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