Prevail Innovative Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Prevail Innovative Wealth 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
2026 Q1	–	Sell	-238,911	Closed	-$2.05M	–	238
2025 Q4	$2.05M	Sell	238,911 -87,763	-27%	-$772K	0.37%	98
2025 Q3	$2.9M	Buy	326,674 +81,277	+33%	+$718K	0.56%	63
2025 Q2	$2.15M	Buy	245,397 +79,119	+48%	+$679K	0.48%	66
2025 Q1	$1.46M	Buy	166,278 +30,517	+22%	+$263K	0.39%	84
2024 Q4	$1.12M	Buy	135,761 +26,542	+24%	+$229K	0.33%	96
2024 Q3	$965K	Buy	109,219 +26,188	+32%	+$226K	0.29%	101
2024 Q2	$707K	Buy	83,031 +7,745	+10%	+$66.1K	0.25%	106
2024 Q1	$650K	Buy	75,286 +15,978	+27%	+$137K	0.24%	110
2023 Q4	$514K	Buy	+59,308	New	+$500K	0.25%	99

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prevail Innovative Wealth Advisors's WIW Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2026, closing a stake of 238,911 shares — an estimated $2.05M sold.

Prevail Innovative Wealth Advisors first reported a position in WIW in Q4 2023 and held it in 9 quarters. The position peaked at $2.9M in Q3 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 238,911 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $2.05M.
Prevail Innovative Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2023 and held it in 9 quarters.
Prevail Innovative Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.9M in Q3 2025.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.