Raymond James Financial
WIW

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's WIW Position: Q1 2026 in Review

Raymond James Financial increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 34% in Q1 2026, buying an estimated $549K and bringing the position to 251,868 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Raymond James Financial first reported a position in WIW in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Raymond James Financial held 251,868 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $2.13M as of Q1 2026.
  • Raymond James Financial bought 63,836 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $549K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3313 holding.
  • Raymond James Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.