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, 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 | $194.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 140 | $1.00K | 0.00% | +140 | New |
| 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 |
| Gradient Investments LLC | 375 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 464 | $4.88K | 0.00% | +15+3.3% | Added |
| Accel Wealth Management | 607 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 760 | $8.00K | 0.00% | +18+2.4% | Added |
| First PREMIER Bank | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,420 | $15.0K | 0.00% | +110+8.4% | Added |
| FourThought Financial, LLC | 1,502 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,924 | $20.0K | 0.00% | +1,924 | New |
| Spire Wealth Management | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,090 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3,500 | $37.0K | 0.02% | −2,000−36.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,705 | $49.5K | 0.00% | −4,685−49.9% | Reduced |
| Bartlett & Co. LLC | 4,705 | $50.0K | 0.00% | −4,685−49.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,854 | $93.0K | 0.05% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 10,000 | $105.0K | 0.09% | +10,000 | New |
| Park Avenue Securities LLC | 11,290 | $119.0K | 0.00% | +11,290 | New |
| Oppenheimer & Co Inc | 11,800 | $124.0K | 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 |
| Karpus Management, Inc. | 12,500 | $132.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,210 | $139.0K | 0.00% | +13,210 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,400 | $145.0K | 0.04% | −2,800−17.3% | Reduced |
| Concorde Asset Management, LLC | 14,300 | $151.0K | 0.23% | +14,300 | New |
| Blue Bell Private Wealth Management, LLC | 15,087 | $159.0K | 0.05% | +2,608+20.9% | Added |
| US Bancorp | 15,743 | $166.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,880 | $167.0K | 0.00% | −800−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 16,470 | $173.0K | 0.01% | +16,470 | New |
| Susquehanna International Group, LLP | 17,605 | $185.0K | 0.00% | +17,605 | New |
| 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 |
| Chicago Partners Investment Group LLC | 18,849 | $204.0K | 0.01% | +82+0.4% | Added |
| Avantax Advisory Services, Inc. | 20,112 | $212.0K | 0.00% | +12+0.1% | Added |
| Mirador Capital Partners LP | 20,710 | $218.0K | 0.05% | −13,169−38.9% | Reduced |
| Mariner Investment Group LLC | 21,000 | $221.0K | 0.23% | +21,000 | New |
| Proficio Capital Partners LLC | 21,214 | $223.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,800 | $239.0K | 0.00% | −59−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,037 | $242.0K | 0.00% | +2,606+12.8% | Added |
| D.A. Davidson & Co. | 23,500 | $247.0K | 0.00% | −6,800−22.4% | Reduced |
| Triad Investment Management | 24,120 | $254.0K | 0.38% | −175−0.7% | Reduced |
| MML Investors Services, LLC | 24,829 | $261.0K | 0.00% | +939+3.9% | Added |
| Horizon Kinetics Asset Management LLC | 26,726 | $281.0K | 0.01% | −293−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 26,955 | $284.0K | 0.04% | +26,955 | New |
| Steward Partners Investment Advisory, LLC | 27,669 | $291.0K | 0.01% | +5,789+26.5% | Added |
| Advisors Asset Management, Inc. | 33,151 | $349.0K | 0.01% | +33,151 | New |
| Lloyd Park, LLC | 36,100 | $380.0K | 0.40% | +36,100 | New |
| Commonwealth Equity Services, LLC | 36,481 | $384.0K | 0.00% | −23,814−39.5% | Reduced |
| Envestnet Asset Management Inc | 36,746 | $387.0K | 0.00% | −4,568−11.1% | Reduced |
| Transcend Wealth Collective, LLC | 38,686 | $407.0K | 0.04% | +79+0.2% | Added |
| North Star Investment Management Corp. | 39,145 | $412.0K | 0.04% | −98,525−71.6% | Reduced |
| Verus Capital Partners, LLC | 23,967 | $541.0K | 0.11% | −29,663−55.3% | Reduced |
| Congress Park Capital LLC | 52,250 | $550.0K | 0.35% | −87,100−62.5% | Reduced |
| Stolper Co | 57,215 | $602.0K | 0.28% | +194+0.3% | Added |
| Wealthcare Advisory Partners LLC | 58,647 | $618.0K | 0.04% | +58,647 | New |
| Matisse Capital | 62,014 | $653.0K | 0.62% | +30,629+97.6% | Added |
| Dynamic Advisor Solutions LLC | 68,415 | $720.0K | 0.06% | −72−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,867 | $725.0K | 0.11% | −3,093−4.3% | Reduced |
| Hollencrest Capital Management | 71,843 | $757.0K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 80,091 | $843.0K | 0.51% | −40,369−33.5% | Reduced |
| Hightower 6M Holding, LLC | 80,500 | $848.0K | 0.07% | −2,908−3.5% | Reduced |
| PenderFund Capital Management Ltd. | 67,799 | $919.0K | 0.25% | 00.0% | Unchanged |
| UBS Group AG | 87,983 | $927.0K | 0.00% | −13,309−13.1% | Reduced |
| Guggenheim Capital LLC | 93,639 | $986.0K | 0.01% | +5,979+6.8% | Added |
| Aviance Capital Partners, LLC | 96,070 | $1.01M | 0.23% | −446−0.5% | Reduced |
| First Trust Advisors LP | 101,820 | $1.07M | 0.00% | −238−0.2% | Reduced |
| Wells Fargo & Company | 116,398 | $1.23M | 0.00% | −345−0.3% | Reduced |
| Raymond James & Associates | 121,626 | $1.28M | 0.00% | −94,060−43.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 151,323 | $1.59M | 0.07% | +1,200+0.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 164,918 | $1.74M | 0.72% | −36,190−18.0% | Reduced |
| Peapack Gladstone Financial Corp | 174,540 | $1.84M | 0.04% | 00.0% | Unchanged |
| Grace & White Inc | 187,772 | $1.98M | 0.41% | 00.0% | Unchanged |
| Fiera Capital Corp | 198,241 | $2.09M | 0.01% | +43,465+28.1% | Added |
| Royal Bank of Canada | 217,173 | $2.29M | 0.00% | −23,355−9.7% | Reduced |
| Wakefield Asset Management LLLP | 242,170 | $2.55M | 1.09% | −175,109−42.0% | Reduced |
| Baird Financial Group, Inc. | 383,366 | $4.04M | 0.01% | +31,369+8.9% | Added |
| Roberts Glore & Co Inc | 420,629 | $4.43M | 1.47% | +11,885+2.9% | Added |
| Janney Montgomery Scott LLC | 495,525 | $5.17M | 0.02% | −6,527−1.3% | Reduced |
| Stifel Financial Corp | 499,133 | $5.26M | 0.01% | −8,547−1.7% | Reduced |
| Bank of America Corp | 571,048 | $6.01M | 0.00% | −14,685−2.5% | Reduced |
| LPL Financial LLC | 581,996 | $6.13M | 0.01% | −7,838−1.3% | Reduced |
| City of London Investment Management Co Ltd | 708,411 | $7.43M | 0.53% | −136,780−16.2% | Reduced |
| Invesco Ltd. | 920,906 | $9.70M | 0.00% | +49,299+5.7% | Added |
| BFSG, LLC | 1,092,953 | $11.5M | 2.08% | −1,091,846−50.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,251,263 | $23.7M | 0.04% | +200,738+9.8% | Added |
| 1607 Capital Partners, LLC | 2,616,794 | $27.6M | 1.88% | −87,550−3.2% | Reduced |
| Morgan Stanley | 3,916,536 | $41.2M | 0.01% | +1,457,396+59.3% | Added |
| Sit Investment Associates Inc | 6,545,789 | $68.9M | 2.10% | +145,780+2.3% | Added |
| 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 |