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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 449 | $5.39K | 0.00% | +449 | New |
| Fifth Third Bancorp | 621 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 607 | $7.00K | 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 |
| First PREMIER Bank | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 1,310 | $16.0K | 0.00% | +98+8.1% | Added |
| FourThought Financial, LLC | 1,502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,090 | $25.0K | 0.00% | +2,090 | New |
| Clean Yield Group | 5,500 | $66.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8,854 | $106.0K | 0.05% | −200−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,390 | $112.8K | 0.00% | +9,390 | New |
| Bartlett & Co. LLC | 9,390 | $113.0K | 0.00% | +9,390 | 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 |
| HRT Financial LP | 12,167 | $146.0K | 0.00% | +12,167 | New |
| 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 |
| Twin Focus Capital Partners, LLC | 12,900 | $155.0K | 0.03% | +2,800+27.7% | Added |
| Coastal Investment Advisors, Inc. | 14,482 | $174.0K | 0.03% | +14,482 | New |
| Garrett Investment Advisors LLC | 14,820 | $178.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 15,743 | $189.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,200 | $195.0K | 0.05% | −32,247−66.6% | Reduced |
| Chicago Partners Investment Group LLC | 18,767 | $199.0K | 0.02% | +18,767 | New |
| Private Advisor Group, LLC | 16,680 | $200.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $222.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,100 | $241.0K | 0.00% | +20,100 | New |
| Advisor Group Holdings, Inc. | 20,431 | $246.0K | 0.00% | −1,456−6.7% | Reduced |
| Proficio Capital Partners LLC | 21,214 | $255.0K | 0.04% | −17,402−45.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,880 | $263.0K | 0.00% | +1,000+4.8% | Added |
| Walleye Capital LLC | 22,543 | $271.0K | 0.01% | −9,313−29.2% | Reduced |
| Stegent Equity Advisors, Inc. | 22,715 | $273.0K | 0.23% | −61,629−73.1% | Reduced |
| HighTower Advisors, LLC | 22,859 | $275.0K | 0.00% | −237−1.0% | Reduced |
| MML Investors Services, LLC | 23,890 | $287.0K | 0.00% | −3,285−12.1% | Reduced |
| Triad Investment Management | 24,295 | $292.0K | 0.28% | +3,352+16.0% | Added |
| Horizon Kinetics Asset Management LLC | 27,019 | $324.0K | 0.01% | −206−0.8% | Reduced |
| D.A. Davidson & Co. | 30,300 | $364.0K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 31,385 | $377.0K | 0.35% | −7,415−19.1% | Reduced |
| Mirador Capital Partners LP | 33,879 | $407.0K | 0.08% | −716−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 38,607 | $464.0K | 0.04% | +57+0.1% | Added |
| Envestnet Asset Management Inc | 41,314 | $496.0K | 0.00% | −15,593−27.4% | Reduced |
| Verus Capital Partners, LLC | 53,630 | $582.0K | 0.09% | +53,630 | New |
| Stolper Co | 57,021 | $685.0K | 0.29% | +5,446+10.6% | Added |
| Commonwealth Equity Services, LLC | 60,295 | $724.0K | 0.00% | −60,373−50.0% | Reduced |
| Clough Capital Partners L P | 63,800 | $766.0K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 68,487 | $823.0K | 0.06% | −3,103−4.3% | Reduced |
| Hollencrest Capital Management | 71,843 | $863.0K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 71,960 | $864.0K | 0.12% | −4,130−5.4% | Reduced |
| Hightower 6M Holding, LLC | 83,408 | $1.00M | 0.08% | +83,408 | New |
| PenderFund Capital Management Ltd. | 67,799 | $1.02M | 0.25% | +67,799 | New |
| Guggenheim Capital LLC | 87,660 | $1.05M | 0.01% | +14,926+20.5% | Added |
| Aviance Capital Partners, LLC | 96,516 | $1.16M | 0.21% | +6,095+6.7% | Added |
| UBS Group AG | 101,292 | $1.22M | 0.00% | −92,928−47.8% | Reduced |
| First Trust Advisors LP | 102,058 | $1.23M | 0.00% | +29,558+40.8% | Added |
| Northwestern Mutual Wealth Management Co | 104,394 | $1.25M | 0.00% | −20,298−16.3% | Reduced |
| Wells Fargo & Company | 116,743 | $1.40M | 0.00% | +3,277+2.9% | Added |
| Atlas Private Wealth Advisors | 120,460 | $1.45M | 0.64% | +22,785+23.3% | Added |
| North Star Investment Management Corp. | 137,670 | $1.65M | 0.13% | +27,016+24.4% | Added |
| Congress Park Capital LLC | 139,350 | $1.67M | 0.86% | −109,879−44.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 150,123 | $1.80M | 0.07% | +4,000+2.7% | Added |
| Fiera Capital Corp | 154,776 | $1.86M | 0.00% | +25,690+19.9% | Added |
| Peapack Gladstone Financial Corp | 174,540 | $2.10M | 0.04% | −2,768−1.6% | Reduced |
| Grace & White Inc | 187,772 | $2.25M | 0.42% | −1,600−0.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 201,108 | $2.42M | 0.90% | −14,762−6.8% | Reduced |
| Raymond James & Associates | 215,686 | $2.59M | 0.00% | +49,151+29.5% | Added |
| Royal Bank of Canada | 240,528 | $2.89M | 0.00% | −9,486−3.8% | Reduced |
| Baird Financial Group, Inc. | 351,997 | $4.23M | 0.01% | +15,704+4.7% | Added |
| Roberts Glore & Co Inc | 408,744 | $4.91M | 1.41% | −4,875−1.2% | Reduced |
| Wakefield Asset Management LLLP | 417,279 | $5.01M | 1.80% | +15,579+3.9% | Added |
| Magnolia Capital Advisors LLC | 431,235 | $5.18M | 2.03% | +431,235 | New |
| Janney Montgomery Scott LLC | 502,052 | $6.03M | 0.03% | +5,465+1.1% | Added |
| Stifel Financial Corp | 507,680 | $6.10M | 0.01% | +136,114+36.6% | Added |
| Bank of America Corp | 585,733 | $7.04M | 0.00% | −64,002−9.9% | Reduced |
| LPL Financial LLC | 589,834 | $7.08M | 0.01% | −125,020−17.5% | Reduced |
| City of London Investment Management Co Ltd | 845,191 | $10.1M | 0.64% | +32,754+4.0% | Added |
| Invesco Ltd. | 871,607 | $10.5M | 0.00% | −148,776−14.6% | Reduced |
| Parametric Portfolio Associates LLC | 1,638,998 | $19.7M | 0.01% | +219,559+15.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,050,525 | $24.6M | 0.03% | +16,741+0.8% | Added |
| BFSG, LLC | 2,184,799 | $28.0M | 4.43% | +1,093,683+100.2% | Added |
| Morgan Stanley | 2,459,140 | $29.5M | 0.00% | +196,381+8.7% | Added |
| 1607 Capital Partners, LLC | 2,704,344 | $32.5M | 1.90% | −116,896−4.1% | Reduced |
| Sit Investment Associates Inc | 6,400,009 | $76.9M | 2.07% | +18,125+0.3% | Added |
| 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 |