WP
WIW

WealthPLAN Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

WealthPLAN Partners’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
2024
Q2 		– Sell
-208,145
Closed -$1.8M – 325
2024
Q1 		$1.8M Buy
208,145
+2,495
+1% +$21.4K 0.19% 124
2023
Q4 		$1.78M Buy
+205,650
New +$1.73M 0.18% 125
2018
Q4 		– Sell
-35,325
Closed -$364K – 277
2018
Q3 		$364K Sell
35,325
-6,756
-16% -$74.3K 0.07% 172
2018
Q2 		$469K Sell
42,081
-6,250
-13% -$70K 0.1% 143
2018
Q1 		$547K Buy
48,331
+9,175
+23% +$105K 0.12% 135
2017
Q4 		$447K Buy
+39,156
New +$442K 0.12% 135

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $253M AUM 16.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return