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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,599 | $15 | 0.00% | +1,599 | New |
| Sandy Spring Bank | 200 | $1.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 338 | $3.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.42K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 744 | $7.00K | 0.00% | +744 | New |
| Creative Financial Designs Inc | 810 | $7.40K | 0.00% | +30+3.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $13.7K | 0.01% | +1,500 | New |
| Bessemer Group Inc | 1,481 | $14.0K | 0.00% | +306+26.0% | Added |
| Whittier Trust Co | 1,572 | $14.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,677 | $15.3K | 0.01% | +1,070+176.3% | Added |
| Clean Yield Group | 2,500 | $22.8K | 0.01% | −1,000−28.6% | Reduced |
| IFP Advisors, Inc | 2,139 | $25.0K | 0.00% | +30+1.4% | Added |
| Bartlett & Co. LLC | 3,005 | $27.0K | 0.00% | −1,700−36.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,005 | $27.4K | 0.00% | −1,700−36.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5,684 | $51.9K | 0.02% | −160,987−96.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,815 | $80.5K | 0.04% | 00.0% | Unchanged |
| Arnhold LLC | 10,000 | $91.3K | 0.01% | +10,000 | New |
| Two Sigma Securities, LLC | 10,407 | $95.0K | 0.01% | +10,407 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,556 | $96.4K | 0.02% | +10,556 | New |
| Blue Bell Private Wealth Management, LLC | 10,979 | $100.2K | 0.03% | −2,472−18.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,800 | $107.7K | 0.03% | −600−4.8% | Reduced |
| Qube Research & Technologies Ltd | 11,841 | $108.1K | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 12,500 | $114.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,474 | $123.0K | 0.00% | −1,939−12.6% | Reduced |
| Mariner, LLC | 13,804 | $126.0K | 0.00% | +2,992+27.7% | Added |
| Commonwealth Equity Services, LLC | 14,380 | $131.0K | 0.00% | −5,766−28.6% | Reduced |
| Kestra Advisory Services, LLC | 15,250 | $139.2K | 0.00% | +4,923+47.7% | Added |
| US Bancorp | 15,743 | $143.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,871 | $145.0K | 0.00% | +15,871 | New |
| Park Avenue Securities LLC | 15,977 | $146.0K | 0.00% | +4,392+37.9% | Added |
| Chicago Partners Investment Group LLC | 18,849 | $177.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,146 | $183.9K | 0.00% | +20+0.1% | Added |
| CSS LLC | 20,409 | $186.3K | 0.01% | +1,714+9.2% | Added |
| Proficio Capital Partners LLC | 21,214 | $193.7K | 0.04% | 00.0% | Unchanged |
| Triad Investment Management | 21,454 | $195.9K | 0.31% | −3,345−13.5% | Reduced |
| Oppenheimer & Co Inc | 21,800 | $199.0K | 0.00% | +10,000+84.7% | Added |
| Steward Partners Investment Advisory, LLC | 22,630 | $206.6K | 0.00% | −5,039−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 23,125 | $209.4K | 0.00% | +405+1.8% | Added |
| Coastal Investment Advisors, Inc. | 23,667 | $216.1K | 0.05% | +3,178+15.5% | Added |
| Concorde Asset Management, LLC | 25,300 | $231.0K | 0.21% | +11,000+76.9% | Added |
| MML Investors Services, LLC | 25,443 | $232.0K | 0.00% | +679+2.7% | Added |
| Transcend Wealth Collective, LLC | 25,858 | $236.1K | 0.03% | −12,923−33.3% | Reduced |
| North Star Investment Management Corp. | 26,072 | $238.0K | 0.02% | −10,461−28.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,516 | $242.1K | 0.00% | −210−0.8% | Reduced |
| GenTrust, LLC | 27,650 | $252.4K | 0.02% | +27,650 | New |
| Congress Park Capital LLC | 31,500 | $287.6K | 0.18% | −10,750−25.4% | Reduced |
| Tortoise Investment Management, LLC | 35,395 | $323.2K | 0.06% | +9,595+37.2% | Added |
| Elequin Capital LP | 36,595 | $334.1K | 0.09% | +36,595 | New |
| Landscape Capital Management, L.L.C. | 38,818 | $354.4K | 0.05% | −3,101−7.4% | Reduced |
| Verus Capital Partners, LLC | 46,648 | $425.9K | 0.08% | −1,861−3.8% | Reduced |
| Weiss Asset Management LP | 47,994 | $438.2K | 0.02% | +47,994 | New |
| Twin Focus Capital Partners, LLC | 56,108 | $512.3K | 0.11% | +19,164+51.9% | Added |
| Stolper Co | 57,498 | $525.0K | 0.23% | −2,030−3.4% | Reduced |
| Clough Capital Partners L P | 64,158 | $585.8K | 0.06% | +64,158 | New |
| Dynamic Advisor Solutions LLC | 68,025 | $621.1K | 0.04% | +716+1.1% | Added |
| Logan Stone Capital, LLC | 73,410 | $670.2K | 0.25% | −42,312−36.6% | Reduced |
| Private Advisor Group, LLC | 97,066 | $679.8K | 0.03% | +80,686+492.6% | Added |
| Hollencrest Capital Management | 75,143 | $686.1K | 0.08% | +3,300+4.6% | Added |
| Wells Fargo & Company | 75,599 | $690.2K | 0.00% | −29,188−27.9% | Reduced |
| Atlas Private Wealth Advisors | 80,901 | $738.6K | 0.39% | −1,200−1.5% | Reduced |
| Aviance Capital Partners, LLC | 91,623 | $836.5K | 0.20% | −1,522−1.6% | Reduced |
| First Trust Advisors LP | 92,905 | $848.2K | 0.00% | −3,301−3.4% | Reduced |
| Guggenheim Capital LLC | 96,067 | $877.1K | 0.01% | +6,422+7.2% | Added |
| Raymond James & Associates | 100,098 | $913.9K | 0.00% | −14,314−12.5% | Reduced |
| Wolverine Asset Management LLC | 110,098 | $1.01M | 0.02% | +5,922+5.7% | Added |
| Matisse Capital | 110,500 | $1.01M | 0.90% | +14,580+15.2% | Added |
| Mariner Investment Group LLC | 121,719 | $1.11M | 3.36% | +89,439+277.1% | Added |
| Royal Bank of Canada | 129,951 | $1.19M | 0.00% | −69,930−35.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 162,113 | $1.48M | 0.07% | +8,790+5.7% | Added |
| Peapack Gladstone Financial Corp | 170,163 | $1.55M | 0.03% | −1,122−0.7% | Reduced |
| Grace & White Inc | 184,197 | $1.68M | 0.33% | −3,575−1.9% | Reduced |
| UBS Group AG | 185,969 | $1.70M | 0.00% | +85,755+85.6% | Added |
| Fiera Capital Corp | 209,106 | $1.91M | 0.01% | +11,339+5.7% | Added |
| Almitas Capital LLC | 293,457 | $2.68M | 1.23% | +292,857+48,809.5% | Added |
| Stifel Financial Corp | 382,085 | $3.49M | 0.01% | −146,043−27.7% | Reduced |
| PenderFund Capital Management Ltd. | 283,708 | $3.51M | 1.05% | +14,732+5.5% | Added |
| Wakefield Asset Management LLLP | 398,843 | $3.64M | 1.54% | +140,880+54.6% | Added |
| Roberts Glore & Co Inc | 425,621 | $3.89M | 1.35% | −4,842−1.1% | Reduced |
| Baird Financial Group, Inc. | 445,774 | $4.07M | 0.01% | +35,311+8.6% | Added |
| Janney Montgomery Scott LLC | 478,623 | $4.37M | 0.02% | −38,312−7.4% | Reduced |
| HighTower Advisors, LLC | 517,294 | $4.72M | 0.01% | +494,494+2,168.8% | Added |
| City of London Investment Management Co Ltd | 532,705 | $4.86M | 0.39% | −47,489−8.2% | Reduced |
| BFSG, LLC | 595,403 | $5.44M | 1.09% | −497,145−45.5% | Reduced |
| Bank of America Corp | 605,285 | $5.53M | 0.00% | −4,677−0.8% | Reduced |
| LPL Financial LLC | 760,402 | $6.94M | 0.01% | +180,081+31.0% | Added |
| Invesco Ltd. | 1,094,689 | $9.99M | 0.00% | +79,127+7.8% | Added |
| Rivernorth Capital Management, LLC | 2,122,808 | $19.4M | 0.87% | +2,122,808 | New |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $22.0M | 0.04% | +108,900+4.7% | Added |
| 1607 Capital Partners, LLC | 2,586,860 | $23.6M | 1.62% | −20,500−0.8% | Reduced |
| Sit Investment Associates Inc | 4,345,846 | $39.7M | 1.11% | −2,419,801−35.8% | Reduced |
| Morgan Stanley | 4,545,157 | $41.5M | 0.00% | +743,051+19.5% | Added |
| 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 |