Pinnacle Wealth Planning Services
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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
Q3 		$84.1K Buy
10,692
+1,027
+11% +$8.5K 0.01% 967
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

Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's WIW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 11% in Q3 2026, buying an estimated $8.5K and bringing the position to 10,692 shares worth $84.1K. The position accounts for 0.01% of the portfolio, ranked #967.

Pinnacle Wealth Planning Services first reported a position in WIW in Q4 2020 and has held it in 16 quarters since. The position peaked at $116K in Q1 2024. 26 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10,692 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $84.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,027 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2026, an estimated $8.5K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #967 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 16 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $116K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.