UPS
WIW

UHLMANN PRICE SECURITIES’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

UHLMANN PRICE SECURITIES’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 		$302K Buy
35,680
+763
+2% +$6.56K 0.02% 190
2025
Q4 		$300K Sell
34,917
-368
-1% -$3.24K 0.18% 129
2025
Q3 		$314K Buy
35,285
+3,104
+10% +$27.4K 0.19% 122
2025
Q2 		$282K Sell
32,181
-1,635
-5% -$14K 0.2% 126
2025
Q1 		$297K Buy
33,816
+703
+2% +$6.06K 0.22% 113
2024
Q4 		$274K Sell
33,113
-8,729
-21% -$75.4K 0.21% 116
2024
Q3 		$370K Buy
+41,842
New +$361K 0.29% 94

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UHLMANN PRICE SECURITIES's WIW Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 2.2% in Q1 2026, buying an estimated $6.56K and bringing the position to 35,680 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #190.

UHLMANN PRICE SECURITIES first reported a position in WIW in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2024. 95 funds tracked by Wall St. Rank hold WIW as of Q1 2026.

  • UHLMANN PRICE SECURITIES held 35,680 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $302K as of Q1 2026.
  • UHLMANN PRICE SECURITIES bought 763 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2026, an estimated $6.56K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #190 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2024 and has held it in 7 quarters since.
  • UHLMANN PRICE SECURITIES's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $370K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.