Sandy Spring Bank’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sandy Spring Bank’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
2025 Q1	$1.76K	Hold	200	–	–	﹤0.01%	1053
2024 Q4	$1.65K	Hold	200	–	–	﹤0.01%	1084
2024 Q3	$1.77K	Hold	200	–	–	﹤0.01%	1044
2024 Q2	$1.7K	Hold	200	–	–	﹤0.01%	1110
2024 Q1	$1.73K	Hold	200	–	–	﹤0.01%	1065
2023 Q4	$1.73K	Hold	200	–	–	﹤0.01%	1027
2023 Q3	$1.65K	Hold	200	–	–	﹤0.01%	1047
2023 Q2	$1.77K	Hold	200	–	–	﹤0.01%	1077
2023 Q1	$1.83K	Hold	200	–	–	﹤0.01%	1034
2022 Q4	$1.83K	Hold	200	–	–	﹤0.01%	1028
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	1064
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	1065
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	1075
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	1113
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	1042
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	1057
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	957
2020 Q4	$2K	Buy	+200	New	+$2.34K	﹤0.01%	903

Other funds holding WIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's WIW Position: Q1 2025 in Review

Sandy Spring Bank held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q1 2025 at 200 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Sandy Spring Bank first reported a position in WIW in Q4 2020 and has held it in 18 quarters since. The position peaked at $3K in Q4 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2025.

Sandy Spring Bank held 200 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.76K as of Q1 2025.
Sandy Spring Bank left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q1 2025.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1053 holding.
Sandy Spring Bank first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3K in Q4 2021.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.