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, Q1 2022
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Mar 31, 2022. 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. Q4 2021
- Shares held
- 26.5M
- +1.40M (+5.6%) vs. Q4 2021
- Total value
- $320.3M
- −$20.8M (−6.1%) vs. Q4 2021
- New holders
- 15
- 25 more added
- Sold out
- 13
- 29 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,400,009 | $76.9M | 2.07% | +18,125+0.3% | Added |
| 1607 Capital Partners, LLC | 2,704,344 | $32.5M | 1.90% | −116,896−4.1% | Reduced |
| Morgan Stanley | 2,459,140 | $29.5M | 0.00% | +196,381+8.7% | Added |
| BFSG, LLC | 2,184,799 | $28.0M | 4.43% | +1,093,683+100.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,050,525 | $24.6M | 0.03% | +16,741+0.8% | Added |
| Parametric Portfolio Associates LLC | 1,638,998 | $19.7M | 0.01% | +219,559+15.5% | Added |
| Invesco Ltd. | 871,607 | $10.5M | 0.00% | −148,776−14.6% | Reduced |
| City of London Investment Management Co Ltd | 845,191 | $10.1M | 0.64% | +32,754+4.0% | Added |
| LPL Financial LLC | 589,834 | $7.08M | 0.01% | −125,020−17.5% | Reduced |
| Bank of America Corp | 585,733 | $7.04M | 0.00% | −64,002−9.9% | Reduced |
| Stifel Financial Corp | 507,680 | $6.10M | 0.01% | +136,114+36.6% | Added |
| Janney Montgomery Scott LLC | 502,052 | $6.03M | 0.03% | +5,465+1.1% | Added |
| Magnolia Capital Advisors LLC | 431,235 | $5.18M | 2.03% | +431,235 | New |
| Wakefield Asset Management LLLP | 417,279 | $5.01M | 1.80% | +15,579+3.9% | Added |
| Roberts Glore & Co Inc | 408,744 | $4.91M | 1.41% | −4,875−1.2% | Reduced |
| Baird Financial Group, Inc. | 351,997 | $4.23M | 0.01% | +15,704+4.7% | Added |
| Royal Bank of Canada | 240,528 | $2.89M | 0.00% | −9,486−3.8% | Reduced |
| Raymond James & Associates | 215,686 | $2.59M | 0.00% | +49,151+29.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 201,108 | $2.42M | 0.90% | −14,762−6.8% | Reduced |
| Grace & White Inc | 187,772 | $2.25M | 0.42% | −1,600−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 174,540 | $2.10M | 0.04% | −2,768−1.6% | Reduced |
| Fiera Capital Corp | 154,776 | $1.86M | 0.00% | +25,690+19.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 150,123 | $1.80M | 0.07% | +4,000+2.7% | Added |
| Congress Park Capital LLC | 139,350 | $1.67M | 0.86% | −109,879−44.1% | Reduced |
| North Star Investment Management Corp. | 137,670 | $1.65M | 0.13% | +27,016+24.4% | Added |
| Atlas Private Wealth Advisors | 120,460 | $1.45M | 0.64% | +22,785+23.3% | Added |
| Wells Fargo & Company | 116,743 | $1.40M | 0.00% | +3,277+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 104,394 | $1.25M | 0.00% | −20,298−16.3% | Reduced |
| First Trust Advisors LP | 102,058 | $1.23M | 0.00% | +29,558+40.8% | Added |
| UBS Group AG | 101,292 | $1.22M | 0.00% | −92,928−47.8% | Reduced |
| Aviance Capital Partners, LLC | 96,516 | $1.16M | 0.21% | +6,095+6.7% | Added |
| Guggenheim Capital LLC | 87,660 | $1.05M | 0.01% | +14,926+20.5% | Added |
| PenderFund Capital Management Ltd. | 67,799 | $1.02M | 0.25% | +67,799 | New |
| Hightower 6M Holding, LLC | 83,408 | $1.00M | 0.08% | +83,408 | New |
| Pekin Hardy Strauss, Inc. | 71,960 | $864.0K | 0.12% | −4,130−5.4% | Reduced |
| Hollencrest Capital Management | 71,843 | $863.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 68,487 | $823.0K | 0.06% | −3,103−4.3% | Reduced |
| Clough Capital Partners L P | 63,800 | $766.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 60,295 | $724.0K | 0.00% | −60,373−50.0% | Reduced |
| Stolper Co | 57,021 | $685.0K | 0.29% | +5,446+10.6% | Added |
| Verus Capital Partners, LLC | 53,630 | $582.0K | 0.09% | +53,630 | New |
| Envestnet Asset Management Inc | 41,314 | $496.0K | 0.00% | −15,593−27.4% | Reduced |
| Transcend Wealth Collective, LLC | 38,607 | $464.0K | 0.04% | +57+0.1% | Added |
| Mirador Capital Partners LP | 33,879 | $407.0K | 0.08% | −716−2.1% | Reduced |
| Matisse Capital | 31,385 | $377.0K | 0.35% | −7,415−19.1% | Reduced |
| D.A. Davidson & Co. | 30,300 | $364.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 27,019 | $324.0K | 0.01% | −206−0.8% | Reduced |
| Triad Investment Management | 24,295 | $292.0K | 0.28% | +3,352+16.0% | Added |
| MML Investors Services, LLC | 23,890 | $287.0K | 0.00% | −3,285−12.1% | Reduced |
| HighTower Advisors, LLC | 22,859 | $275.0K | 0.00% | −237−1.0% | Reduced |
| Stegent Equity Advisors, Inc. | 22,715 | $273.0K | 0.23% | −61,629−73.1% | Reduced |
| Walleye Capital LLC | 22,543 | $271.0K | 0.01% | −9,313−29.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,880 | $263.0K | 0.00% | +1,000+4.8% | Added |
| Proficio Capital Partners LLC | 21,214 | $255.0K | 0.04% | −17,402−45.1% | Reduced |
| Advisor Group Holdings, Inc. | 20,431 | $246.0K | 0.00% | −1,456−6.7% | Reduced |
| Avantax Advisory Services, Inc. | 20,100 | $241.0K | 0.00% | +20,100 | New |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $222.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,680 | $200.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,767 | $199.0K | 0.02% | +18,767 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,200 | $195.0K | 0.05% | −32,247−66.6% | Reduced |
| US Bancorp | 15,743 | $189.0K | 0.00% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 14,820 | $178.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 14,482 | $174.0K | 0.03% | +14,482 | New |
| Twin Focus Capital Partners, LLC | 12,900 | $155.0K | 0.03% | +2,800+27.7% | Added |
| Karpus Management, Inc. | 12,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12,479 | $150.0K | 0.04% | +12,479 | New |
| HRT Financial LP | 12,167 | $146.0K | 0.00% | +12,167 | New |
| Oppenheimer & Co Inc | 11,800 | $142.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,841 | $142.0K | 0.00% | +11,841 | New |
| Bartlett & Co. LLC | 9,390 | $113.0K | 0.00% | +9,390 | New |
| Bartlett & Co. Wealth Management LLC | 9,390 | $112.8K | 0.00% | +9,390 | New |
| Carmichael Hill & Associates, Inc. | 8,854 | $106.0K | 0.05% | −200−2.2% | Reduced |
| Clean Yield Group | 5,500 | $66.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,090 | $25.0K | 0.00% | +2,090 | New |
| Spire Wealth Management | 2,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $19.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,310 | $16.0K | 0.00% | +98+8.1% | Added |
| Rockefeller Capital Management L.P. | 1,111 | $13.0K | 0.00% | −2,380−68.2% | Reduced |
| Lenox Wealth Advisors, LLC | 1,127 | $13.0K | 0.00% | +1,127 | New |
| First PREMIER Bank | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 742 | $9.00K | 0.00% | −3,029−80.3% | Reduced |
| Key Financial Inc | 708 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 621 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 607 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 449 | $5.39K | 0.00% | +449 | New |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −127,130−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −74,362−100.0% | Sold out |
| Lloyd Park, LLC | 0 | $0 | 0.00% | −68,602−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −37,230−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,430−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −13,593−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,686−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |