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, Q3 2022
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Sep 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
- 95
- +3 vs. Q2 2022
- Shares held
- 25.1M
- +686.1K (+2.8%) vs. Q2 2022
- Total value
- $228.8M
- −$29.0M (−11.2%) vs. Q2 2022
- New holders
- 10
- 33 more added
- Sold out
- 7
- 29 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,765,647 | $61.4M | 1.83% | +219,858+3.4% | Added |
| Morgan Stanley | 3,802,106 | $34.5M | 0.00% | −114,430−2.9% | Reduced |
| 1607 Capital Partners, LLC | 2,607,360 | $23.6M | 1.83% | −9,434−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,302,339 | $20.9M | 0.04% | +51,076+2.3% | Added |
| BFSG, LLC | 1,092,548 | $9.91M | 2.11% | −4050.0% | Reduced |
| Invesco Ltd. | 1,015,562 | $9.21M | 0.00% | +94,656+10.3% | Added |
| Bank of America Corp | 609,962 | $5.53M | 0.00% | +38,914+6.8% | Added |
| LPL Financial LLC | 580,321 | $5.26M | 0.01% | −1,675−0.3% | Reduced |
| City of London Investment Management Co Ltd | 580,194 | $5.23M | 0.46% | −128,217−18.1% | Reduced |
| Stifel Financial Corp | 528,128 | $4.79M | 0.01% | +28,995+5.8% | Added |
| Janney Montgomery Scott LLC | 516,935 | $4.69M | 0.02% | +21,410+4.3% | Added |
| Roberts Glore & Co Inc | 430,463 | $3.90M | 1.40% | +9,834+2.3% | Added |
| Baird Financial Group, Inc. | 410,463 | $3.72M | 0.01% | +27,097+7.1% | Added |
| PenderFund Capital Management Ltd. | 268,976 | $3.37M | 1.05% | +201,177+296.7% | Added |
| Wakefield Asset Management LLLP | 257,963 | $2.34M | 1.07% | +15,793+6.5% | Added |
| Royal Bank of Canada | 199,881 | $1.81M | 0.00% | −17,292−8.0% | Reduced |
| Fiera Capital Corp | 197,767 | $1.79M | 0.01% | −474−0.2% | Reduced |
| Grace & White Inc | 187,772 | $1.70M | 0.37% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 171,285 | $1.55M | 0.03% | −3,255−1.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 166,671 | $1.51M | 0.64% | +1,753+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 153,323 | $1.39M | 0.07% | +2,000+1.3% | Added |
| Logan Stone Capital, LLC | 115,722 | $1.05M | 0.69% | +115,722 | New |
| Raymond James & Associates | 114,412 | $1.04M | 0.00% | −7,214−5.9% | Reduced |
| Wells Fargo & Company | 104,787 | $951.0K | 0.00% | −11,611−10.0% | Reduced |
| Wolverine Asset Management LLC | 104,176 | $944.0K | 0.01% | +104,176 | New |
| UBS Group AG | 100,214 | $909.0K | 0.00% | +12,231+13.9% | Added |
| First Trust Advisors LP | 96,206 | $873.0K | 0.00% | −5,614−5.5% | Reduced |
| Matisse Capital | 95,920 | $870.0K | 1.10% | +33,906+54.7% | Added |
| Aviance Capital Partners, LLC | 93,145 | $845.0K | 0.21% | −2,925−3.0% | Reduced |
| Guggenheim Capital LLC | 89,645 | $813.0K | 0.01% | −3,994−4.3% | Reduced |
| Atlas Private Wealth Advisors | 82,101 | $745.0K | 0.45% | +2,010+2.5% | Added |
| Hollencrest Capital Management | 71,843 | $652.0K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 69,867 | $634.0K | 0.11% | +1,000+1.5% | Added |
| Dynamic Advisor Solutions LLC | 67,309 | $610.0K | 0.05% | −1,106−1.6% | Reduced |
| Hightower 6M Holding, LLC | 64,493 | $585.0K | 0.05% | −16,007−19.9% | Reduced |
| Stolper Co | 59,528 | $540.0K | 0.27% | +2,313+4.0% | Added |
| Verus Capital Partners, LLC | 48,509 | $440.0K | 0.08% | +24,542+102.4% | Added |
| Congress Park Capital LLC | 42,250 | $383.0K | 0.25% | −10,000−19.1% | Reduced |
| Landscape Capital Management, L.L.C. | 41,919 | $380.0K | 0.05% | +14,964+55.5% | Added |
| Envestnet Asset Management Inc | 41,728 | $378.0K | 0.00% | +4,982+13.6% | Added |
| Transcend Wealth Collective, LLC | 38,781 | $352.0K | 0.04% | +95+0.2% | Added |
| Twin Focus Capital Partners, LLC | 36,944 | $335.0K | 0.08% | +25,066+211.0% | Added |
| North Star Investment Management Corp. | 36,533 | $331.0K | 0.03% | −2,612−6.7% | Reduced |
| Lloyd Park, LLC | 36,100 | $327.0K | 0.40% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 32,280 | $293.0K | 0.33% | +11,280+53.7% | Added |
| Advisors Asset Management, Inc. | 28,418 | $258.0K | 0.01% | −4,733−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,669 | $251.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 26,726 | $242.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25,800 | $234.0K | 0.05% | +23,876+1,241.0% | Added |
| Shaker Financial Services, LLC | 25,430 | $231.0K | 0.11% | +25,430 | New |
| MML Investors Services, LLC | 24,764 | $225.0K | 0.00% | −65−0.3% | Reduced |
| Triad Investment Management | 24,799 | $225.0K | 0.39% | +679+2.8% | Added |
| HighTower Advisors, LLC | 22,800 | $208.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,720 | $205.0K | 0.00% | −317−1.4% | Reduced |
| Proficio Capital Partners LLC | 21,214 | $192.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 20,489 | $186.0K | 0.05% | +1,885+10.1% | Added |
| Avantax Advisory Services, Inc. | 20,126 | $183.0K | 0.00% | +14+0.1% | Added |
| Commonwealth Equity Services, LLC | 20,146 | $182.0K | 0.00% | −16,335−44.8% | Reduced |
| Chicago Partners Investment Group LLC | 18,849 | $174.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 18,695 | $170.0K | 0.01% | +18,695 | New |
| Sheaff Brock Investment Advisors, LLC | 18,500 | $168.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,380 | $149.0K | 0.00% | +500+3.1% | Added |
| US Bancorp | 15,743 | $143.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,413 | $140.0K | 0.00% | −1,057−6.4% | Reduced |
| Concorde Asset Management, LLC | 14,300 | $130.0K | 0.15% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,451 | $122.0K | 0.04% | −1,636−10.8% | Reduced |
| Karpus Management, Inc. | 12,500 | $113.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,400 | $112.0K | 0.03% | −1,000−7.5% | Reduced |
| D.A. Davidson & Co. | 12,100 | $110.0K | 0.00% | −11,400−48.5% | Reduced |
| Mirador Capital Partners LP | 12,012 | $109.0K | 0.03% | −8,698−42.0% | Reduced |
| Qube Research & Technologies Ltd | 11,841 | $107.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,800 | $107.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,585 | $105.0K | 0.00% | +295+2.6% | Added |
| Mariner, LLC | 10,812 | $98.0K | 0.00% | +10,812 | New |
| Kestra Advisory Services, LLC | 10,327 | $94.0K | 0.00% | −2,883−21.8% | Reduced |
| Coombe, Bender & Co LLC | 10,000 | $91.0K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8,815 | $80.0K | 0.05% | −39−0.4% | Reduced |
| Bartlett & Co. LLC | 4,705 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,705 | $42.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3,500 | $32.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,109 | $25.0K | 0.00% | +19+0.9% | Added |
| Whittier Trust Co | 1,572 | $14.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,595 | $14.0K | 0.00% | +93+6.2% | Added |
| JPMorgan Chase & Co | 1,495 | $14.0K | 0.00% | +1,495 | New |
| Bessemer Group Inc | 1,175 | $11.0K | 0.00% | −245−17.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 780 | $7.00K | 0.00% | +20+2.6% | Added |
| Key Financial Inc | 708 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 607 | $6.00K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 600 | $6.00K | 0.00% | +600 | New |
| American Portfolios Advisors | 469 | $4.25K | 0.00% | +5+1.1% | Added |
| EverSource Wealth Advisors, LLC | 338 | $3.00K | 0.00% | +338 | New |
| Sandy Spring Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 71 | $1.00K | 0.00% | +71 | New |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −58,647−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,605−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |