WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

WIW
Exchange
NYSE
SEC CIK
0001267902

13F holders, Q2 2026

Positions as of Jun 30, 2026.

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
99
+4 vs. Q1 2026
Shares held
23.16M
−81.69K (−0.4%) vs. Q1 2026
Total value
$194.51M
−$2.09M (−1.1%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

87 in Q3 2021 → 99 in Q2 2026

Show by quarter
Number of institutions holding WIW by quarter
QuarterHolders
Q2 202699
Q1 202695
Q4 202597
Q3 202588
Q2 202591
Q1 202595
Q4 202494
Q3 202495
Q2 202493
Q1 202491
Q4 202398
Q3 202387
Q2 202383
Q1 202390
Q4 202291
Q3 202295
Q2 202292
Q1 202289
Q4 202189
Q3 202187

Institutions

Institutions holding WIW in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
MORGAN STANLEY7,634,301$64.13M0.00%+425,634+5.9%Added
Allspring Global Investments Holdings, LLC1,075,268$9.03M0.01%00.0%Unchanged
PenderFund Capital Management Ltd.998,747$8.39M1.08%−24,450−2.4%Reduced
Invesco Ltd.903,565$7.59M0.00%−17,134−1.9%Reduced
RIVERNORTH CAPITAL MANAGEMENT, LLC875,999$7.36M0.35%−87,440−9.1%Reduced
BANK OF AMERICA CORP /DE/793,312$6.66M0.00%+15,355+2.0%Added
GUGGENHEIM CAPITAL LLC775,910$6.52M0.04%−94,805−10.9%Reduced
Saba Capital Management, L.P.753,909$6.33M0.19%+613,324+436.3%Added
1607 Capital Partners, LLC708,052$5.95M0.52%−484,938−40.6%Reduced
Baird Financial Group, Inc.576,774$4.84M0.01%+19,989+3.6%Added
LPL Financial LLC566,854$4.76M0.00%−103,388−15.4%Reduced
HighTower Advisors, LLC491,394$4.13M0.00%+1,336+0.3%Added
CAPSTONE INVESTMENT ADVISORS, LLC462,748$3.89M0.03%00.0%Unchanged
Atlas Wealth LLC415,617$3.49M0.50%+415,617New
GatePass Capital, LLC381,650$3.21M1.22%+284,450+292.6%Added
FIRST TRUST ADVISORS LP375,031$3.15M0.00%+21,836+6.2%Added
Waterloo Capital, L.P.361,156$3.03M0.17%+361,156New
ADVISOR GROUP HOLDINGS, INC.287,983$2.42M0.00%+5,421+1.9%Added
RAYMOND JAMES FINANCIAL INC287,724$2.42M0.00%+35,856+14.2%Added
RIVERBRIDGE PARTNERS LLC252,005$2.12M0.06%+7,131+2.9%Added
STIFEL FINANCIAL CORP243,461$2.05M0.00%−22,047−8.3%Reduced
Matisse Capital230,000$1.93M0.77%00.0%Unchanged
TrueMark Investments, LLC204,141$1.71M0.21%+13,485+7.1%Added
Advisors Asset Management, Inc.195,523$1.64M0.03%+195,523New
Atala Financial Inc192,584$1.62M0.98%00.0%Unchanged
Summit Financial, LLC173,581$1.46M0.02%+32,749+23.3%Added
Closed-End Fund Advisors, Inc.157,106$1.32M1.29%+755+0.5%Added
Wakefield Asset Management LLLP150,451$1.26M0.28%+31,637+26.6%Added
NWF Advisory Services Inc.144,650$1.22M0.11%−11,800−7.5%Reduced
JANE STREET GROUP, LLC138,445$1.16M0.00%+87,975+174.3%Added
Private Advisor Group, LLC135,060$1.13M0.01%−465,294−77.5%Reduced
ROBERTS GLORE & CO INC /IL/123,716$1.04M0.26%+465+0.4%Added
WOLVERINE ASSET MANAGEMENT LLC120,380$1.01M0.01%+78,257+185.8%Added
Dynamic Advisor Solutions LLC115,200$967.68K0.03%+6,839+6.3%Added
Ionic Capital Management LLC114,788$964.22K0.90%−55,676−32.7%Reduced
Cutler Capital Management, LLC111,992$940.73K0.24%+5,900+5.6%Added
GRACE & WHITE INC /NY97,961$822.87K0.13%00.0%Unchanged
OPPENHEIMER & CO INC92,500$777K0.01%+6,700+7.8%Added
PFG Investments, LLC84,345$708.5K0.03%+30.0%Added
TWIN FOCUS CAPITAL PARTNERS, LLC83,413$700.67K0.07%00.0%Unchanged
Cetera Investment Advisers75,486$634.09K0.00%+7,039+10.3%Added
HBW Advisory Services LLC72,553$609.45K0.06%00.0%Unchanged
Janney Montgomery Scott LLC70,218$590K0.00%−24,945−26.2%Reduced
ROYAL BANK OF CANADA69,604$585K0.00%+1,579+2.3%Added
Robinson Capital Management, LLC68,910$578.84K0.26%00.0%Unchanged
XTX Topco Ltd68,056$571.67K0.01%+68,056New
ENVESTNET ASSET MANAGEMENT INC65,191$547.61K0.00%+8,553+15.1%Added
UBS Group AG63,150$530.46K0.00%−2,270−3.5%Reduced
FIFTH THIRD BANCORP48,606$408.29K0.00%−3,913−7.5%Reduced
READYSTATE ASSET MANAGEMENT LP43,411$364.65K0.01%+43,411New
PVG ASSET MANAGEMENT CORP41,513$348.71K0.20%−12,945−23.8%Reduced
UHLMANN PRICE SECURITIES, LLC36,471$306.37K0.01%+791+2.2%Added
AlphaStar Capital Management, LLC34,500$289.8K0.02%+34,500New
HOLLENCREST CAPITAL MANAGEMENT34,406$289.01K0.02%00.0%Unchanged
Global Retirement Partners, LLC33,376$280.36K0.00%+33,376New
HRT FINANCIAL LP30,566$256K0.00%+30,566New
CI Private Wealth, LLC29,423$247.15K0.00%−56,164−65.6%Reduced
Quantinno Capital Management LP29,422$247.15K0.00%−36,910−55.6%Reduced
CITADEL ADVISORS LLC27,829$233.76K0.00%+17,526+170.1%Added
SUSQUEHANNA INTERNATIONAL GROUP, LLP25,619$215.2K0.00%+10,837+73.3%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors22,985$193.07K0.02%+1,766+8.3%Added
Mariner, LLC22,665$190.38K0.00%+518+2.3%Added
Cambridge Investment Research Advisors, Inc.20,402$172K0.00%+20,402New
Merit Financial Group, LLC20,370$171.11K0.00%+1,753+9.4%Added
Steward Partners Investment Advisory, LLC18,305$153.76K0.00%00.0%Unchanged
Virtu Financial LLC16,078$135K0.00%+16,078New
ACCREDITED INVESTOR SERVICES, LLC15,021$126.18K0.07%+704+4.9%Added
MML INVESTORS SERVICES, LLC14,027$117.83K0.00%+274+2.0%Added
PARK AVENUE SECURITIES LLC13,922$117K0.00%+318+2.3%Added
FIERA CAPITAL CORP12,794$107.47K0.00%+1,576+14.0%Added
VERUS CAPITAL PARTNERS, LLC12,694$106.63K0.01%−2,687−17.5%Reduced
INVESTMENT ADVISORY SERVICES INC /TX /ADV12,100$101.64K0.03%+12,100New
DKM Wealth Management, Inc.12,000$100.8K0.07%00.0%Unchanged
Capital Investment Advisors, LLC11,394$95.71K0.00%+11,394New
Pinnacle Wealth Planning Services, Inc.9,665$81.19K0.01%+547+6.0%Added
Clear Street Group Inc.8,450$70.98K0.00%+8,450New
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,924$58.16K0.01%00.0%Unchanged
Hara Capital LLC6,774$56.9K0.03%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.6,546$54.99K0.02%00.0%Unchanged
WPG Advisers, LLC6,025$50.61K0.03%+329+5.8%Added
SRS Capital Advisors, Inc.5,858$49.21K0.00%+5,858New
North Star Investment Management Corp.5,243$44.04K0.00%+67+1.3%Added
HARBOUR INVESTMENTS, INC.4,500$37.8K0.00%00.0%Unchanged
BARTLETT & CO. WEALTH MANAGEMENT LLC3,000$25.2K0.00%00.0%Unchanged
GABLES CAPITAL MANAGEMENT INC.2,364$19.86K0.01%00.0%Unchanged
GWM Advisors LLC2,056$17.27K0.00%+45+2.2%Added
WHITTIER TRUST CO OF NEVADA INC1,887$15.78K0.00%00.0%Unchanged
Allworth Financial LP1,600$13.44K0.00%+300+23.1%Added
IFP Advisors, Inc1,000$8.4K0.00%+500+100.0%Added
Federation des caisses Desjardins du Quebec1,000$8.37K0.00%00.0%Unchanged
Key Financial Inc708$5.95K0.00%00.0%Unchanged
WELLS FARGO & COMPANY/MN681$5.72K0.00%−1,412,167−100.0%Reduced
Rockefeller Capital Management L.P.632$5.31K0.00%00.0%Unchanged
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$4.2K0.00%00.0%Unchanged
HIGHLINE WEALTH PARTNERS LLC250$2.1K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp200$1.68K0.00%00.0%Unchanged
BFSG, LLC75$6300.00%00.0%Unchanged
MCGUIRE CAPITAL ADVISORS INC43$3610.00%00.0%Unchanged
Bogart Wealth, LLC21$1800.00%00.0%Unchanged
Concorde Asset Management, LLC0$00.00%−68,050−100.0%Sold out