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

Sowell Financial Services’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	–	Sell	-16,633	Closed	-$141K	–	1231
2026 Q1	$141K	Hold	16,633	–	–	0.01%	1080
2025 Q4	$143K	Sell	16,633 -333	-2%	-$2.93K	0.01%	1061
2025 Q3	$151K	Hold	16,966	–	–	0.01%	1020
2025 Q2	$149K	Sell	16,966 -834	-5%	-$7.16K	0.01%	989
2025 Q1	$156K	Buy	+17,800	New	+$153K	0.01%	952
2023 Q2	–	Sell	-17,800	Closed	-$163K	–	841
2023 Q1	$163K	Buy	+17,800	New	+$166K	0.01%	702
2021 Q2	–	Sell	-123	Closed	-$2K	–	2735
2021 Q1	$2K	Buy	123 +48	+64%	+$590	﹤0.01%	2863
2020 Q4	$1K	Buy	75 +18	+32%	+$211	﹤0.01%	2634
2020 Q3	$1K	Buy	57 +30	+111%	+$341	﹤0.01%	2450
2020 Q2	$0	Buy	27 +12	+80%	+$126	﹤0.01%	2685
2020 Q1	$0	Sell	15 -4	-21%	-$45	﹤0.01%	2721
2019 Q4	$0	Buy	+19	New	+$212	﹤0.01%	2671

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sowell Financial Services's WIW Position: Q2 2026 in Review

Sowell Financial Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026, closing a stake of 16,633 shares — an estimated $141K sold.

Sowell Financial Services first reported a position in WIW in Q4 2019 and held it in 12 quarters. The position peaked at $163K in Q1 2023. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Sowell Financial Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 16,633 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $141K.
Sowell Financial Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2019 and held it in 12 quarters.
Sowell Financial Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $163K in Q1 2023.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.