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