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, Q4 2022
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Dec 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
- 91
- 0 vs. Q3 2022
- Shares held
- 26.0M
- +1.02M (+4.1%) vs. Q3 2022
- Total value
- $238.5M
- +$10.6M (+4.7%) vs. Q3 2022
- New holders
- 12
- 35 more added
- Sold out
- 12
- 34 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,545,157 | $41.5M | 0.00% | +743,051+19.5% | Added |
| Sit Investment Associates Inc | 4,345,846 | $39.7M | 1.11% | −2,419,801−35.8% | Reduced |
| 1607 Capital Partners, LLC | 2,586,860 | $23.6M | 1.62% | −20,500−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $22.0M | 0.04% | +108,900+4.7% | Added |
| Rivernorth Capital Management, LLC | 2,122,808 | $19.4M | 0.87% | +2,122,808 | New |
| Invesco Ltd. | 1,094,689 | $9.99M | 0.00% | +79,127+7.8% | Added |
| LPL Financial LLC | 760,402 | $6.94M | 0.01% | +180,081+31.0% | Added |
| Bank of America Corp | 605,285 | $5.53M | 0.00% | −4,677−0.8% | Reduced |
| BFSG, LLC | 595,403 | $5.44M | 1.09% | −497,145−45.5% | Reduced |
| City of London Investment Management Co Ltd | 532,705 | $4.86M | 0.39% | −47,489−8.2% | Reduced |
| HighTower Advisors, LLC | 517,294 | $4.72M | 0.01% | +494,494+2,168.8% | Added |
| Janney Montgomery Scott LLC | 478,623 | $4.37M | 0.02% | −38,312−7.4% | Reduced |
| Baird Financial Group, Inc. | 445,774 | $4.07M | 0.01% | +35,311+8.6% | Added |
| Roberts Glore & Co Inc | 425,621 | $3.89M | 1.35% | −4,842−1.1% | Reduced |
| Wakefield Asset Management LLLP | 398,843 | $3.64M | 1.54% | +140,880+54.6% | Added |
| PenderFund Capital Management Ltd. | 283,708 | $3.51M | 1.05% | +14,732+5.5% | Added |
| Stifel Financial Corp | 382,085 | $3.49M | 0.01% | −146,043−27.7% | Reduced |
| Almitas Capital LLC | 293,457 | $2.68M | 1.23% | +292,857+48,809.5% | Added |
| Fiera Capital Corp | 209,106 | $1.91M | 0.01% | +11,339+5.7% | Added |
| UBS Group AG | 185,969 | $1.70M | 0.00% | +85,755+85.6% | Added |
| Grace & White Inc | 184,197 | $1.68M | 0.33% | −3,575−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 170,163 | $1.55M | 0.03% | −1,122−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 162,113 | $1.48M | 0.07% | +8,790+5.7% | Added |
| Royal Bank of Canada | 129,951 | $1.19M | 0.00% | −69,930−35.0% | Reduced |
| Mariner Investment Group LLC | 121,719 | $1.11M | 3.36% | +89,439+277.1% | Added |
| Matisse Capital | 110,500 | $1.01M | 0.90% | +14,580+15.2% | Added |
| Wolverine Asset Management LLC | 110,098 | $1.01M | 0.02% | +5,922+5.7% | Added |
| Raymond James & Associates | 100,098 | $913.9K | 0.00% | −14,314−12.5% | Reduced |
| Guggenheim Capital LLC | 96,067 | $877.1K | 0.01% | +6,422+7.2% | Added |
| First Trust Advisors LP | 92,905 | $848.2K | 0.00% | −3,301−3.4% | Reduced |
| Aviance Capital Partners, LLC | 91,623 | $836.5K | 0.20% | −1,522−1.6% | Reduced |
| Atlas Private Wealth Advisors | 80,901 | $738.6K | 0.39% | −1,200−1.5% | Reduced |
| Wells Fargo & Company | 75,599 | $690.2K | 0.00% | −29,188−27.9% | Reduced |
| Hollencrest Capital Management | 75,143 | $686.1K | 0.08% | +3,300+4.6% | Added |
| Private Advisor Group, LLC | 97,066 | $679.8K | 0.03% | +80,686+492.6% | Added |
| Logan Stone Capital, LLC | 73,410 | $670.2K | 0.25% | −42,312−36.6% | Reduced |
| Dynamic Advisor Solutions LLC | 68,025 | $621.1K | 0.04% | +716+1.1% | Added |
| Clough Capital Partners L P | 64,158 | $585.8K | 0.06% | +64,158 | New |
| Stolper Co | 57,498 | $525.0K | 0.23% | −2,030−3.4% | Reduced |
| Twin Focus Capital Partners, LLC | 56,108 | $512.3K | 0.11% | +19,164+51.9% | Added |
| Weiss Asset Management LP | 47,994 | $438.2K | 0.02% | +47,994 | New |
| Verus Capital Partners, LLC | 46,648 | $425.9K | 0.08% | −1,861−3.8% | Reduced |
| Landscape Capital Management, L.L.C. | 38,818 | $354.4K | 0.05% | −3,101−7.4% | Reduced |
| Elequin Capital LP | 36,595 | $334.1K | 0.09% | +36,595 | New |
| Tortoise Investment Management, LLC | 35,395 | $323.2K | 0.06% | +9,595+37.2% | Added |
| Congress Park Capital LLC | 31,500 | $287.6K | 0.18% | −10,750−25.4% | Reduced |
| GenTrust, LLC | 27,650 | $252.4K | 0.02% | +27,650 | New |
| Horizon Kinetics Asset Management LLC | 26,516 | $242.1K | 0.00% | −210−0.8% | Reduced |
| North Star Investment Management Corp. | 26,072 | $238.0K | 0.02% | −10,461−28.6% | Reduced |
| Transcend Wealth Collective, LLC | 25,858 | $236.1K | 0.03% | −12,923−33.3% | Reduced |
| MML Investors Services, LLC | 25,443 | $232.0K | 0.00% | +679+2.7% | Added |
| Concorde Asset Management, LLC | 25,300 | $231.0K | 0.21% | +11,000+76.9% | Added |
| Coastal Investment Advisors, Inc. | 23,667 | $216.1K | 0.05% | +3,178+15.5% | Added |
| Advisor Group Holdings, Inc. | 23,125 | $209.4K | 0.00% | +405+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 22,630 | $206.6K | 0.00% | −5,039−18.2% | Reduced |
| Oppenheimer & Co Inc | 21,800 | $199.0K | 0.00% | +10,000+84.7% | Added |
| Triad Investment Management | 21,454 | $195.9K | 0.31% | −3,345−13.5% | Reduced |
| Proficio Capital Partners LLC | 21,214 | $193.7K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 20,409 | $186.3K | 0.01% | +1,714+9.2% | Added |
| Avantax Advisory Services, Inc. | 20,146 | $183.9K | 0.00% | +20+0.1% | Added |
| Chicago Partners Investment Group LLC | 18,849 | $177.6K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,977 | $146.0K | 0.00% | +4,392+37.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,871 | $145.0K | 0.00% | +15,871 | New |
| US Bancorp | 15,743 | $143.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,250 | $139.2K | 0.00% | +4,923+47.7% | Added |
| Commonwealth Equity Services, LLC | 14,380 | $131.0K | 0.00% | −5,766−28.6% | Reduced |
| Mariner, LLC | 13,804 | $126.0K | 0.00% | +2,992+27.7% | Added |
| Integrated Wealth Concepts LLC | 13,474 | $123.0K | 0.00% | −1,939−12.6% | Reduced |
| Karpus Management, Inc. | 12,500 | $114.1K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,841 | $108.1K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,800 | $107.7K | 0.03% | −600−4.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,979 | $100.2K | 0.03% | −2,472−18.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,556 | $96.4K | 0.02% | +10,556 | New |
| Two Sigma Securities, LLC | 10,407 | $95.0K | 0.01% | +10,407 | New |
| Arnhold LLC | 10,000 | $91.3K | 0.01% | +10,000 | New |
| Carmichael Hill & Associates, Inc. | 8,815 | $80.5K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5,684 | $51.9K | 0.02% | −160,987−96.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,005 | $27.4K | 0.00% | −1,700−36.1% | Reduced |
| Bartlett & Co. LLC | 3,005 | $27.0K | 0.00% | −1,700−36.1% | Reduced |
| IFP Advisors, Inc | 2,139 | $25.0K | 0.00% | +30+1.4% | Added |
| Clean Yield Group | 2,500 | $22.8K | 0.01% | −1,000−28.6% | Reduced |
| Accel Wealth Management | 1,677 | $15.3K | 0.01% | +1,070+176.3% | Added |
| Whittier Trust Co | 1,572 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,481 | $14.0K | 0.00% | +306+26.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $13.7K | 0.01% | +1,500 | New |
| Creative Financial Designs Inc | 810 | $7.40K | 0.00% | +30+3.8% | Added |
| CWM, LLC | 744 | $7.00K | 0.00% | +744 | New |
| Key Financial Inc | 708 | $6.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 338 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $1.83K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,599 | $15 | 0.00% | +1,599 | New |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −69,867−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −41,728−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,418−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −25,430−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −12,012−100.0% | Sold out |
| Coombe, Bender & Co LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |