Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN AST INFL LKD OPP & I (WIW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — WIW

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WIW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% 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 (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

39 buying42 selling
Last quarter: 42 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 7 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 26% medium ■ 15% new
54 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.
📈

Growing discovery — still being found

12 → 13 → 7 → 15 → 12 new funds/Q
New funds entering each quarter: 13 → 7 → 15 → 12. A growing number of institutions are discovering WIW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Of 92 current holders: 55 (60%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
12 of 92 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — WIW

In 2026 Q1, 39 hedge funds were net buyers of WIW (12 opened a new position, 27 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in WIW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 92.

Hedge Fund Ownership: WIW

How many hedge funds hold WIW — quarterly history vs. share price
Quarterly hedge fund ownership of WIW vs. share price

Market Analysis: WIW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WIW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy WESTERN AST INFL LKD OPP & I (WIW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WIW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
WIW
+0.6%
XLF
+5.8%

WIW outperformed XLF by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
WIW
-0.2%
XLF
+2.2%

Since the filing became public, WIW outperformed XLF by -2.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: WIW
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 94 -3.19%
13F Shares 23M 24M -3.95%
Total Value $194M $207M -5.85%
New Positions 12 15 -3
Increased Positions 27 30 -3
Closed Positions 15 7 +8
Reduced Positions 27 31 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WIW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 institutional holders of WIW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PenderFund Capital Management Ltd. 1.36% 1,023,197 $8.7M
2 Closed-End Fund Advisors, Inc. 1.35% 156,351 $1.3M
3 Atala Financial Inc 1.10% 192,584 $1.6M
4 Matisse Capital 0.83% 230,000 $1.9M
5 1607 Capital Partners, LLC 0.73% 1,192,990 $10.1M
6 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.41% 963,439 $8.2M
7 GatePass Capital, LLC 0.38% 97,200 $822K
8 TrueMark Investments, LLC 0.31% 190,656 $1.6M
9 ROBERTS GLORE & CO INC /IL/ 0.29% 123,251 $1.0M
10 Concorde Asset Management, LLC 0.28% 68,050 $576K
11 Wakefield Asset Management LLLP 0.27% 118,814 $1.0M
12 ROBINSON CAPITAL MANAGEMENT, LLC 0.25% 68,910 $590K
13 Cutler Capital Management, LLC 0.24% 106,092 $898K
14 NWF Advisory Services Inc. 0.15% 156,450 $1.3M
15 GRACE & WHITE INC /NY 0.15% 97,961 $829K
16 BlackDiamond Wealth Management, LLC 0.11% 26,066 $221K
17 Ionic Capital Management LLC 0.11% 170,464 $1.4M
18 TWIN FOCUS CAPITAL PARTNERS, LLC 0.08% 83,413 $706K
19 Commerce Advisors, LLC 0.08% 11,000 $93K
20 ACCREDITED INVESTOR SERVICES, LLC 0.08% 14,317 $121K
21 DKM Wealth Management, Inc. 0.07% 12,000 $102K
22 HBW ADVISORY SERVICES LLC 0.06% 72,553 $614K
23 GUGGENHEIM CAPITAL LLC 0.06% 870,715 $7.4M
24 RIVERBRIDGE PARTNERS LLC 0.05% 244,874 $2.1M
25 WPG Advisers, LLC 0.04% 5,696 $48K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WIW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WIW?

More sellers than buyers — 48% buying: Last quarter: 42 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WIW holders?

Elite ownership — 50% AUM from top-100 funds: 12 of 92 holders are among the 100 largest funds by AUM, controlling 50% 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?

59% of holders stayed for 2+ years: 54 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.

Is it too late to buy WESTERN AST INFL LKD OPP & I (WIW) following the 2026 Q1 hedge fund 13F filings?

As of today, WIW has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), WIW has gained +0.6% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →