SFG
WIW

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

Strive Financial Group’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
-582
Closed -$5K – 865
2025
Q4 		$5K Buy
+582
New +$5.12K ﹤0.01% 472

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strive Financial Group's WIW Position: Q1 2026 in Review

Strive Financial Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2026, closing a stake of 582 shares — an estimated $5K sold.

Strive Financial Group first reported a position in WIW in Q4 2025 and held it in 1 quarter. The position peaked at $5K in Q4 2025. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • Strive Financial Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 582 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $5K.
  • Strive Financial Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.