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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 172 | $2.00K | 0.00% | +1+0.6% | Added |
| 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 |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $7.00K | 0.00% | +500 | New |
| Fifth Third Bancorp | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $9.00K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,591 | $34.0K | 0.01% | +2,591 | New |
| 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 |
| Ancora Advisors, LLC | 3,700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,039 | $53.0K | 0.02% | +54+1.4% | Added |
| Arkadios Wealth Advisors | 4,485 | $58.0K | 0.01% | +3,540+374.6% | Added |
| Harbour Investments, Inc. | 4,500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5,500 | $72.0K | 0.03% | +5,500 | New |
| Carmichael Hill & Associates, Inc. | 9,304 | $122.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9,540 | $125.0K | 0.00% | −98,073−91.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,540 | $125.1K | 0.00% | −98,073−91.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,614 | $152.0K | 0.00% | −2,227−16.1% | Reduced |
| Oppenheimer & Co Inc | 11,800 | $155.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,900 | $169.0K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 13,200 | $173.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 13,480 | $176.0K | 0.07% | +13,480 | New |
| Mackay Shields LLC | 14,400 | $189.0K | 0.00% | +14,400 | New |
| Commonwealth Equity Services, LLC | 14,635 | $191.0K | 0.00% | +143+1.0% | Added |
| Kestra Advisory Services, LLC | 14,811 | $194.0K | 0.00% | +1,153+8.4% | Added |
| US Bancorp | 15,743 | $206.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 16,888 | $221.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 17,500 | $229.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 20,141 | $264.0K | 0.01% | −1,728−7.9% | Reduced |
| LPL Financial LLC | 21,137 | $277.0K | 0.00% | +25+0.1% | Added |
| Raymond James Trust N.A. | 22,123 | $290.0K | 0.01% | +4,668+26.7% | Added |
| Cerity Partners LLC | 22,550 | $296.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,049 | $315.0K | 0.00% | −9,679−28.7% | Reduced |
| Wolverine Asset Management LLC | 25,614 | $335.0K | 0.00% | −9,587−27.2% | Reduced |
| MML Investors Services, LLC | 25,718 | $337.0K | 0.00% | −6,167−19.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,225 | $357.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,400 | $373.0K | 0.00% | −11,500−28.8% | Reduced |
| D.A. Davidson & Co. | 30,700 | $402.0K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 38,800 | $509.0K | 0.16% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 38,910 | $510.0K | 0.00% | +2,974+8.3% | Added |
| Stolper Co | 45,108 | $591.0K | 0.28% | +205+0.5% | Added |
| Levin Capital Strategies, L.P. | 45,187 | $592.0K | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 49,214 | $645.0K | 0.00% | +1,627+3.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 58,447 | $766.0K | 0.26% | −10,000−14.6% | Reduced |
| Advisors Asset Management, Inc. | 60,227 | $790.0K | 0.01% | −3,220−5.1% | Reduced |
| Walleye Capital LLC | 67,087 | $880.0K | 0.03% | +11,099+19.8% | Added |
| Dynamic Advisor Solutions LLC | 68,064 | $892.0K | 0.07% | +3,399+5.3% | Added |
| Karpus Management, Inc. | 70,304 | $922.0K | 0.03% | +22,567+47.3% | Added |
| Hollencrest Capital Management | 71,843 | $942.0K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 79,513 | $1.04M | 0.01% | −533−0.7% | Reduced |
| Aviance Capital Partners, LLC | 79,886 | $1.05M | 0.18% | +12,867+19.2% | Added |
| Ionic Capital Management LLC | 81,056 | $1.06M | 0.13% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 81,846 | $1.07M | 0.25% | −3,108−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 83,050 | $1.09M | 0.15% | +37,050+80.5% | Added |
| Proficio Capital Partners LLC | 83,285 | $1.09M | 0.13% | −40,320−32.6% | Reduced |
| Atlas Private Wealth Advisors | 97,675 | $1.28M | 0.69% | −2,290−2.3% | Reduced |
| 6 Meridian | 104,276 | $1.37M | 0.11% | −18,423−15.0% | Reduced |
| North Star Investment Management Corp. | 111,950 | $1.47M | 0.12% | −1,224−1.1% | Reduced |
| Congress Park Capital LLC | 117,996 | $1.55M | 0.78% | +63,916+118.2% | Added |
| Fiera Capital Corp | 125,739 | $1.65M | 0.00% | −24,458−16.3% | Reduced |
| Oxbow Advisors, LLC | 125,890 | $1.65M | 0.17% | +4,545+3.7% | Added |
| Windsor Creek Advisors, LLC | 140,856 | $1.85M | 0.69% | 00.0% | Unchanged |
| Usca Ria LLC | 145,118 | $1.90M | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 154,902 | $2.03M | 0.23% | +8,177+5.6% | Added |
| Peapack Gladstone Financial Corp | 182,369 | $2.39M | 0.06% | −3,191−1.7% | Reduced |
| Grace & White Inc | 189,372 | $2.48M | 0.45% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 192,953 | $2.53M | 1.06% | +2,703+1.4% | Added |
| Raymond James & Associates | 199,227 | $2.61M | 0.00% | +25,526+14.7% | Added |
| Royal Bank of Canada | 269,873 | $3.54M | 0.00% | −33,080−10.9% | Reduced |
| Stifel Financial Corp | 310,358 | $4.07M | 0.01% | −29,264−8.6% | Reduced |
| Baird Financial Group, Inc. | 330,922 | $4.34M | 0.01% | +5,586+1.7% | Added |
| Wakefield Asset Management LLLP | 383,948 | $5.03M | 1.91% | +49,324+14.7% | Added |
| Roberts Glore & Co Inc | 418,372 | $5.49M | 1.64% | −17,514−4.0% | Reduced |
| UBS Group AG | 461,443 | $6.05M | 0.00% | +17,894+4.0% | Added |
| Janney Montgomery Scott LLC | 478,545 | $6.27M | 0.03% | +2,771+0.6% | Added |
| Bank of America Corp | 534,691 | $7.01M | 0.00% | −129,250−19.5% | Reduced |
| HighTower Advisors, LLC | 635,099 | $8.32M | 0.02% | +3,210+0.5% | Added |
| City of London Investment Management Co Ltd | 803,781 | $10.6M | 0.55% | −80,472−9.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 963,493 | $12.6M | 0.02% | +418,999+77.0% | Added |
| Invesco Ltd. | 985,997 | $12.9M | 0.00% | +26,291+2.7% | Added |
| BFSG, LLC | 1,095,695 | $14.4M | 2.58% | −4700.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,181,779 | $15.5M | 0.01% | +218,171+22.6% | Added |
| Morgan Stanley | 2,203,120 | $28.9M | 0.00% | +135,038+6.5% | Added |
| Wells Fargo & Company | 2,233,436 | $29.3M | 0.01% | +104,357+4.9% | Added |
| 1607 Capital Partners, LLC | 3,136,002 | $41.1M | 1.98% | −81,515−2.5% | Reduced |
| Rivernorth Capital Management, LLC | 3,145,918 | $41.2M | 2.35% | −679,835−17.8% | Reduced |
| Sit Investment Associates Inc | 3,579,599 | $46.9M | 1.16% | +30,525+0.9% | 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 |