WC
WIW

Waterloo Capital’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Waterloo Capital’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 		$3.03M Buy
+361,156
New +$3.07M 0.17% 122

Other funds holding WIW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Waterloo Capital's WIW Position: Q2 2026 in Review

Waterloo Capital opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2026: 361,156 shares worth $3.03M. The stake represents 0.17% of the portfolio and ranks #122 among its holdings.

28 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

  • Waterloo Capital held 361,156 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $3.03M as of Q2 2026.
  • Western Asset Inflation-Linked Opportunities & Income Fund was a new Waterloo Capital position in Q2 2026.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.17% of Waterloo Capital's portfolio in Q2 2026, its #122 holding.
  • 28 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.