WP
WIW

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

WealthShield 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
2025
Q3 		– Sell
-10,000
Closed -$87.6K – 578
2025
Q2 		$87.6K Buy
+10,000
New +$85.8K 0.01% 394

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners's WIW Position: Q3 2025 in Review

WealthShield Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2025, closing a stake of 10,000 shares — an estimated $87.6K sold.

WealthShield Partners first reported a position in WIW in Q2 2025 and held it in 1 quarter. The position peaked at $87.6K in Q2 2025. 88 funds tracked by Wall St. Rank hold WIW as of Q3 2025.

  • WealthShield Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2025 after selling out during the quarter.
  • WealthShield Partners sold 10,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2025, an estimated $87.6K.
  • WealthShield Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2025 and held it in 1 quarter.
  • WealthShield Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $87.6K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2025.

Based on WealthShield Partners's 13F filing for Q3 2025, filed 31 Oct 2025.