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Disclosery

WIW WESTERN AST INFL LKD OPP & I

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COM (common), issuer CIK 1267902

100 managers (100 13F filers) reported a position in WIW shares at 2026-06-30, 23,150,780 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
100
13F filers
100
New
14
Added
40
Reduced
18
Sold out
9
Shares held by filers
23,150,780

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY7,634,301$64.1M<0.01%+425,63413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,075,268$9.03M0.01%013F-HRTimelineGroup
PenderFund Capital Management Ltd.998,747$8.39M1.08%-24,45013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.903,565$7.59M<0.01%-17,13413F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC875,999$7.36M0.35%-87,44013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/793,312$6.66M<0.01%+15,35513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC775,910$6.52M0.04%-94,80513F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.753,909$6.33M0.19%+613,32413F-HRTimelineGroup
1607 Capital Partners, LLC708,052$5.95M0.52%-484,93813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.576,774$4.84M0.01%+19,98913F-HRTimelineGroup
LPL Financial LLC566,854$4.76M<0.01%-103,38813F-HRTimeline
HighTower Advisors, LLC491,394$4.13M<0.01%+1,33613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…462,748$3.89M0.03%013F-HRTimelineGroup
Atlas Wealth LLC415,617$3.49M0.5%new13F-HRTimeline
GatePass Capital, LLC381,650$3.21M1.22%+284,45013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP375,031$3.15M<0.01%+21,83613F-HRTimelineGroup
Waterloo Capital, L.P.361,156$3.03M0.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.287,983$2.42M<0.01%+5,42113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC287,724$2.42M<0.01%+35,85613F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC252,005$2.12M0.06%+7,13113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP243,461$2.05M<0.01%-22,04713F-HRTimelineGroup
Matisse Capital230,000$1.93M0.77%013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC204,141$1.71M0.21%+13,48513F-HRTimelineGroup
Advisors Asset Management, Inc.195,523$1.64M0.03%new13F-HRTimeline
Atala Financial Inc192,584$1.62M0.99%013F-HRTimeline
Summit Financial, LLC173,581$1.46M0.02%+32,74913F-HRTimeline
Closed-End Fund Advisors, Inc.157,106$1.32M1.29%+75513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…150,451$1.26M0.28%+31,63713F-HRTimelineGroup
NWF Advisory Services Inc.144,650$1.22M0.11%-11,80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC138,445$1.16M<0.01%+87,97513F-HRTimelineGroup
Private Advisor Group, LLC135,060$1.13M0.01%-465,29413F-HRTimeline
ROBERTS GLORE & CO INC /IL/123,716$1.04M0.26%+46513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC120,380$1.01M0.01%+78,25713F-HRTimelineGroup
Dynamic Advisor Solutions LLC115,200$968K0.03%+6,83913F-HRTimeline
Ionic Capital Management LLC114,788$964K0.9%-55,67613F-HRTimeline
Cutler Capital Management, LLC111,992$941K0.24%+5,90013F-HRTimeline
GRACE & WHITE INC /NY97,961$823K0.13%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …92,500$777K0.01%+6,70013F-HRTimelineGroup
PFG Investments, LLC84,345$709K0.03%+313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC83,413$701K0.07%013F-HRTimeline
Cetera Investment Advisers75,486$634K<0.01%+7,03913F-HRTimeline
HBW ADVISORY SERVICES LLC72,553$609K0.06%013F-HRTimeline
Janney Montgomery Scott LLC70,218$590K<0.01%-24,94513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,604$585K<0.01%+1,57913F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC68,910$579K0.26%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd68,056$572K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,191$548K<0.01%+8,55313F-HRTimelineGroup
UBS Group AGin group UBS Group AG63,150$530K<0.01%-2,27013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…48,606$408K<0.01%-3,91313F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP43,411$365K0.01%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP41,513$349K0.2%-12,94513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC36,471$306K0.01%+79113F-HRTimeline
AlphaStar Capital Management, LLC34,500$290K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT34,406$289K0.02%013F-HRTimeline
Global Retirement Partners, LLC33,376$280K<0.01%13F-HRTimeline
HRT FINANCIAL LP30,566$256K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,423$247K<0.01%-56,16413F-HR/ATimelineGroup
Quantinno Capital Management LP29,422$247K<0.01%-36,91013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,829$234K<0.01%+17,52613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,619$215K<0.01%+10,83713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…22,985$193K0.02%+1,76613F-HRTimeline
Mariner, LLCin group Mariner, LLC22,665$190K<0.01%+51813F-HRTimelineGroup
Merit Financial Group, LLC20,370$171K<0.01%+1,75313F-HR/ATimeline
Steward Partners Investment Advisory, L…18,305$154K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC16,078$135K<0.01%new13F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC15,021$126K0.07%+70413F-HRTimeline
MML INVESTORS SERVICES, LLC14,027$118K<0.01%+27413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,922$117K<0.01%+31813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp12,794$107K<0.01%+1,57613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC12,694$107K0.01%-2,68713F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…12,100$102K0.03%new13F-HRTimeline
DKM Wealth Management, Inc.12,000$101K0.07%013F-HRTimeline
Capital Investment Advisors, LLC11,394$95.7K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,201$86K<0.01%new13F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.9,665$81.2K0.01%+54713F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.8,450$71K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,924$58.2K0.01%013F-HRTimeline
Hara Capital LLC6,774$56.9K0.03%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.6,546$55K0.02%013F-HRTimeline
WPG Advisers, LLC6,025$50.6K0.03%+32913F-HRTimeline
Arax Advisory Partners5,858$49.2K<0.01%new13F-HRTimeline
North Star Investment Management Corp.5,243$44K<0.01%+6713F-HRTimeline
Integrated Wealth Concepts LLC4,616$38.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,500$37.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,000$25.2K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,364$19.9K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,056$17.3K<0.01%+4513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,887$15.8K<0.01%013F-HRTimeline
Allworth Financial LP1,600$13.4K<0.01%+30013F-HRTimeline
IFP Advisors, Inc1,000$8.4K<0.01%+50013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$8.37K<0.01%013F-HRTimeline
Key Financial Inc708$5.95K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN681$5.72K<0.01%-1,412,16713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…632$5.31K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$4.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.1K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$1.68K<0.01%013F-HRTimelineGroup
BFSG, LLC75$630<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC43$361<0.01%013F-HRTimeline
Bogart Wealth, LLC21$180<0.01%013F-HRTimeline