Western Asset Inflation-Linked Opportunities & Income Fund
WIW- Exchange
- NYSE
- SEC CIK
- 0001267902
No open-market purchases or sales by Western Asset Inflation-Linked Opportunities & Income Fund insiders were filed in the last 90 days; 99 institutions reported holding it in 13F filings for Q2 2026, worth $194.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 2021. 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
- 91
- +1 vs. Q1 2021
- Shares held
- 26.6M
- −287.1K (−1.1%) vs. Q1 2021
- Total value
- $348.9M
- +$21.8M (+6.7%) vs. Q1 2021
- New holders
- 5
- 33 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WIW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 99 | $194.4M |
| Q1 2026 | 95 | $196.6M |
| Q4 2025 | 97 | $207.3M |
| Q3 2025 | 88 | $223.5M |
| Q2 2025 | 91 | $222.9M |
| Q1 2025 | 95 | $215.6M |
| Q4 2024 | 94 | $212.1M |
| Q3 2024 | 95 | $221.0M |
| Q2 2024 | 93 | $220.8M |
| Q1 2024 | 91 | $219.4M |
| Q4 2023 | 98 | $218.7M |
| Q3 2023 | 87 | $208.4M |
| Q2 2023 | 83 | $226.8M |
| Q1 2023 | 90 | $234.0M |
| Q4 2022 | 91 | $238.5M |
| Q3 2022 | 95 | $228.8M |
| Q2 2022 | 92 | $257.7M |
| Q1 2022 | 89 | $320.3M |
| Q4 2021 | 89 | $343.4M |
| Q3 2021 | 87 | $340.6M |
| Q2 2021 | 91 | $348.9M |
| Q1 2021 | 90 | $327.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,579,599 | $46.9M | 1.16% | +30,525+0.9% | Added |
| Rivernorth Capital Management, LLC | 3,145,918 | $41.2M | 2.35% | −679,835−17.8% | Reduced |
| 1607 Capital Partners, LLC | 3,136,002 | $41.1M | 1.98% | −81,515−2.5% | Reduced |
| Wells Fargo & Company | 2,233,436 | $29.3M | 0.01% | +104,357+4.9% | Added |
| Morgan Stanley | 2,203,120 | $28.9M | 0.00% | +135,038+6.5% | Added |
| Parametric Portfolio Associates LLC | 1,181,779 | $15.5M | 0.01% | +218,171+22.6% | Added |
| BFSG, LLC | 1,095,695 | $14.4M | 2.58% | −4700.0% | Reduced |
| Invesco Ltd. | 985,997 | $12.9M | 0.00% | +26,291+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 963,493 | $12.6M | 0.02% | +418,999+77.0% | Added |
| City of London Investment Management Co Ltd | 803,781 | $10.6M | 0.55% | −80,472−9.1% | Reduced |
| HighTower Advisors, LLC | 635,099 | $8.32M | 0.02% | +3,210+0.5% | Added |
| Bank of America Corp | 534,691 | $7.01M | 0.00% | −129,250−19.5% | Reduced |
| Janney Montgomery Scott LLC | 478,545 | $6.27M | 0.03% | +2,771+0.6% | Added |
| UBS Group AG | 461,443 | $6.05M | 0.00% | +17,894+4.0% | Added |
| Roberts Glore & Co Inc | 418,372 | $5.49M | 1.64% | −17,514−4.0% | Reduced |
| Wakefield Asset Management LLLP | 383,948 | $5.03M | 1.91% | +49,324+14.7% | Added |
| Baird Financial Group, Inc. | 330,922 | $4.34M | 0.01% | +5,586+1.7% | Added |
| Stifel Financial Corp | 310,358 | $4.07M | 0.01% | −29,264−8.6% | Reduced |
| Royal Bank of Canada | 269,873 | $3.54M | 0.00% | −33,080−10.9% | Reduced |
| Raymond James & Associates | 199,227 | $2.61M | 0.00% | +25,526+14.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 192,953 | $2.53M | 1.06% | +2,703+1.4% | Added |
| Grace & White Inc | 189,372 | $2.48M | 0.45% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 182,369 | $2.39M | 0.06% | −3,191−1.7% | Reduced |
| Arnhold LLC | 154,902 | $2.03M | 0.23% | +8,177+5.6% | Added |
| Usca Ria LLC | 145,118 | $1.90M | 0.12% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 140,856 | $1.85M | 0.69% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 125,890 | $1.65M | 0.17% | +4,545+3.7% | Added |
| Fiera Capital Corp | 125,739 | $1.65M | 0.00% | −24,458−16.3% | Reduced |
| Congress Park Capital LLC | 117,996 | $1.55M | 0.78% | +63,916+118.2% | Added |
| North Star Investment Management Corp. | 111,950 | $1.47M | 0.12% | −1,224−1.1% | Reduced |
| 6 Meridian | 104,276 | $1.37M | 0.11% | −18,423−15.0% | Reduced |
| Atlas Private Wealth Advisors | 97,675 | $1.28M | 0.69% | −2,290−2.3% | Reduced |
| Proficio Capital Partners LLC | 83,285 | $1.09M | 0.13% | −40,320−32.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 83,050 | $1.09M | 0.15% | +37,050+80.5% | Added |
| Twin Focus Capital Partners, LLC | 81,846 | $1.07M | 0.25% | −3,108−3.7% | Reduced |
| Ionic Capital Management LLC | 81,056 | $1.06M | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 79,886 | $1.05M | 0.18% | +12,867+19.2% | Added |
| Guggenheim Capital LLC | 79,513 | $1.04M | 0.01% | −533−0.7% | Reduced |
| Hollencrest Capital Management | 71,843 | $942.0K | 0.09% | 00.0% | Unchanged |
| Karpus Management, Inc. | 70,304 | $922.0K | 0.03% | +22,567+47.3% | Added |
| Dynamic Advisor Solutions LLC | 68,064 | $892.0K | 0.07% | +3,399+5.3% | Added |
| Walleye Capital LLC | 67,087 | $880.0K | 0.03% | +11,099+19.8% | Added |
| Advisors Asset Management, Inc. | 60,227 | $790.0K | 0.01% | −3,220−5.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 58,447 | $766.0K | 0.26% | −10,000−14.6% | Reduced |
| First Trust Advisors LP | 49,214 | $645.0K | 0.00% | +1,627+3.4% | Added |
| Levin Capital Strategies, L.P. | 45,187 | $592.0K | 0.06% | 00.0% | Unchanged |
| Stolper Co | 45,108 | $591.0K | 0.28% | +205+0.5% | Added |
| Envestnet Asset Management Inc | 38,910 | $510.0K | 0.00% | +2,974+8.3% | Added |
| Matisse Capital | 38,800 | $509.0K | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,700 | $402.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,400 | $373.0K | 0.00% | −11,500−28.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,225 | $357.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 25,718 | $337.0K | 0.00% | −6,167−19.3% | Reduced |
| Wolverine Asset Management LLC | 25,614 | $335.0K | 0.00% | −9,587−27.2% | Reduced |
| Advisor Group Holdings, Inc. | 24,049 | $315.0K | 0.00% | −9,679−28.7% | Reduced |
| Cerity Partners LLC | 22,550 | $296.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 22,123 | $290.0K | 0.01% | +4,668+26.7% | Added |
| LPL Financial LLC | 21,137 | $277.0K | 0.00% | +25+0.1% | Added |
| Walleye Trading LLC | 20,141 | $264.0K | 0.01% | −1,728−7.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,500 | $229.0K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 16,888 | $221.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 15,743 | $206.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,811 | $194.0K | 0.00% | +1,153+8.4% | Added |
| Commonwealth Equity Services, LLC | 14,635 | $191.0K | 0.00% | +143+1.0% | Added |
| Mackay Shields LLC | 14,400 | $189.0K | 0.00% | +14,400 | New |
| FNY Investment Advisers, LLC | 13,480 | $176.0K | 0.07% | +13,480 | New |
| Spire Wealth Management | 13,200 | $173.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,900 | $169.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,800 | $155.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,614 | $152.0K | 0.00% | −2,227−16.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,540 | $125.1K | 0.00% | −98,073−91.1% | Reduced |
| Bartlett & Co. LLC | 9,540 | $125.0K | 0.00% | −98,073−91.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,304 | $122.0K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 5,500 | $72.0K | 0.03% | +5,500 | New |
| Harbour Investments, Inc. | 4,500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,485 | $58.0K | 0.01% | +3,540+374.6% | Added |
| Liberty Wealth Management LLC | 4,039 | $53.0K | 0.02% | +54+1.4% | Added |
| Ancora Advisors, LLC | 3,700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,449 | $45.0K | 0.00% | +353+11.4% | Added |
| Rockefeller Capital Management L.P. | 3,433 | $45.0K | 0.00% | +3,082+878.1% | Added |
| Raffa Wealth Management, LLC | 2,591 | $34.0K | 0.01% | +2,591 | New |
| Whittier Trust Co | 1,572 | $21.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $7.00K | 0.00% | +500 | New |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $2.00K | 0.00% | +1+0.6% | Added |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −117,112−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −32,750−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |