Stifel Financial
WIW

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

Stifel Financial’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 		$2.05M Sell
243,461
-22,047
-8% -$187K ﹤0.01% 2059
2026
Q1 		$2.25M Sell
265,508
-2,128
-0.8% -$18.3K ﹤0.01% 1872
2025
Q4 		$2.3M Buy
267,636
+3,963
+2% +$34.9K ﹤0.01% 1831
2025
Q3 		$2.34M Buy
263,673
+2,930
+1% +$25.9K ﹤0.01% 1806
2025
Q2 		$2.28M Sell
260,743
-6,009
-2% -$51.6K ﹤0.01% 1749
2025
Q1 		$2.34M Buy
266,752
+15
+0% +$129 ﹤0.01% 1652
2024
Q4 		$2.21M Sell
266,737
-45,241
-15% -$391K ﹤0.01% 1707
2024
Q3 		$2.76M Sell
311,978
-38,471
-11% -$332K ﹤0.01% 1574
2024
Q2 		$2.98M Sell
350,449
-4,941
-1% -$42.2K ﹤0.01% 1456
2024
Q1 		$3.07M Buy
355,390
+41,246
+13% +$354K ﹤0.01% 1433
2023
Q4 		$2.72M Sell
314,144
-37,789
-11% -$318K ﹤0.01% 1464
2023
Q3 		$2.9M Buy
351,933
+16,878
+5% +$148K ﹤0.01% 1350
2023
Q2 		$2.97M Sell
335,055
-16,900
-5% -$154K ﹤0.01% 1361
2023
Q1 		$3.22M Sell
351,955
-30,130
-8% -$280K ﹤0.01% 1285
2022
Q4 		$3.49M Sell
382,085
-146,043
-28% -$1.37M 0.01% 1174
2022
Q3 		$4.79M Buy
528,128
+28,995
+6% +$298K 0.01% 978
2022
Q2 		$5.26M Sell
499,133
-8,547
-2% -$93.8K 0.01% 956
2022
Q1 		$6.1M Buy
507,680
+136,114
+37% +$1.69M 0.01% 955
2021
Q4 		$5.05M Buy
371,566
+26,003
+8% +$351K 0.01% 1066
2021
Q3 		$4.59M Buy
345,563
+35,205
+11% +$468K 0.01% 1058
2021
Q2 		$4.07M Sell
310,358
-29,264
-9% -$373K 0.01% 1128
2021
Q1 		$4.13M Buy
339,622
+111,495
+49% +$1.37M 0.01% 1063
2020
Q4 		$2.83M Sell
228,127
-2,985
-1% -$34.9K 0.01% 1170
2020
Q3 		$2.6M Buy
231,112
+95,180
+70% +$1.08M 0.01% 1083
2020
Q2 		$1.49M Sell
135,932
-9,065
-6% -$95.2K ﹤0.01% 1315
2020
Q1 		$1.38M Buy
144,997
+3,879
+3% +$43.2K ﹤0.01% 1240
2019
Q4 		$1.63M Buy
141,118
+434
+0.3% +$4.85K ﹤0.01% 1466
2019
Q3 		$1.56M Buy
140,684
+677
+0.5% +$7.57K ﹤0.01% 1469
2019
Q2 		$1.57M Sell
140,007
-20,157
-13% -$219K ﹤0.01% 1500
2019
Q1 		$1.71M Buy
160,164
+9,051
+6% +$95.6K ﹤0.01% 1329
2018
Q4 		$1.52M Buy
151,113
+107,744
+248% +$1.12M ﹤0.01% 1290
2018
Q3 		$470K Buy
43,369
+10,828
+33% +$119K ﹤0.01% 2122
2018
Q2 		$365K Sell
32,541
-5,764
-15% -$64.6K ﹤0.01% 2179
2018
Q1 		$434K Buy
+38,305
New +$439K ﹤0.01% 2048

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Stifel Financial's WIW Position: Q2 2026 in Review

Stifel Financial reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 8.3% in Q2 2026, selling an estimated $187K and leaving 243,461 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Stifel Financial first reported a position in WIW in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.1M in Q1 2022. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Stifel Financial held 243,461 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $2.05M as of Q2 2026.
  • Stifel Financial sold 22,047 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $187K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2059 holding.
  • Stifel Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and has held it in 34 quarters since.
  • Stifel Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $6.1M in Q1 2022.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.