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 $194.5M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 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
- 92
- +5 vs. Q1 2022
- Shares held
- 24.4M
- −441.5K (−1.8%) vs. Q1 2022
- Total value
- $257.7M
- −$42.9M (−14.3%) vs. Q1 2022
- New holders
- 13
- 22 more added
- Sold out
- 8
- 36 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $194.5M |
| Q1 2026 | 95 | $196.6M |
| Q4 2025 | 97 | $207.3M |
| Q3 2025 | 88 | $223.5M |
| Q2 2025 | 91 | $223.7M |
| Q1 2025 | 95 | $215.7M |
| Q4 2024 | 94 | $212.2M |
| Q3 2024 | 95 | $221.6M |
| Q2 2024 | 93 | $220.8M |
| Q1 2024 | 91 | $340.9M |
| Q4 2023 | 98 | $273.8M |
| Q3 2023 | 87 | $208.4M |
| Q2 2023 | 83 | $226.8M |
| Q1 2023 | 90 | $234.0M |
| Q4 2022 | 91 | $239.5M |
| Q3 2022 | 95 | $228.8M |
| Q2 2022 | 92 | $257.7M |
| Q1 2022 | 89 | $320.3M |
| Q4 2021 | 89 | $344.1M |
| Q3 2021 | 87 | $340.6M |
| Q2 2021 | 91 | $348.9M |
| Q1 2021 | 90 | $327.6M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,545,789 | $68.9M | 2.10% | +145,780+2.3% | Added |
| Morgan Stanley | 3,916,536 | $41.2M | 0.01% | +1,457,396+59.3% | Added |
| 1607 Capital Partners, LLC | 2,616,794 | $27.6M | 1.88% | −87,550−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,251,263 | $23.7M | 0.04% | +200,738+9.8% | Added |
| BFSG, LLC | 1,092,953 | $11.5M | 2.08% | −1,091,846−50.0% | Reduced |
| Invesco Ltd. | 920,906 | $9.70M | 0.00% | +49,299+5.7% | Added |
| City of London Investment Management Co Ltd | 708,411 | $7.43M | 0.53% | −136,780−16.2% | Reduced |
| LPL Financial LLC | 581,996 | $6.13M | 0.01% | −7,838−1.3% | Reduced |
| Bank of America Corp | 571,048 | $6.01M | 0.00% | −14,685−2.5% | Reduced |
| Stifel Financial Corp | 499,133 | $5.26M | 0.01% | −8,547−1.7% | Reduced |
| Janney Montgomery Scott LLC | 495,525 | $5.17M | 0.02% | −6,527−1.3% | Reduced |
| Roberts Glore & Co Inc | 420,629 | $4.43M | 1.47% | +11,885+2.9% | Added |
| Baird Financial Group, Inc. | 383,366 | $4.04M | 0.01% | +31,369+8.9% | Added |
| Wakefield Asset Management LLLP | 242,170 | $2.55M | 1.09% | −175,109−42.0% | Reduced |
| Royal Bank of Canada | 217,173 | $2.29M | 0.00% | −23,355−9.7% | Reduced |
| Fiera Capital Corp | 198,241 | $2.09M | 0.01% | +43,465+28.1% | Added |
| Grace & White Inc | 187,772 | $1.98M | 0.41% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 174,540 | $1.84M | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 164,918 | $1.74M | 0.72% | −36,190−18.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 151,323 | $1.59M | 0.07% | +1,200+0.8% | Added |
| Raymond James & Associates | 121,626 | $1.28M | 0.00% | −94,060−43.6% | Reduced |
| Wells Fargo & Company | 116,398 | $1.23M | 0.00% | −345−0.3% | Reduced |
| First Trust Advisors LP | 101,820 | $1.07M | 0.00% | −238−0.2% | Reduced |
| Aviance Capital Partners, LLC | 96,070 | $1.01M | 0.23% | −446−0.5% | Reduced |
| Guggenheim Capital LLC | 93,639 | $986.0K | 0.01% | +5,979+6.8% | Added |
| UBS Group AG | 87,983 | $927.0K | 0.00% | −13,309−13.1% | Reduced |
| PenderFund Capital Management Ltd. | 67,799 | $919.0K | 0.25% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 80,500 | $848.0K | 0.07% | −2,908−3.5% | Reduced |
| Atlas Private Wealth Advisors | 80,091 | $843.0K | 0.51% | −40,369−33.5% | Reduced |
| Hollencrest Capital Management | 71,843 | $757.0K | 0.09% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 68,867 | $725.0K | 0.11% | −3,093−4.3% | Reduced |
| Dynamic Advisor Solutions LLC | 68,415 | $720.0K | 0.06% | −72−0.1% | Reduced |
| Matisse Capital | 62,014 | $653.0K | 0.62% | +30,629+97.6% | Added |
| Wealthcare Advisory Partners LLC | 58,647 | $618.0K | 0.04% | +58,647 | New |
| Stolper Co | 57,215 | $602.0K | 0.28% | +194+0.3% | Added |
| Congress Park Capital LLC | 52,250 | $550.0K | 0.35% | −87,100−62.5% | Reduced |
| Verus Capital Partners, LLC | 23,967 | $541.0K | 0.11% | −29,663−55.3% | Reduced |
| North Star Investment Management Corp. | 39,145 | $412.0K | 0.04% | −98,525−71.6% | Reduced |
| Transcend Wealth Collective, LLC | 38,686 | $407.0K | 0.04% | +79+0.2% | Added |
| Envestnet Asset Management Inc | 36,746 | $387.0K | 0.00% | −4,568−11.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,481 | $384.0K | 0.00% | −23,814−39.5% | Reduced |
| Lloyd Park, LLC | 36,100 | $380.0K | 0.40% | +36,100 | New |
| Advisors Asset Management, Inc. | 33,151 | $349.0K | 0.01% | +33,151 | New |
| Steward Partners Investment Advisory, LLC | 27,669 | $291.0K | 0.01% | +5,789+26.5% | Added |
| Landscape Capital Management, L.L.C. | 26,955 | $284.0K | 0.04% | +26,955 | New |
| Horizon Kinetics Asset Management LLC | 26,726 | $281.0K | 0.01% | −293−1.1% | Reduced |
| MML Investors Services, LLC | 24,829 | $261.0K | 0.00% | +939+3.9% | Added |
| Triad Investment Management | 24,120 | $254.0K | 0.38% | −175−0.7% | Reduced |
| D.A. Davidson & Co. | 23,500 | $247.0K | 0.00% | −6,800−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 23,037 | $242.0K | 0.00% | +2,606+12.8% | Added |
| HighTower Advisors, LLC | 22,800 | $239.0K | 0.00% | −59−0.3% | Reduced |
| Proficio Capital Partners LLC | 21,214 | $223.0K | 0.04% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 21,000 | $221.0K | 0.23% | +21,000 | New |
| Mirador Capital Partners LP | 20,710 | $218.0K | 0.05% | −13,169−38.9% | Reduced |
| Avantax Advisory Services, Inc. | 20,112 | $212.0K | 0.00% | +12+0.1% | Added |
| Chicago Partners Investment Group LLC | 18,849 | $204.0K | 0.01% | +82+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $195.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 18,604 | $195.0K | 0.05% | +4,122+28.5% | Added |
| Susquehanna International Group, LLP | 17,605 | $185.0K | 0.00% | +17,605 | New |
| Integrated Wealth Concepts LLC | 16,470 | $173.0K | 0.01% | +16,470 | New |
| Private Advisor Group, LLC | 15,880 | $167.0K | 0.00% | −800−4.8% | Reduced |
| US Bancorp | 15,743 | $166.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15,087 | $159.0K | 0.05% | +2,608+20.9% | Added |
| Concorde Asset Management, LLC | 14,300 | $151.0K | 0.23% | +14,300 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,400 | $145.0K | 0.04% | −2,800−17.3% | Reduced |
| Kestra Advisory Services, LLC | 13,210 | $139.0K | 0.00% | +13,210 | New |
| Karpus Management, Inc. | 12,500 | $132.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 11,878 | $125.0K | 0.03% | −1,022−7.9% | Reduced |
| Qube Research & Technologies Ltd | 11,841 | $125.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,800 | $124.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,290 | $119.0K | 0.00% | +11,290 | New |
| Coombe, Bender & Co LLC | 10,000 | $105.0K | 0.09% | +10,000 | New |
| Carmichael Hill & Associates, Inc. | 8,854 | $93.0K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,705 | $50.0K | 0.00% | −4,685−49.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,705 | $49.5K | 0.00% | −4,685−49.9% | Reduced |
| Clean Yield Group | 3,500 | $37.0K | 0.02% | −2,000−36.4% | Reduced |
| IFP Advisors, Inc | 2,090 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,924 | $20.0K | 0.00% | +1,924 | New |
| Whittier Trust Co | 1,572 | $17.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,502 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,420 | $15.0K | 0.00% | +110+8.4% | Added |
| First PREMIER Bank | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 760 | $8.00K | 0.00% | +18+2.4% | Added |
| Key Financial Inc | 708 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 607 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 464 | $4.88K | 0.00% | +15+3.3% | Added |
| Gradient Investments LLC | 375 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 271 | $2.00K | 0.00% | −840−75.6% | Reduced |
| Sandy Spring Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 140 | $1.00K | 0.00% | +140 | New |
| Sargent Bickham Lagudis LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −431,235−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −104,394−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −63,800−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −22,715−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,543−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,167−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −621−100.0% | Sold out |