Mezzasalma Advisors, LLC WIW WESTERN AST INFL LKD OPP & I

Ownership history in Mezzasalma Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Mezzasalma Advisors, LLC reported WESTERN AST INFL LKD OPP & I (WIW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows WIW at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WIW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mezzasalma Advisors, LLC's position in WESTERN AST INFL LKD OPP & I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WIW was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mezzasalma Advisors, LLC held WIW — position size vs. price
% of Fund (quarterly)    WIW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,825 +255 +2.2% 0.03% $100K 2026-04-17 $8.53
2025 Q4 ADDED 11,570 +244 +2.2% 0.02% $99K 2026-01-21 $8.33
2025 Q3 ADDED 11,326 +237 +2.1% 0.03% $101K 2025-10-16 $8.54
2025 Q2 ADDED 11,089 +237 +2.2% 0.03% $97K 2025-07-29 $8.18
2025 Q1 ADDED 10,852 +226 +2.1% 0.03% $95K 2025-04-18 $7.75
2024 Q4 INITIATED 10,626 0.03% $88K 2025-01-28 $7.66

FAQ About Mezzasalma Advisors, LLC and WIW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mezzasalma Advisors, LLC reported owning WIW?

Mezzasalma Advisors, LLC reported WIW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WIW position in Mezzasalma Advisors, LLC's portfolio?

The largest reported portfolio weight for WIW was 0.03% in 2025 Q1.

What is the latest reported WIW position on this page?

The most recent filing on this page is 2026 Q1, when Mezzasalma Advisors, LLC reported 11,825 shares, equal to 0.03% of portfolio, with an estimated market value of $100K.

What does the chart on this WIW ownership page compare?

The chart compares Mezzasalma Advisors, LLC's quarterly WIW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mezzasalma Advisors, LLC time their WIW position?

Based on 13F filing dates vs. subsequent WIW price moves, Mezzasalma Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on WIW relative to SPY over the holding period was -5.4%.

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