PAG
WIW

Private Advisor Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Private Advisor Group’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 		$1.13M Sell
135,060
-465,294
-78% -$3.95M 0.01% 1301
2026
Q1 		$5.08M Sell
600,354
-373,974
-38% -$3.22M 0.02% 640
2025
Q4 		$8.37M Buy
974,328
+94,162
+11% +$828K 0.04% 441
2025
Q3 		$7.82M Buy
880,166
+73,076
+9% +$646K 0.04% 459
2025
Q2 		$7.07M Sell
807,090
-23,986
-3% -$206K 0.04% 448
2025
Q1 		$7.31M Buy
831,076
+165,284
+25% +$1.42M 0.04% 413
2024
Q4 		$5.51M Buy
665,792
+154,955
+30% +$1.34M 0.03% 497
2024
Q3 		$4.52M Buy
510,837
+147,718
+41% +$1.27M 0.03% 571
2024
Q2 		$3.09M Buy
363,119
+275,850
+316% +$2.35M 0.02% 667
2024
Q1 		$753K Buy
87,269
+2,647
+3% +$22.7K 0.01% 1302
2023
Q4 		$734K Buy
84,622
+44,545
+111% +$375K 0.01% 1280
2023
Q3 		$330K Sell
40,077
-9,824
-20% -$85.9K ﹤0.01% 1566
2023
Q2 		$445K Sell
49,901
-31,567
-39% -$287K ﹤0.01% 1418
2023
Q1 		$745K Sell
81,468
-15,598
-16% -$145K 0.01% 1134
2022
Q4 		$680K Buy
97,066
+80,686
+493% +$755K 0.03% 473
2022
Q3 		$149K Buy
16,380
+500
+3% +$5.14K ﹤0.01% 1726
2022
Q2 		$167K Sell
15,880
-800
-5% -$8.78K ﹤0.01% 1880
2022
Q1 		$200K Hold
16,680
– – ﹤0.01% 1902
2021
Q4 		$227K Sell
16,680
-21,440
-56% -$290K ﹤0.01% 1864
2021
Q3 		$506K Buy
38,120
+9,720
+34% +$129K ﹤0.01% 1505
2021
Q2 		$373K Sell
28,400
-11,500
-29% -$146K ﹤0.01% 1536
2021
Q1 		$485K Sell
39,900
-10,500
-21% -$129K ﹤0.01% 1317
2020
Q4 		$625K Sell
50,400
-11,450
-19% -$134K 0.01% 1116
2020
Q3 		$684K Buy
61,850
+1,600
+3% +$18.2K 0.01% 945
2020
Q2 		$660K Sell
60,250
-31,738
-35% -$333K 0.01% 911
2020
Q1 		$879K Buy
91,988
+9,106
+11% +$101K 0.02% 691
2019
Q4 		$956K Buy
82,882
+60,777
+275% +$679K 0.01% 776
2019
Q3 		$245K Sell
22,105
-3,590
-14% -$40.2K ﹤0.01% 1411
2019
Q2 		$288K Buy
25,695
+2,590
+11% +$28.2K 0.01% 1306
2019
Q1 		$248K Buy
23,105
+2,525
+12% +$26.7K ﹤0.01% 1291
2018
Q4 		$209K Buy
20,580
+1,850
+10% +$19.2K 0.01% 1187
2018
Q3 		$203K Sell
18,730
-22,276
-54% -$245K ﹤0.01% 1443
2018
Q2 		$457K Sell
41,006
-3,466
-8% -$38.8K 0.01% 792
2018
Q1 		$503K Sell
44,472
-6,764
-13% -$77.5K 0.02% 663
2017
Q4 		$595K Buy
51,236
+2,730
+6% +$30.8K 0.03% 586
2017
Q3 		$533K Buy
48,506
+1,270
+3% +$14.2K 0.01% 873
2017
Q2 		$519K Buy
47,236
+3,800
+9% +$42.2K 0.01% 823
2017
Q1 		$485K Buy
43,436
+3,470
+9% +$38.7K 0.01% 848
2016
Q4 		$444K Buy
39,966
+3,830
+11% +$42.3K 0.01% 776
2016
Q3 		$401K Buy
36,136
+2,250
+7% +$25.1K 0.02% 735
2016
Q2 		$381K Buy
+33,886
New +$373K 0.02% 728

Other funds holding WIW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
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
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Private Advisor Group's WIW Position: Q2 2026 in Review

Private Advisor Group reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 78% in Q2 2026, selling an estimated $3.95M and leaving 135,060 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1301.

Private Advisor Group first reported a position in WIW in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.37M in Q4 2025. 28 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Private Advisor Group held 135,060 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.13M as of Q2 2026.
  • Private Advisor Group sold 465,294 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $3.95M.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1301 holding.
  • Private Advisor Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2016 and has held it in 41 quarters since.
  • Private Advisor Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $8.37M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.