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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 173 | $2.00K | 0.00% | +1+0.6% | Added |
| 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 |
| Washington Trust Co | 400 | $5.00K | 0.00% | −100−20.0% | Reduced |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 551 | $7.00K | 0.00% | −3,934−87.7% | Reduced |
| Fifth Third Bancorp | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 607 | $8.00K | 0.01% | +607 | New |
| Key Financial Inc | 708 | $9.00K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,502 | $19.0K | 0.00% | +1,502 | New |
| Whittier Trust Co | 1,572 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,822 | $24.0K | 0.00% | −1,878−50.8% | Reduced |
| Rockefeller Capital Management L.P. | 3,441 | $45.0K | 0.00% | +8+0.2% | Added |
| Spire Wealth Management | 4,000 | $53.0K | 0.00% | −9,200−69.7% | Reduced |
| Liberty Wealth Management LLC | 4,071 | $54.0K | 0.02% | +32+0.8% | Added |
| Harbour Investments, Inc. | 4,500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,457 | $72.0K | 0.00% | +2,008+58.2% | Added |
| Clean Yield Group | 5,500 | $73.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,054 | $120.0K | 0.07% | −250−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,540 | $126.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9,540 | $127.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,800 | $157.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,138 | $174.0K | 0.00% | −1,497−10.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,242 | $176.0K | 0.00% | +13,242 | New |
| 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 |
| US Bancorp | 15,743 | $209.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 16,888 | $224.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $246.0K | 0.02% | +1,000+5.7% | Added |
| Cerity Partners LLC | 18,550 | $247.0K | 0.01% | −4,000−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 21,745 | $290.0K | 0.00% | −2,304−9.6% | Reduced |
| Raymond James Trust N.A. | 22,123 | $294.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 26,344 | $350.0K | 0.00% | +626+2.4% | Added |
| Horizon Kinetics Asset Management LLC | 27,225 | $362.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,700 | $408.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 37,202 | $494.0K | 0.01% | −23,025−38.2% | Reduced |
| Private Advisor Group, LLC | 38,120 | $506.0K | 0.00% | +9,720+34.2% | Added |
| Matisse Capital | 38,800 | $516.0K | 0.19% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 38,400 | $530.0K | 0.05% | +38,400 | New |
| Envestnet Asset Management Inc | 43,277 | $575.0K | 0.00% | +4,367+11.2% | Added |
| Levin Capital Strategies, L.P. | 45,187 | $601.0K | 0.06% | 00.0% | Unchanged |
| Stolper Co | 48,394 | $643.0K | 0.31% | +3,286+7.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 58,447 | $777.0K | 0.25% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 67,189 | $893.0K | 0.12% | −16,096−19.3% | Reduced |
| Walleye Capital LLC | 68,200 | $906.0K | 0.03% | +1,113+1.7% | Added |
| 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 |
| Hollencrest Capital Management | 71,843 | $955.0K | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 72,013 | $957.0K | 0.00% | +22,799+46.3% | Added |
| Twin Focus Capital Partners, LLC | 78,821 | $1.05M | 0.24% | −3,025−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 79,050 | $1.05M | 0.15% | −4,000−4.8% | Reduced |
| 6 Meridian | 85,246 | $1.13M | 0.09% | −19,030−18.2% | Reduced |
| Guggenheim Capital LLC | 87,610 | $1.17M | 0.01% | +8,097+10.2% | Added |
| Aviance Capital Partners, LLC | 94,673 | $1.26M | 0.22% | +14,787+18.5% | Added |
| Atlas Private Wealth Advisors | 97,675 | $1.30M | 0.68% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 110,136 | $1.46M | 0.12% | −1,814−1.6% | Reduced |
| Fiera Capital Corp | 125,739 | $1.67M | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 127,495 | $1.69M | 0.17% | +1,605+1.3% | Added |
| Windsor Creek Advisors, LLC | 140,856 | $1.87M | 0.84% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 146,243 | $1.94M | 0.08% | +146,243 | New |
| Peapack Gladstone Financial Corp | 181,509 | $2.41M | 0.05% | −860−0.5% | Reduced |
| Raymond James & Associates | 185,007 | $2.46M | 0.00% | −14,220−7.1% | Reduced |
| Grace & White Inc | 189,372 | $2.52M | 0.48% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 198,255 | $2.63M | 1.16% | +5,302+2.7% | Added |
| Congress Park Capital LLC | 220,429 | $2.93M | 1.50% | +102,433+86.8% | Added |
| Royal Bank of Canada | 252,481 | $3.36M | 0.00% | −17,392−6.4% | Reduced |
| Baird Financial Group, Inc. | 343,066 | $4.56M | 0.01% | +12,144+3.7% | Added |
| Stifel Financial Corp | 345,563 | $4.59M | 0.01% | +35,205+11.3% | Added |
| UBS Group AG | 358,612 | $4.76M | 0.00% | −102,831−22.3% | Reduced |
| Wakefield Asset Management LLLP | 382,032 | $5.08M | 1.91% | −1,916−0.5% | Reduced |
| Roberts Glore & Co Inc | 412,181 | $5.48M | 1.66% | −6,191−1.5% | Reduced |
| LPL Financial LLC | 432,249 | $5.75M | 0.01% | +411,112+1,945.0% | Added |
| Janney Montgomery Scott LLC | 482,257 | $6.41M | 0.03% | +3,712+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 496,172 | $6.59M | 0.01% | −467,321−48.5% | Reduced |
| Bank of America Corp | 582,547 | $7.74M | 0.00% | +47,856+9.0% | Added |
| HighTower Advisors, LLC | 626,883 | $8.33M | 0.02% | −8,216−1.3% | Reduced |
| City of London Investment Management Co Ltd | 788,283 | $10.5M | 0.63% | −15,498−1.9% | Reduced |
| Invesco Ltd. | 980,372 | $13.0M | 0.00% | −5,625−0.6% | Reduced |
| BFSG, LLC | 1,087,792 | $14.5M | 2.21% | −7,903−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,328,760 | $17.7M | 0.01% | +146,981+12.4% | Added |
| Rivernorth Capital Management, LLC | 1,908,270 | $25.4M | 1.34% | −1,237,648−39.3% | Reduced |
| Morgan Stanley | 2,095,014 | $27.8M | 0.00% | −108,106−4.9% | Reduced |
| Wells Fargo & Company | 2,128,494 | $28.3M | 0.01% | −104,942−4.7% | Reduced |
| 1607 Capital Partners, LLC | 3,064,140 | $40.7M | 2.04% | −71,862−2.3% | Reduced |
| Sit Investment Associates Inc | 4,289,307 | $57.0M | 1.48% | +709,708+19.8% | 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 |