SF
WIW

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

Summit 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 		$1.46M Buy
173,581
+32,749
+23% +$278K 0.02% 716
2026
Q1 		$1.19M Buy
140,832
+19,388
+16% +$167K 0.02% 716
2025
Q4 		$1.04M Buy
121,444
+78,372
+182% +$689K 0.02% 660
2025
Q3 		$383K Buy
+43,072
New +$381K 0.01% 973

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

Summit Financial's WIW Position: Q2 2026 in Review

Summit Financial increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 23% in Q2 2026, buying an estimated $278K and bringing the position to 173,581 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #716.

Summit Financial first reported a position in WIW in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Summit Financial held 173,581 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.46M as of Q2 2026.
  • Summit Financial bought 32,749 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $278K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.02% of Summit Financial's portfolio in Q2 2026, its #716 holding.
  • Summit Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

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