RWM
WIW

Raffa Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Raffa Wealth Management’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
2021
Q3 		– Sell
-2,591
Closed -$34K – 1134
2021
Q2 		$34K Buy
+2,591
New +$33K 0.01% 161

Other funds holding WIW

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raffa Wealth Management's WIW Position: Q3 2021 in Review

Raffa Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2021, closing a stake of 2,591 shares — an estimated $34K sold.

Raffa Wealth Management first reported a position in WIW in Q2 2021 and held it in 1 quarter. The position peaked at $34K in Q2 2021. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2021.

  • Raffa Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2021 after selling out during the quarter.
  • Raffa Wealth Management sold 2,591 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2021, an estimated $34K.
  • Raffa Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2021 and held it in 1 quarter.
  • Raffa Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $34K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2021.

Based on Raffa Wealth Management's 13F filing for Q3 2021, filed 27 Jul 2026.