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, Q3 2021
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Sep 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
- 87
- −3 vs. Q2 2021
- Shares held
- 25.6M
- −836.6K (−3.2%) vs. Q2 2021
- Total value
- $340.6M
- −$6.36M (−1.8%) vs. Q2 2021
- New holders
- 5
- 24 more added
- Sold out
- 8
- 31 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,289,307 | $57.0M | 1.48% | +709,708+19.8% | Added |
| 1607 Capital Partners, LLC | 3,064,140 | $40.7M | 2.04% | −71,862−2.3% | Reduced |
| Wells Fargo & Company | 2,128,494 | $28.3M | 0.01% | −104,942−4.7% | Reduced |
| Morgan Stanley | 2,095,014 | $27.8M | 0.00% | −108,106−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 1,908,270 | $25.4M | 1.34% | −1,237,648−39.3% | Reduced |
| Parametric Portfolio Associates LLC | 1,328,760 | $17.7M | 0.01% | +146,981+12.4% | Added |
| BFSG, LLC | 1,087,792 | $14.5M | 2.21% | −7,903−0.7% | Reduced |
| Invesco Ltd. | 980,372 | $13.0M | 0.00% | −5,625−0.6% | Reduced |
| City of London Investment Management Co Ltd | 788,283 | $10.5M | 0.63% | −15,498−1.9% | Reduced |
| HighTower Advisors, LLC | 626,883 | $8.33M | 0.02% | −8,216−1.3% | Reduced |
| Bank of America Corp | 582,547 | $7.74M | 0.00% | +47,856+9.0% | Added |
| Northwestern Mutual Wealth Management Co | 496,172 | $6.59M | 0.01% | −467,321−48.5% | Reduced |
| Janney Montgomery Scott LLC | 482,257 | $6.41M | 0.03% | +3,712+0.8% | Added |
| LPL Financial LLC | 432,249 | $5.75M | 0.01% | +411,112+1,945.0% | Added |
| Roberts Glore & Co Inc | 412,181 | $5.48M | 1.66% | −6,191−1.5% | Reduced |
| Wakefield Asset Management LLLP | 382,032 | $5.08M | 1.91% | −1,916−0.5% | Reduced |
| UBS Group AG | 358,612 | $4.76M | 0.00% | −102,831−22.3% | Reduced |
| Stifel Financial Corp | 345,563 | $4.59M | 0.01% | +35,205+11.3% | Added |
| Baird Financial Group, Inc. | 343,066 | $4.56M | 0.01% | +12,144+3.7% | Added |
| Royal Bank of Canada | 252,481 | $3.36M | 0.00% | −17,392−6.4% | Reduced |
| Congress Park Capital LLC | 220,429 | $2.93M | 1.50% | +102,433+86.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 198,255 | $2.63M | 1.16% | +5,302+2.7% | Added |
| Grace & White Inc | 189,372 | $2.52M | 0.48% | 00.0% | Unchanged |
| Raymond James & Associates | 185,007 | $2.46M | 0.00% | −14,220−7.1% | Reduced |
| Peapack Gladstone Financial Corp | 181,509 | $2.41M | 0.05% | −860−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 146,243 | $1.94M | 0.08% | +146,243 | New |
| Windsor Creek Advisors, LLC | 140,856 | $1.87M | 0.84% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 127,495 | $1.69M | 0.17% | +1,605+1.3% | Added |
| Fiera Capital Corp | 125,739 | $1.67M | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 110,136 | $1.46M | 0.12% | −1,814−1.6% | Reduced |
| Atlas Private Wealth Advisors | 97,675 | $1.30M | 0.68% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 94,673 | $1.26M | 0.22% | +14,787+18.5% | Added |
| Guggenheim Capital LLC | 87,610 | $1.17M | 0.01% | +8,097+10.2% | Added |
| 6 Meridian | 85,246 | $1.13M | 0.09% | −19,030−18.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 79,050 | $1.05M | 0.15% | −4,000−4.8% | Reduced |
| Twin Focus Capital Partners, LLC | 78,821 | $1.05M | 0.24% | −3,025−3.7% | Reduced |
| First Trust Advisors LP | 72,013 | $957.0K | 0.00% | +22,799+46.3% | Added |
| Hollencrest Capital Management | 71,843 | $955.0K | 0.09% | 00.0% | Unchanged |
| Karpus Management, Inc. | 70,304 | $934.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 70,247 | $934.0K | 0.07% | +2,183+3.2% | Added |
| Walleye Capital LLC | 68,200 | $906.0K | 0.03% | +1,113+1.7% | Added |
| Proficio Capital Partners LLC | 67,189 | $893.0K | 0.12% | −16,096−19.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 58,447 | $777.0K | 0.25% | 00.0% | Unchanged |
| Stolper Co | 48,394 | $643.0K | 0.31% | +3,286+7.3% | Added |
| Levin Capital Strategies, L.P. | 45,187 | $601.0K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 43,277 | $575.0K | 0.00% | +4,367+11.2% | Added |
| Transcend Wealth Collective, LLC | 38,400 | $530.0K | 0.05% | +38,400 | New |
| Matisse Capital | 38,800 | $516.0K | 0.19% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 38,120 | $506.0K | 0.00% | +9,720+34.2% | Added |
| Advisors Asset Management, Inc. | 37,202 | $494.0K | 0.01% | −23,025−38.2% | Reduced |
| D.A. Davidson & Co. | 30,700 | $408.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 27,225 | $362.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 26,344 | $350.0K | 0.00% | +626+2.4% | Added |
| Raymond James Trust N.A. | 22,123 | $294.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,745 | $290.0K | 0.00% | −2,304−9.6% | Reduced |
| Cerity Partners LLC | 18,550 | $247.0K | 0.01% | −4,000−17.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $246.0K | 0.02% | +1,000+5.7% | Added |
| CSS LLC | 16,888 | $224.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 15,743 | $209.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 14,742 | $196.0K | 0.00% | −5,399−26.8% | Reduced |
| Kestra Advisory Services, LLC | 14,770 | $196.0K | 0.00% | −41−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,242 | $176.0K | 0.00% | +13,242 | New |
| Commonwealth Equity Services, LLC | 13,138 | $174.0K | 0.00% | −1,497−10.2% | Reduced |
| Oppenheimer & Co Inc | 11,800 | $157.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9,540 | $127.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,540 | $126.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,054 | $120.0K | 0.07% | −250−2.7% | Reduced |
| Clean Yield Group | 5,500 | $73.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 5,457 | $72.0K | 0.00% | +2,008+58.2% | Added |
| Harbour Investments, Inc. | 4,500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,071 | $54.0K | 0.02% | +32+0.8% | Added |
| Spire Wealth Management | 4,000 | $53.0K | 0.00% | −9,200−69.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,441 | $45.0K | 0.00% | +8+0.2% | Added |
| Ancora Advisors, LLC | 1,822 | $24.0K | 0.00% | −1,878−50.8% | Reduced |
| Whittier Trust Co | 1,572 | $21.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,502 | $19.0K | 0.00% | +1,502 | New |
| 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 |
| Accel Wealth Management | 607 | $8.00K | 0.01% | +607 | New |
| Arkadios Wealth Advisors | 551 | $7.00K | 0.00% | −3,934−87.7% | Reduced |
| Washington Trust Co | 400 | $5.00K | 0.00% | −100−20.0% | Reduced |
| Gradient Investments LLC | 375 | $5.00K | 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 |
| Patriot Financial Group Insurance Agency, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 173 | $2.00K | 0.00% | +1+0.6% | Added |
| Arnhold LLC | 0 | $0 | 0.00% | −154,902−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −81,056−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,614−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −13,480−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |