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Disclosery

WIW WESTERN AST INFL LKD OPP & I

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COM (fund), issuer CIK 1267902

95 managers (95 13F filers) reported a position in WIW shares at 2026-03-31, 23,238,053 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
95
13F filers
95
New
12
Added
29
Reduced
28
Sold out
13
Shares held by filers
23,238,053

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY7,208,667$61M<0.01%-29,42213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,412,848$12M<0.01%-4,08713F-HR/ATimelineGroup
1607 Capital Partners, LLC1,192,990$10.1M0.73%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,075,268$9.1M0.02%013F-HRTimelineGroup
PenderFund Capital Management Ltd.1,023,197$8.66M1.36%+7,80013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC963,439$8.15M0.41%-165,51513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.920,699$7.79M<0.01%-9,02813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC870,715$7.37M0.06%-41,82813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/777,957$6.58M<0.01%+26,32513F-HRTimelineGroup
LPL Financial LLC670,242$5.67M<0.01%-68,21313F-HRTimeline
Private Advisor Group, LLC600,354$5.08M0.02%-373,97413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.556,785$4.71M0.01%+51713F-HRTimelineGroup
HighTower Advisors, LLC490,058$4.15M<0.01%-1,49313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…462,748$3.91M0.03%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP353,195$2.99M<0.01%+31,19813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.282,562$2.39M<0.01%-3,59013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP265,508$2.25M<0.01%-2,12813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,868$2.13M<0.01%+63,83613F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC244,874$2.07M0.05%+9,24413F-HRTimeline
Matisse Capital230,000$1.95M0.83%013F-HRTimeline
Atala Financial Inc192,584$1.63M1.1%+5,00013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC190,656$1.61M0.31%+9,69613F-HRTimelineGroup
Ionic Capital Management LLC170,464$1.44M1.21%013F-HRTimeline
NWF Advisory Services Inc.156,450$1.32M0.15%+4,80013F-HRTimeline
Closed-End Fund Advisors, Inc.156,351$1.32M1.35%+17,90013F-HRTimeline
Summit Financial, LLC140,832$1.19M0.02%+19,38813F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.140,585$1.19M0.04%-283,99213F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/123,251$1.04M0.29%-14,70313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…118,814$1.01M0.27%+13,38613F-HRTimelineGroup
Dynamic Advisor Solutions LLC108,361$917K0.03%+6,73713F-HRTimeline
Cutler Capital Management, LLC106,092$898K0.25%+2,20013F-HRTimeline
GRACE & WHITE INC /NY97,961$829K0.15%013F-HRTimeline
GatePass Capital, LLC97,200$822K0.4%new13F-HRTimeline
Janney Montgomery Scott LLC95,163$805K<0.01%-11,78213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …85,800$726K0.01%+2,20013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP85,587$724K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC84,342$714K0.03%+69,00313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC83,413$706K0.08%013F-HRTimeline
HBW ADVISORY SERVICES LLC72,553$614K0.06%+43513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC68,910$590K0.26%013F-HRTimeline
Cetera Investment Advisers68,447$579K<0.01%-3,22313F-HRTimeline
Concorde Asset Management, LLC68,050$576K0.28%+12,80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,025$575K<0.01%-18,37513F-HRTimelineGroup
Quantinno Capital Management LP66,332$561K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG65,420$553K<0.01%-26,59713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,638$479K<0.01%+52013F-HRTimelineGroup
PVG ASSET MANAGEMENT CORP54,458$461K0.27%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…52,519$444K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,470$427K<0.01%+1,14913F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC42,123$356K0.01%+14,13213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC35,680$302K0.02%+76313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT34,406$291K0.01%013F-HRTimeline
BlackDiamond Wealth Management, LLC26,066$221K0.11%-4,55813F-HRTimeline
Mariner, LLCin group Mariner, LLC22,147$185K<0.01%-1,33013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…21,219$180K0.02%+30213F-HRTimeline
Merit Financial Group, LLC18,617$158K<0.01%-23713F-HRTimeline
Steward Partners Investment Advisory, L…18,305$155K<0.01%013F-HRTimeline
Sowell Financial Services LLC16,633$141K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,381$130K0.01%-1,82913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,782$125K<0.01%new13F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC14,317$121K0.08%-1,94213F-HRTimeline
MML INVESTORS SERVICES, LLC13,753$116K<0.01%-4,86513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,604$115K<0.01%-61713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,566$106K0.01%-2,26313F-HRTimeline
DKM Wealth Management, Inc.12,000$102K0.07%013F-HRTimeline
Mezzasalma Advisors, LLC11,825$100K0.03%+25513F-HRTimeline
Integrity Advisory Solutions, LLC11,356$96.1K0.01%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp11,218$94.9K<0.01%-15,67913F-HRTimelineGroup
Commerce Advisors, LLC11,000$93.1K0.08%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,303$87.2K<0.01%-7,51613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.9,118$77.1K0.01%-1,83213F-HRTimeline
Advisory Services Network, LLC8,418$71.2K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,924$58.6K0.01%013F-HRTimeline
Hara Capital LLC6,774$57.3K0.03%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.6,546$55.4K0.02%new13F-HRTimeline
WPG Advisers, LLC5,696$48.2K0.04%+43513F-HRTimeline
North Star Investment Management Corp.5,176$43.8K<0.01%+6413F-HRTimeline
HARBOUR INVESTMENTS, INC.4,500$38.1K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,000$25.6K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,364$20K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,011$17K<0.01%+4313F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC1,887$16K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,737$14.7K<0.01%013F-HRTimelineGroup
MAI Capital Management1,670$14.1K<0.01%013F-HRTimeline
Allworth Financial LP1,300$11K<0.01%+1,00013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$8.44K<0.01%013F-HRTimeline
Key Financial Inc708$5.99K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…632$5.35K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$4.26K<0.01%013F-HRTimeline
IFP Advisors, Inc500$4.23K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.12K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$1.69K<0.01%013F-HRTimelineGroup
BFSG, LLC75$635<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC43$364<0.01%-7413F-HRTimeline
Bogart Wealth, LLC21$177<0.01%+1613F-HRTimeline