 0.01% 376
2024
Q3 		– Sell
-13,566
Closed -$115K – 563
2024
Q2 		$115K Buy
13,566
+180
+1% +$1.54K 0.02% 470
2024
Q1 		$116K Buy
13,386
+290
+2% +$2.49K 0.02% 475
2023
Q4 		$114K Sell
13,096
-35
-0.3% -$295 0.02% 449
2023
Q3 		$108K Buy
13,131
+1,846
+16% +$16.1K 0.02% 414
2023
Q2 		$100K Buy
11,285
+46
+0.4% +$418 0.02% 431
2023
Q1 		$103K Buy
11,239
+683
+6% +$6.36K 0.02% 438
2022
Q4 		$96.4K Buy
+10,556
New +$98.7K 0.02% 402
2021
Q1 		– Sell
-2,555
Closed -$32K – 1948
2020
Q4 		$32K Buy
+2,555
New +$29.9K 0.01% 979

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's WIW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 6% in Q2 2026, buying an estimated $4.64K and bringing the position to 9,665 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #984.

Pinnacle Wealth Planning Services first reported a position in WIW in Q4 2020 and has held it in 15 quarters since. The position peaked at $116K in Q1 2024. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,665 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $81.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 547 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $4.64K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #984 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $116K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.