USCWA
WIW

U.S. Capital Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

U.S. Capital Wealth Advisors’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
-76,906
Closed -$684K – 1038
2025
Q3 		$684K Sell
76,906
-10,758
-12% -$95.1K 0.02% 553
2025
Q2 		$768K Sell
87,664
-496
-0.6% -$4.26K 0.02% 492
2025
Q1 		$775K Sell
88,160
-8,390
-9% -$72.3K 0.02% 479
2024
Q4 		$798K Sell
96,550
-47,547
-33% -$411K 0.02% 462
2024
Q3 		$1.27M Buy
144,097
+9,200
+7% +$79.3K 0.04% 328
2024
Q2 		$1.15M Sell
134,897
-6,094
-4% -$52K 0.04% 327
2024
Q1 		$1.22M Sell
140,991
-1,973
-1% -$16.9K 0.05% 315
2023
Q4 		$1.24M Sell
142,964
-12,699
-8% -$107K 0.05% 303
2023
Q3 		$1.28M Sell
155,663
-500
-0.3% -$4.37K 0.06% 275
2023
Q2 		$1.38M Sell
156,163
-1,750
-1% -$15.9K 0.07% 269
2023
Q1 		$1.44M Sell
157,913
-4,200
-3% -$39.1K 0.07% 256
2022
Q4 		$1.48M Buy
162,113
+8,790
+6% +$82.2K 0.07% 259
2022
Q3 		$1.39M Buy
153,323
+2,000
+1% +$20.6K 0.07% 268
2022
Q2 		$1.59M Buy
151,323
+1,200
+0.8% +$13.2K 0.07% 258
2022
Q1 		$1.8M Buy
150,123
+4,000
+3% +$49.6K 0.07% 278
2021
Q4 		$1.98M Sell
146,123
-120
-0.1% -$1.62K 0.08% 260
2021
Q3 		$1.94M Buy
+146,243
New +$1.95M 0.08% 252

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $21.3B AUM 22.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's WIW Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2025, closing a stake of 76,906 shares — an estimated $684K sold.

U.S. Capital Wealth Advisors first reported a position in WIW in Q3 2021 and held it in 17 quarters. The position peaked at $1.98M in Q4 2021. 97 funds tracked by Wall St. Rank hold WIW as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 76,906 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2025, an estimated $684K.
  • U.S. Capital Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2021 and held it in 17 quarters.
  • U.S. Capital Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.98M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.