TIM
WIW

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

Tortoise Investment 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
-2,190
Closed -$19.5K – 1454
2025
Q3 		$19.5K Hold
2,190
– – ﹤0.01% 520
2025
Q2 		$19.2K Hold
2,190
– – ﹤0.01% 512
2025
Q1 		$19.3K Sell
2,190
-40,230
-95% -$347K ﹤0.01% 506
2024
Q4 		$351K Sell
42,420
-32,315
-43% -$279K 0.04% 173
2024
Q3 		$661K Sell
74,735
-29,961
-29% -$258K 0.07% 135
2024
Q2 		$891K Sell
104,696
-92,709
-47% -$791K 0.1% 120
2024
Q1 		$1.7M Sell
197,405
-66,258
-25% -$569K 0.21% 85
2023
Q4 		$2.29M Sell
263,663
-15,481
-6% -$130K 0.31% 72
2023
Q3 		$2.3M Buy
279,144
+5,895
+2% +$51.5K 0.34% 67
2023
Q2 		$2.42M Buy
273,249
+237,304
+660% +$2.16M 0.36% 68
2023
Q1 		$329K Buy
35,945
+550
+2% +$5.12K 0.05% 159
2022
Q4 		$323K Buy
35,395
+9,595
+37% +$89.7K 0.06% 159
2022
Q3 		$234K Buy
25,800
+23,876
+1,241% +$246K 0.05% 171
2022
Q2 		$20K Buy
+1,924
New +$21.1K ﹤0.01% 435

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 $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 0.79% 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 $639M AUM 31.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's WIW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2025, closing a stake of 2,190 shares — an estimated $19.5K sold.

Tortoise Investment Management first reported a position in WIW in Q2 2022 and held it in 14 quarters. The position peaked at $2.42M in Q2 2023. 97 funds tracked by Wall St. Rank hold WIW as of Q4 2025.

  • Tortoise Investment Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2,190 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2025, an estimated $19.5K.
  • Tortoise Investment Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2022 and held it in 14 quarters.
  • Tortoise Investment Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.42M in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.