SIA
WIW

Sit Investment Associates’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sit Investment Associates’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 		– Sell
-50,481
Closed -$434K – 538
2025
Q4 		$434K Sell
50,481
-109,100
-68% -$960K 0.01% 424
2025
Q3 		$1.42M Sell
159,581
-6,668
-4% -$58.9K 0.03% 341
2025
Q2 		$1.46M Hold
166,249
– – 0.03% 342
2025
Q1 		$1.46M Hold
166,249
– – 0.03% 337
2024
Q4 		$1.38M Sell
166,249
-25,000
-13% -$216K 0.03% 350
2024
Q3 		$1.69M Sell
191,249
-437,816
-70% -$3.77M 0.04% 332
2024
Q2 		$5.35M Sell
629,065
-297,303
-32% -$2.54M 0.12% 194
2024
Q1 		$8M Sell
926,368
-18,983
-2% -$163K 0.18% 165
2023
Q4 		$8.2M Sell
945,351
-371,602
-28% -$3.13M 0.2% 153
2023
Q3 		$10.8M Sell
1,316,953
-40,670
-3% -$356K 0.3% 106
2023
Q2 		$12M Sell
1,357,623
-1,179,586
-46% -$10.7M 0.31% 92
2023
Q1 		$23.2M Sell
2,537,209
-1,808,637
-42% -$16.8M 0.63% 34
2022
Q4 		$39.7M Sell
4,345,846
-2,419,801
-36% -$22.6M 1.11% 15
2022
Q3 		$61.4M Buy
6,765,647
+219,858
+3% +$2.26M 1.83% 4
2022
Q2 		$68.9M Buy
6,545,789
+145,780
+2% +$1.6M 2.1% 4
2022
Q1 		$76.9M Buy
6,400,009
+18,125
+0.3% +$225K 2.07% 3
2021
Q4 		$86.7M Buy
6,381,884
+2,092,577
+49% +$28.3M 2.04% 3
2021
Q3 		$57M Buy
4,289,307
+709,708
+20% +$9.44M 1.48% 7
2021
Q2 		$46.9M Buy
3,579,599
+30,525
+0.9% +$389K 1.16% 10
2021
Q1 		$43.2M Buy
3,549,074
+368,283
+12% +$4.53M 1.13% 12
2020
Q4 		$39.5M Buy
3,180,791
+165,322
+5% +$1.94M 1.07% 11
2020
Q3 		$33.9M Buy
3,015,469
+31,238
+1% +$355K 1% 12
2020
Q2 		$32.7M Sell
2,984,231
-605,556
-17% -$6.36M 1.03% 13
2020
Q1 		$34.3M Sell
3,589,787
-847,741
-19% -$9.45M 1.3% 8
2019
Q4 		$51.2M Buy
4,437,528
+617,469
+16% +$6.9M 1.46% 8
2019
Q3 		$42.3M Buy
3,820,059
+368,612
+11% +$4.12M 1.3% 9
2019
Q2 		$38.6M Buy
3,451,447
+215,667
+7% +$2.35M 1.19% 11
2019
Q1 		$34.7M Buy
3,235,780
+921,246
+40% +$9.73M 1.1% 14
2018
Q4 		$23.5M Buy
2,314,534
+1,342,452
+138% +$13.9M 0.76% 30
2018
Q3 		$10.5M Buy
972,082
+365,247
+60% +$4.02M 0.27% 106
2018
Q2 		$6.77M Sell
606,835
-96,752
-14% -$1.08M 0.17% 157
2018
Q1 		$7.96M Sell
703,587
-25,750
-4% -$295K 0.2% 144
2017
Q4 		$8.33M Buy
729,337
+164,200
+29% +$1.85M 0.2% 134
2017
Q3 		$6.38M Buy
565,137
+4,300
+0.8% +$48.1K 0.16% 157
2017
Q2 		$6.18M Hold
560,837
– – 0.15% 153
2017
Q1 		$6.26M Sell
560,837
-174,061
-24% -$1.94M 0.16% 156
2016
Q4 		$8.19M Sell
734,898
-777,455
-51% -$8.59M 0.21% 131
2016
Q3 		$16.9M Buy
1,512,353
+132,453
+10% +$1.48M 0.45% 81
2016
Q2 		$15.3M Buy
1,379,900
+397,604
+40% +$4.38M 0.41% 91
2016
Q1 		$10.9M Buy
+982,296
New +$10.2M 0.2% 115
2014
Q2 		– Sell
-26,800
Closed -$312K – 462
2014
Q1 		$312K Sell
26,800
-97,400
-78% -$1.13M 0.01% 409
2013
Q4 		$1.4M Sell
124,200
-4,600
-4% -$52.8K 0.02% 326
2013
Q3 		$1.49M Buy
+128,800
New +$1.5M 0.03% 304

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 0.66% 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 $377B AUM 19.32% 1-Year Est. Return

Sit Investment Associates's WIW Position: Q1 2026 in Review

Sit Investment Associates sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2026, closing a stake of 50,481 shares — an estimated $434K sold.

Sit Investment Associates first reported a position in WIW in Q3 2013 and held it in 43 quarters. The position peaked at $86.7M in Q4 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Sit Investment Associates reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Sit Investment Associates sold 50,481 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $434K.
  • Sit Investment Associates first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2013 and held it in 43 quarters.
  • Sit Investment Associates's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $86.7M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.