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

Steward Partners Investment Advisory’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	$154K	Hold	18,305	–	–	﹤0.01%	2368
2026 Q1	$155K	Hold	18,305	–	–	﹤0.01%	2145
2025 Q4	$157K	Hold	18,305	–	–	﹤0.01%	2051
2025 Q3	$163K	Hold	18,305	–	–	﹤0.01%	1966
2025 Q2	$160K	Hold	18,305	–	–	﹤0.01%	1864
2025 Q1	$161K	Buy	18,305 +374	+2%	+$3.22K	﹤0.01%	1752
2024 Q4	$148K	Buy	17,931 +1,119	+7%	+$9.67K	﹤0.01%	1775
2024 Q3	$149K	Hold	16,812	–	–	﹤0.01%	1670
2024 Q2	$143K	Hold	16,812	–	–	﹤0.01%	1606
2024 Q1	$145K	Hold	16,812	–	–	﹤0.01%	1577
2023 Q4	$146K	Sell	16,812 -3,000	-15%	-$25.3K	﹤0.01%	1513
2023 Q3	$163K	Hold	19,812	–	–	﹤0.01%	1381
2023 Q2	$176K	Sell	19,812 -1,318	-6%	-$12K	﹤0.01%	1346
2023 Q1	$193K	Sell	21,130 -1,500	-7%	-$14K	﹤0.01%	1305
2022 Q4	$207K	Sell	22,630 -5,039	-18%	-$47.1K	﹤0.01%	1227
2022 Q3	$251K	Hold	27,669	–	–	﹤0.01%	1110
2022 Q2	$291K	Buy	27,669 +5,789	+26%	+$63.5K	0.01%	1046
2022 Q1	$263K	Buy	21,880 +1,000	+5%	+$12.4K	﹤0.01%	1189
2021 Q4	$284K	Buy	+20,880	New	+$282K	﹤0.01%	1162
2018 Q4	–	Sell	-6,547	Closed	-$71K	–	2161
2018 Q3	$71K	Hold	6,547	–	–	﹤0.01%	1054
2018 Q2	$73K	Hold	6,547	–	–	﹤0.01%	951
2018 Q1	$74K	Hold	6,547	–	–	0.01%	863
2017 Q4	$74K	Buy	6,547 +5,742	+713%	+$64.8K	0.01%	706
2017 Q3	$9K	Sell	805 -181	-18%	-$2.03K	﹤0.01%	1150
2017 Q2	$10K	Hold	986	–	–	﹤0.01%	1048
2017 Q1	$11K	Hold	986	–	–	﹤0.01%	923
2016 Q4	$10K	Buy	+986	New	+$10.9K	﹤0.01%	563

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

Steward Partners Investment Advisory's WIW Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q2 2026 at 18,305 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Steward Partners Investment Advisory first reported a position in WIW in Q4 2016 and has held it in 27 quarters since. The position peaked at $291K in Q2 2022. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

Steward Partners Investment Advisory held 18,305 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $154K as of Q2 2026.
Steward Partners Investment Advisory left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2368 holding.
Steward Partners Investment Advisory first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2016 and has held it in 27 quarters since.
Steward Partners Investment Advisory's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $291K in Q2 2022.
99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.