Raymond James Financial’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Raymond James Financial’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	$2.16M	Sell	273,881 -13,843	-5%	-$115K	﹤0.01%	3459
2026 Q2	$2.42M	Buy	287,724 +35,856	+14%	+$304K	﹤0.01%	3350
2026 Q1	$2.13M	Buy	251,868 +63,836	+34%	+$549K	﹤0.01%	3313
2025 Q4	$1.62M	Buy	188,032 +2,669	+1%	+$23.5K	﹤0.01%	3437
2025 Q3	$1.65M	Buy	185,363 +944	+0.5%	+$8.34K	﹤0.01%	3318
2025 Q2	$1.62M	Buy	184,419 +24,749	+16%	+$212K	﹤0.01%	3259
2025 Q1	$1.4M	Buy	159,670 +6,581	+4%	+$56.7K	﹤0.01%	3244
2024 Q4	$1.27M	Buy	+153,089	New	+$1.32M	﹤0.01%	3286

Other funds holding WIW

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Raymond James Financial's WIW Position: Q3 2026 in Review

Raymond James Financial reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 4.8% in Q3 2026, selling an estimated $115K and leaving 273,881 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Raymond James Financial first reported a position in WIW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q2 2026. 73 funds tracked by Wall St. Rank hold WIW as of Q3 2026.

Raymond James Financial held 273,881 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $2.16M as of Q3 2026.
Raymond James Financial sold 13,843 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2026, an estimated $115K.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3459 holding.
Raymond James Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.42M in Q2 2026.
73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.