RP
WIW

Riverbridge Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Riverbridge Partners’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 		$2.12M Buy
252,005
+7,131
+3% +$60.6K 0.06% 112
2026
Q1 		$2.07M Buy
244,874
+9,244
+4% +$79.5K 0.05% 116
2025
Q4 		$2.02M Buy
235,630
+144,223
+158% +$1.27M 0.04% 122
2025
Q3 		$813K Sell
91,407
-45,913
-33% -$406K 0.01% 142
2025
Q2 		$1.2M Sell
137,320
-36,796
-21% -$316K 0.02% 123
2025
Q1 		$1.53M Buy
+174,116
New +$1.5M 0.02% 110

Other funds holding WIW

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return