WESTERN AST INFL LKD OPP & I (WIW): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WESTERN AST INFL LKD OPP & I (WIW)

92 + Investors. Track Smart Money conviction in WIW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WIW

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added WIW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

92 hedge funds hold WIW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding WIW is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

45 buying36 selling

Last quarter: 45 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new WIW position: 11 → 11 → 7 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new

55 out of 92 hedge funds have held WIW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~15 new funds/quarter

15 → 11 → 11 → 7 → 15 new funds/Q

New funds entering each quarter: 11 → 11 → 7 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 28% new

Of 92 current holders: 56 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

8 of 92 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WIW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	92	83	10.84%
13F Shares	24M	25M	-3.46%
Total Value	$207M	$221M	-6.72%
New Positions	15	7	+8
Increased Positions	30	33	-3
Closed Positions	6	11	-5
Reduced Positions	30	22	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

10.84%

13F Shares

24M

25M

-3.46%

Total Value

$207M

$221M

-6.72%

New Positions

Increased Positions

-3

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WIW. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of WIW — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atala Financial Inc	1.10%	192,584	$1.6M
2	TrueMark Investments, LLC	0.31%	190,656	$1.6M
3	GRACE & WHITE INC /NY	0.15%	97,961	$829K
4	ACCREDITED INVESTOR SERVICES, LLC	0.08%	14,317	$121K
5	DKM Wealth Management, Inc.	0.07%	12,000	$102K
6	RIVERBRIDGE PARTNERS LLC	0.05%	244,874	$2.1M
7	WPG Advisers, LLC	0.04%	5,696	$48K
8	PFG Investments, LLC	0.03%	84,342	$714K
9	Dynamic Advisor Solutions LLC	0.03%	108,361	$917K
10	Mezzasalma Advisors, LLC	0.03%	11,825	$100K
11	Private Advisor Group, LLC	0.02%	600,354	$5.1M
12	UHLMANN PRICE SECURITIES, LLC	0.02%	35,680	$302K
13	OPPENHEIMER & CO INC	0.01%	85,800	$726K
14	GABLES CAPITAL MANAGEMENT INC.	0.01%	2,364	$20K
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	12,566	$106K
16	Sowell Financial Services LLC	0.01%	16,633	$141K
17	North Star Investment Management Corp.	0.00%	5,176	$44K
18	Janney Montgomery Scott LLC	0.00%	95,163	—
19	Merit Financial Group, LLC	0.00%	18,617	$158K
20	Key FInancial Inc	0.00%	708	$6K
21	PARK AVENUE SECURITIES LLC	0.00%	13,604	—
22	FIFTH THIRD BANCORP	0.00%	52,519	$444K
23	HIGHLINE WEALTH PARTNERS LLC	0.00%	250	$2K
24	WHITTIER TRUST CO OF NEVADA INC	0.00%	1,887	$16K
25	IFP Advisors, Inc	0.00%	500	$4K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WESTERN AST INFL LKD OPP & I (WIW)

What does the Smart Money Trend signal show for WIW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WIW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WIW?

Slight buying edge — 56% buying: Last quarter: 45 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WIW holders?

Elite ownership — 47% AUM from top-100 funds: 8 of 92 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WIW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WIW?

60% of holders stayed for 2+ years: 55 out of 92 hedge funds have held WIW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WESTERN AST INFL LKD OPP & I (WIW)

Smart Money Signals — WIW

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

More new buyers each quarter (+8 vs last Q)

60% of holders stayed for 2+ years

Steady discovery — ~15 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 47% AUM from top-100 funds

Hedge Fund Ownership: WIW

Market Analysis: WIW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WIW

Hedge Fund Positioning: WIW

Statistics: WIW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WESTERN AST INFL LKD OPP & I (WIW)

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