WIW

HoldFallen Favourite

Western Asset Inflation-Linked Opportunities & Income Fund · Financial Services · United States · $507M cap · $2.9M/day traded

$7.92 -0.3% · close 27 Oct · scored 28 Oct

Fallen Favourite: A good business, still expensive, and the price is falling.

62
StockRank
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Quality
63
Value
48
Momentum
45

As of 28 Oct 2026, MoatMap's StockRank for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is 62/100, ranked against 24,000+ stocks in 35 markets (Quality 63, Value 48, Momentum 45, each scored against its sector).

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
12.6x
peers 13.0x
ROE
6.6%
peers 9.6%
D/E
0.3x
peers 0.3x
Dividend %
9.5%
trailing yield

ABOUT WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

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Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-133.4M3.8M36.7M44.5M241.1%40.7M
EPS1.36-2.220.020.580.71-14.9%0.63
Shares—61.2M61.2M61.2M61.2M0.0%—
Debt400.6M387.7M374.3M262.1M—-13.2%197.3M
Equity—671.9M606.9M598.1M596.2M-3.9%—
Op CF—118.1M60.9M151.0M65.3M-17.9%110.4M
Inv CF———————
Fin CF—-97.7M-79.6M-156.5M-69.8M——
Loading 1Y...
PRICE (1Y) · USD-3.6%
7.877.968.058.138.2216 Sep7 Oct27 Oct
SMA 50SMA 200

Price checkNo clear trendExperimental

No clear trend: not near its 52-week low, and not in a steady uptrend.

SwingsVery calm

Calmer than 99% of stocks we rank over the past year (6% a year).

How this is worked out

StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.

The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.

In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$7.92
RSI (14)
58.9
52-Week Range-4.3% from high
Low $7.77High $8.28

SCORE BREAKDOWN

Quality
63
ROIC (ROA)
2.8%*66.2
ROE
6.6%31.2
GP/Assets
4.9%53.7
Op. Margin
91.1%96.8
FCF/Assets
10.1%87.3
Piotroski
693.7
Int. Cover
—N/A
D/E Ratio
0.34x56.2
Current Ratio
1.05x27.1
Value
48
P/E (TTM)
12.6x47.5
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.8x74.0
P/S
—N/A
Div Yield
9.5%92.5
Momentum
45
52W High %
96%83.3
RS 6M
-11%29.7
SMA 50/200
0.99x36.8
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
-29%10.5

FUNDAMENTALS

Market Cap
$507M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of WIW are excluded.

TickerCompanyMkt CapStockRankSignal
WIWWestern Asset Inflation-Linked Opportunities & Income Fund(you)$507M62Hold
SCDLMP Capital and Income Fund Inc.$342M63Hold
VRTSVirtus Investment Partners, Inc.$790M59Hold
IQIInvesco Quality Municipal Income Trust$526M49Hold
VMOInvesco Municipal Opportunity Trust$647M53Hold
VKQInvesco Municipal Trust$536M49Hold
MUJBlackRock MuniHoldings New Jersey Quality Fund, Inc.$640M52Hold
MCIBarings Corporate Investors$356M70Buy
MMUWestern Asset Managed Municipals Fund Inc.$509M46Hold
NCZVirtus Convertible & Income Fund II$265M66Buy

Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 75.2%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Western Asset Inflation-Linked Opportunities & Income Fund (WIW): Stock Score Summary

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a MoatMap StockRank of 62/100 based on Quality (63/100), Value (48/100), and Momentum (45/100) factor scores. The current signal is HOLD.

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC.

Key Financial Metrics

Price$7.92
Market Cap$507M
P/E (TTM)12.59
Price/Book0.83
Return on Equity6.6%
Debt/Equity0.34x
Gross Margin100.0%
Operating Margin91.1%
Revenue Growth0.0%
Dividend Yield9.5%
Free Cash Flow$85M

Western Asset Inflation-Linked Opportunities & Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Western Asset Inflation-Linked Opportunities & Income Fund’s (WIW) StockRank?
MoatMap’s StockRank for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is 62/100, with a Hold signal. It is a composite of Quality (63), Value (48), and Momentum (45), each scored against its sector. The composite is then ranked across MoatMap’s universe of 24,000+ stocks.
Does Western Asset Inflation-Linked Opportunities & Income Fund have an economic moat?
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a Quality factor score of 63/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Western Asset Inflation-Linked Opportunities & Income Fund a buy, hold, or sell?
MoatMap’s current signal for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is Hold, based on a StockRank of 62/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Western Asset Inflation-Linked Opportunities & Income Fund in?
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) operates in the Financial Services sector, specifically the Asset Management industry (United States).