TI
WIW

TrueMark Investments’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

TrueMark Investments’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 		$1.71M Buy
204,141
+13,485
+7% +$115K 0.21% 87
2026
Q1 		$1.61M Buy
190,656
+9,696
+5% +$83.4K 0.31% 69
2025
Q4 		$1.55M Buy
180,960
+4,444
+3% +$39.1K 0.3% 73
2025
Q3 		$1.57M Buy
+176,516
New +$1.56M 0.27% 97

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

TrueMark Investments's WIW Position: Q2 2026 in Review

TrueMark Investments increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 7.1% in Q2 2026, buying an estimated $115K and bringing the position to 204,141 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #87.

TrueMark Investments first reported a position in WIW in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • TrueMark Investments held 204,141 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.71M as of Q2 2026.
  • TrueMark Investments bought 13,485 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $115K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.21% of TrueMark Investments's portfolio in Q2 2026, its #87 holding.
  • TrueMark Investments first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.