PREVAIL INNOVATIVE WEALTH ADVISORS, LLC WIW — WESTERN AST INFL LKD OPP & I

Ownership history in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported WESTERN AST INFL LKD OPP & I (WIW) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2025 Q3. The latest visible filing shows WIW at 0.37% 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 PREVAIL INNOVATIVE WEALTH 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
2025 Q4

WIW was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

WIW stock page PREVAIL INNOVATIVE WEALTH ADVISORS, LLC fund profile PREVAIL INNOVATIVE WEALTH ADVISORS, LLC full holdings
How PREVAIL INNOVATIVE WEALTH 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26.9% +0.7% ❌ 238,911 -87,763 -26.9% 0.37% $2.1M 2026-02-14 (Est.) $8.58
2025 Q3 ADDED — — — 326,674 +81,277 +33.1% 0.56% $2.9M 2025-11-13 $8.47
2025 Q2 ADDED — — — 245,397 +79,119 +47.6% 0.48% $2.1M 2025-08-15 $8.22
2025 Q1 ADDED — — — 166,278 +30,517 +22.5% 0.39% $1.5M 2025-05-02 $7.91
2024 Q4 ADDED — — — 135,761 +26,542 +24.3% 0.33% $1.1M 2025-02-12 $7.79
2024 Q3 ADDED — — — 109,219 +26,188 +31.5% 0.29% $965K 2024-11-13 $7.60
2024 Q2 ADDED — — — 83,031 +7,745 +10.3% 0.25% $707K 2024-08-08 $7.32
2024 Q1 ADDED — — — 75,286 +15,978 +26.9% 0.24% $650K 2024-05-10 $7.19
2023 Q4 INITIATED — — — 59,308 — — 0.25% $514K 2024-02-13 $7.01

🏢 Other funds also holding WIW

As of 2026 Q1 — sorted by position size

Atala Financial Inc 1.1% TrueMark Investments, LLC 0.31% GRACE & WHITE INC /NY 3Y 7Y 0.15% ACCREDITED INVESTOR SERVICES, LLC 0.08% DKM Wealth Management, Inc. 0.07% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.05% PFG Investments, LLC 0.03% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Mezzasalma Advisors, LLC 3Y 0.03% Private Advisor Group, LLC 3Y 7Y 0.02%

FAQ About PREVAIL INNOVATIVE WEALTH 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 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported owning WIW?

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported WIW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WIW position in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for WIW was 0.56% in 2025 Q3.

What is the latest reported WIW position on this page?

The most recent filing on this page is 2025 Q4, when PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 238,911 shares, equal to 0.37% of portfolio, with an estimated market value of $2.1M.

What does the chart on this WIW ownership page compare?

The chart compares PREVAIL INNOVATIVE WEALTH 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 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC time their WIW position?

Based on 13F filing dates vs. subsequent WIW price moves, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC correctly timed 8 out of 8 reported position changes (100%). The annualised alpha on WIW relative to SPY over the holding period was -6.9%.

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