PMFA
WIW

Plante Moran Financial Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-230
Closed -$1.9K – 980
2024
Q4 		$1.9K Buy
+230
New +$1.99K ﹤0.01% 789
2015
Q3 		– Sell
-1,425
Closed -$16K – 756
2015
Q2 		$16K Buy
+1,425
New +$16.2K 0.01% 454

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's WIW Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2025, closing a stake of 230 shares — an estimated $1.9K sold.

Plante Moran Financial Advisors first reported a position in WIW in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 230 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2025, an estimated $1.9K.
  • Plante Moran Financial Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $16K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.