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, Q4 2021
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Dec 31, 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
- 89
- +2 vs. Q3 2021
- Shares held
- 25.3M
- −339.7K (−1.3%) vs. Q3 2021
- Total value
- $343.4M
- +$2.77M (+0.8%) vs. Q3 2021
- New holders
- 16
- 28 more added
- Sold out
- 14
- 26 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,381,884 | $86.7M | 2.04% | +2,092,577+48.8% | Added |
| 1607 Capital Partners, LLC | 2,821,240 | $38.3M | 2.04% | −242,900−7.9% | Reduced |
| Morgan Stanley | 2,262,759 | $30.7M | 0.00% | +167,745+8.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,033,784 | $27.6M | 0.03% | +2,033,784 | New |
| Parametric Portfolio Associates LLC | 1,419,439 | $19.3M | 0.01% | +90,679+6.8% | Added |
| BFSG, LLC | 1,091,116 | $14.8M | 2.06% | +3,324+0.3% | Added |
| Invesco Ltd. | 1,020,383 | $13.9M | 0.00% | +40,011+4.1% | Added |
| City of London Investment Management Co Ltd | 812,437 | $11.0M | 0.62% | +24,154+3.1% | Added |
| LPL Financial LLC | 714,854 | $9.71M | 0.01% | +282,605+65.4% | Added |
| Bank of America Corp | 649,735 | $8.82M | 0.00% | +67,188+11.5% | Added |
| Janney Montgomery Scott LLC | 496,587 | $6.74M | 0.03% | +14,330+3.0% | Added |
| Roberts Glore & Co Inc | 413,619 | $5.62M | 1.48% | +1,438+0.3% | Added |
| Wakefield Asset Management LLLP | 401,700 | $5.46M | 1.88% | +19,668+5.1% | Added |
| Stifel Financial Corp | 371,566 | $5.05M | 0.01% | +26,003+7.5% | Added |
| Baird Financial Group, Inc. | 336,293 | $4.57M | 0.01% | −6,773−2.0% | Reduced |
| Royal Bank of Canada | 250,014 | $3.40M | 0.00% | −2,467−1.0% | Reduced |
| Congress Park Capital LLC | 249,229 | $3.38M | 1.67% | +28,800+13.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 215,870 | $2.93M | 1.06% | +17,615+8.9% | Added |
| UBS Group AG | 194,220 | $2.64M | 0.00% | −164,392−45.8% | Reduced |
| Grace & White Inc | 189,372 | $2.57M | 0.48% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 177,308 | $2.41M | 0.05% | −4,201−2.3% | Reduced |
| Raymond James & Associates | 166,535 | $2.26M | 0.00% | −18,472−10.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 146,123 | $1.98M | 0.08% | −120−0.1% | Reduced |
| Fiera Capital Corp | 129,086 | $1.75M | 0.00% | +3,347+2.7% | Added |
| Oxbow Advisors, LLC | 127,130 | $1.73M | 0.17% | −365−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 124,692 | $1.69M | 0.00% | −371,480−74.9% | Reduced |
| Commonwealth Equity Services, LLC | 120,668 | $1.64M | 0.00% | +107,530+818.5% | Added |
| Wells Fargo & Company | 113,466 | $1.54M | 0.00% | −2,015,028−94.7% | Reduced |
| North Star Investment Management Corp. | 110,654 | $1.50M | 0.11% | +518+0.5% | Added |
| Atlas Private Wealth Advisors | 97,675 | $1.33M | 0.61% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 90,421 | $1.23M | 0.20% | −4,252−4.5% | Reduced |
| 6 Meridian | 89,841 | $1.22M | 0.09% | +4,595+5.4% | Added |
| Stegent Equity Advisors, Inc. | 84,344 | $1.14M | 0.93% | +84,344 | New |
| Windsor Creek Advisors, LLC | 87,413 | $1.14M | 0.51% | −53,443−37.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 76,090 | $1.03M | 0.14% | −2,960−3.7% | Reduced |
| MBB Public Markets I LLC | 74,362 | $1.01M | 0.02% | +74,362 | New |
| Guggenheim Capital LLC | 72,734 | $988.0K | 0.01% | −14,876−17.0% | Reduced |
| First Trust Advisors LP | 72,500 | $985.0K | 0.00% | +487+0.7% | Added |
| Hollencrest Capital Management | 71,843 | $976.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 71,590 | $972.0K | 0.07% | +1,343+1.9% | Added |
| Lloyd Park, LLC | 68,602 | $932.0K | 0.74% | +68,602 | New |
| Clough Capital Partners L P | 63,800 | $866.0K | 0.06% | +63,800 | New |
| Envestnet Asset Management Inc | 56,907 | $773.0K | 0.00% | +13,630+31.5% | Added |
| Stolper Co | 51,575 | $700.0K | 0.31% | +3,181+6.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48,447 | $658.0K | 0.19% | −10,000−17.1% | Reduced |
| Matisse Capital | 38,800 | $527.0K | 0.36% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 38,616 | $524.0K | 0.07% | −28,573−42.5% | Reduced |
| Transcend Wealth Collective, LLC | 38,550 | $524.0K | 0.05% | +150+0.4% | Added |
| Advisors Asset Management, Inc. | 37,230 | $505.6K | 0.01% | +28+0.1% | Added |
| Mirador Capital Partners LP | 34,595 | $470.0K | 0.10% | +34,595 | New |
| Walleye Capital LLC | 31,856 | $433.0K | 0.01% | −36,344−53.3% | Reduced |
| D.A. Davidson & Co. | 30,300 | $411.0K | 0.00% | −400−1.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,225 | $370.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,175 | $369.0K | 0.00% | +831+3.2% | Added |
| HighTower Advisors, LLC | 23,096 | $314.0K | 0.00% | −603,787−96.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,887 | $297.0K | 0.00% | +142+0.7% | Added |
| Triad Investment Management | 20,943 | $284.0K | 0.26% | +20,943 | New |
| Steward Partners Investment Advisory, LLC | 20,880 | $284.0K | 0.00% | +20,880 | New |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $251.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,680 | $227.0K | 0.00% | −21,440−56.2% | Reduced |
| US Bancorp | 15,743 | $214.0K | 0.00% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 14,820 | $201.0K | 0.05% | +14,820 | New |
| Kestra Advisory Services, LLC | 14,430 | $196.0K | 0.00% | −340−2.3% | Reduced |
| Raymond James Trust N.A. | 13,593 | $185.0K | 0.01% | −8,530−38.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,686 | $172.0K | 0.00% | +12,686 | New |
| Karpus Management, Inc. | 12,500 | $170.0K | 0.00% | −57,804−82.2% | Reduced |
| Oppenheimer & Co Inc | 11,800 | $160.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 10,100 | $137.0K | 0.03% | −68,721−87.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,054 | $123.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 5,500 | $75.0K | 0.02% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 4,500 | $61.0K | 0.03% | +4,500 | New |
| Creative Financial Designs Inc | 3,771 | $51.0K | 0.01% | +3,771 | New |
| Rockefeller Capital Management L.P. | 3,491 | $47.0K | 0.00% | +50+1.5% | Added |
| Spire Wealth Management | 2,000 | $27.0K | 0.00% | −2,000−50.0% | Reduced |
| Ancora Advisors, LLC | 1,822 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $21.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,502 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,212 | $16.0K | 0.00% | +1,212 | New |
| First PREMIER Bank | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 684 | $9.00K | 0.00% | +684 | New |
| Fifth Third Bancorp | 621 | $8.00K | 0.00% | +21+3.5% | Added |
| Accel Wealth Management | 607 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 215 | $3.00K | 0.00% | +215 | New |
| Geneos Wealth Management Inc. | 147 | $2.00K | 0.00% | −26−15.0% | Reduced |
| Sargent Bickham Lagudis LLC | 10 | $0 | 0.00% | +10 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,908,270−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −45,187−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,550−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −16,888−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,742−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −13,242−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |