Stansberry Asset Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Stansberry Asset Management’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 Q4	–	Sell	-86,419	Closed	-$768K	–	160
2025 Q3	$768K	Buy	86,419 +3,092	+4%	+$27.3K	0.08%	111
2025 Q2	$730K	Buy	83,327 +4,789	+6%	+$41.1K	0.08%	107
2025 Q1	$690K	Buy	78,538 +5,222	+7%	+$45K	0.08%	100
2024 Q4	$606K	Buy	73,316 +3,550	+5%	+$30.7K	0.08%	106
2024 Q3	$617K	Buy	69,766 +5,186	+8%	+$44.7K	0.08%	109
2024 Q2	$550K	Buy	64,580 +4,390	+7%	+$37.5K	0.07%	110
2024 Q1	$519K	Buy	60,190 +5,060	+9%	+$43.5K	0.07%	109
2023 Q4	$478K	Buy	55,130 +537	+1%	+$4.52K	0.08%	102
2023 Q3	$449K	Buy	54,593 +6,432	+13%	+$56.2K	0.08%	102
2023 Q2	$427K	Sell	48,161 -680	-1%	-$6.18K	0.08%	91
2023 Q1	$447K	Buy	+48,841	New	+$455K	0.09%	91

Other funds holding WIW

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

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

RCM

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Stansberry Asset Management's WIW Position: Q4 2025 in Review

Stansberry Asset Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2025, closing a stake of 86,419 shares — an estimated $768K sold.

Stansberry Asset Management first reported a position in WIW in Q1 2023 and held it in 11 quarters. The position peaked at $768K in Q3 2025. 97 funds tracked by Wall St. Rank hold WIW as of Q4 2025.

Stansberry Asset Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2025 after selling out during the quarter.
Stansberry Asset Management sold 86,419 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2025, an estimated $768K.
Stansberry Asset Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2023 and held it in 11 quarters.
Stansberry Asset Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $768K in Q3 2025.
97 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2025.

Based on Stansberry Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.