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, Q1 2023
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Mar 31, 2023. 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
- 90
- 0 vs. Q4 2022
- Shares held
- 25.5M
- −569.6K (−2.2%) vs. Q4 2022
- Total value
- $234.0M
- −$4.46M (−1.9%) vs. Q4 2022
- New holders
- 9
- 31 more added
- Sold out
- 9
- 33 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,100,327 | $46.7M | 0.01% | +555,170+12.2% | Added |
| Rivernorth Capital Management, LLC | 3,403,961 | $31.1M | 1.51% | +1,281,153+60.4% | Added |
| Sit Investment Associates Inc | 2,537,209 | $23.2M | 0.63% | −1,808,637−41.6% | Reduced |
| 1607 Capital Partners, LLC | 2,411,760 | $22.1M | 1.55% | −175,100−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $22.1M | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 1,069,987 | $9.79M | 0.00% | −24,702−2.3% | Reduced |
| Bank of America Corp | 713,652 | $6.53M | 0.00% | +108,367+17.9% | Added |
| Penserra Capital Management LLC | 660,916 | $6.05M | 0.13% | +660,916 | New |
| LPL Financial LLC | 625,888 | $5.73M | 0.00% | −134,514−17.7% | Reduced |
| BFSG, LLC | 581,073 | $5.32M | 0.98% | −14,330−2.4% | Reduced |
| HighTower Advisors, LLC | 522,417 | $4.78M | 0.01% | +5,123+1.0% | Added |
| Janney Montgomery Scott LLC | 466,295 | $4.27M | 0.02% | −12,328−2.6% | Reduced |
| Roberts Glore & Co Inc | 436,884 | $4.00M | 1.34% | +11,263+2.6% | Added |
| Baird Financial Group, Inc. | 435,960 | $3.99M | 0.01% | −9,814−2.2% | Reduced |
| PenderFund Capital Management Ltd. | 287,378 | $3.55M | 1.12% | +3,670+1.3% | Added |
| Stifel Financial Corp | 351,955 | $3.22M | 0.00% | −30,130−7.9% | Reduced |
| Wakefield Asset Management LLLP | 251,662 | $2.30M | 0.96% | −147,181−36.9% | Reduced |
| Fiera Capital Corp | 204,739 | $1.87M | 0.01% | −4,367−2.1% | Reduced |
| Grace & White Inc | 183,497 | $1.68M | 0.32% | −700−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 166,683 | $1.52M | 0.03% | −3,480−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 157,913 | $1.44M | 0.07% | −4,200−2.6% | Reduced |
| City of London Investment Management Co Ltd | 155,786 | $1.43M | 0.11% | −376,919−70.8% | Reduced |
| Wolverine Asset Management LLC | 148,515 | $1.36M | 0.02% | +38,417+34.9% | Added |
| UBS Group AG | 140,159 | $1.28M | 0.00% | −45,810−24.6% | Reduced |
| Almitas Capital LLC | 123,734 | $1.13M | 0.54% | −169,723−57.8% | Reduced |
| Guggenheim Capital LLC | 111,694 | $1.02M | 0.01% | +15,627+16.3% | Added |
| Matisse Capital | 110,500 | $1.01M | 0.65% | 00.0% | Unchanged |
| Royal Bank of Canada | 108,413 | $992.0K | 0.00% | −21,538−16.6% | Reduced |
| Raymond James & Associates | 106,989 | $979.0K | 0.00% | +6,891+6.9% | Added |
| Aviance Capital Partners, LLC | 92,558 | $846.9K | 0.19% | +935+1.0% | Added |
| Atlas Private Wealth Advisors | 87,501 | $800.6K | 0.37% | +6,600+8.2% | Added |
| Private Advisor Group, LLC | 81,468 | $745.4K | 0.01% | −15,598−16.1% | Reduced |
| First Trust Advisors LP | 80,294 | $734.7K | 0.00% | −12,611−13.6% | Reduced |
| Hollencrest Capital Management | 75,143 | $687.6K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 73,781 | $675.1K | 0.00% | −1,818−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 72,924 | $667.3K | 0.04% | +4,899+7.2% | Added |
| Stolper Co | 71,402 | $653.0K | 0.28% | +13,904+24.2% | Added |
| Twin Focus Capital Partners, LLC | 56,108 | $513.4K | 0.10% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 48,841 | $446.9K | 0.09% | +48,841 | New |
| Verus Capital Partners, LLC | 48,146 | $440.5K | 0.07% | +1,498+3.2% | Added |
| Landscape Capital Management, L.L.C. | 46,620 | $426.6K | 0.06% | +7,802+20.1% | Added |
| Tortoise Investment Management, LLC | 35,945 | $328.9K | 0.05% | +550+1.6% | Added |
| MML Investors Services, LLC | 32,612 | $298.0K | 0.00% | +7,169+28.2% | Added |
| CSS LLC | 31,172 | $285.2K | 0.02% | +10,763+52.7% | Added |
| Concorde Asset Management, LLC | 29,300 | $268.1K | 0.32% | +4,000+15.8% | Added |
| Horizon Kinetics Asset Management LLC | 26,516 | $242.6K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 25,176 | $230.4K | 0.09% | −48,234−65.7% | Reduced |
| Coastal Investment Advisors, Inc. | 24,733 | $226.3K | 0.06% | +1,066+4.5% | Added |
| Advisor Group Holdings, Inc. | 22,874 | $209.3K | 0.00% | −251−1.1% | Reduced |
| Triad Investment Management | 22,575 | $206.6K | 0.30% | +1,121+5.2% | Added |
| Oppenheimer & Co Inc | 21,800 | $199.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,130 | $193.3K | 0.00% | −1,500−6.6% | Reduced |
| Proficio Capital Partners LLC | 21,040 | $192.5K | 0.03% | −174−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 20,160 | $184.5K | 0.00% | +14+0.1% | Added |
| Congress Park Capital LLC | 20,000 | $183.0K | 0.11% | −11,500−36.5% | Reduced |
| Transcend Wealth Collective, LLC | 19,254 | $176.2K | 0.02% | −6,604−25.5% | Reduced |
| Chicago Partners Investment Group LLC | 18,849 | $172.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 18,189 | $166.4K | 0.12% | −18,406−50.3% | Reduced |
| Sowell Financial Services LLC | 17,800 | $163.0K | 0.01% | +17,800 | New |
| Integrated Wealth Concepts LLC | 16,986 | $155.0K | 0.00% | +3,512+26.1% | Added |
| US Bancorp | 15,743 | $144.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,318 | $140.0K | 0.00% | +1,514+11.0% | Added |
| Commonwealth Equity Services, LLC | 14,876 | $136.0K | 0.00% | +496+3.4% | Added |
| Karpus Management, Inc. | 12,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,036 | $110.1K | 0.00% | +12,036 | New |
| Qube Research & Technologies Ltd | 11,841 | $108.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,837 | $108.3K | 0.00% | +11,837 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,800 | $107.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,239 | $102.8K | 0.02% | +683+6.5% | Added |
| North Star Investment Management Corp. | 11,146 | $102.0K | 0.01% | −14,926−57.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,083 | $101.4K | 0.03% | +104+0.9% | Added |
| Kestra Advisory Services, LLC | 10,859 | $99.4K | 0.00% | −4,391−28.8% | Reduced |
| Capital Investment Advisors, LLC | 10,141 | $92.8K | 0.00% | +10,141 | New |
| Coombe, Bender & Co LLC | 10,000 | $91.5K | 0.07% | +10,000 | New |
| Carmichael Hill & Associates, Inc. | 8,815 | $80.7K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5,754 | $52.6K | 0.02% | +70+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $27.4K | 0.00% | −5−0.2% | Reduced |
| Bartlett & Co. LLC | 3,000 | $27.0K | 0.00% | −5−0.2% | Reduced |
| Clean Yield Group | 2,500 | $22.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,630 | $18.1K | 0.00% | −509−23.8% | Reduced |
| Accel Wealth Management | 1,693 | $15.5K | 0.01% | +16+1.0% | Added |
| GWM Advisors LLC | 1,640 | $15.0K | 0.00% | +41+2.6% | Added |
| Whittier Trust Co | 1,572 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,479 | $14.0K | 0.00% | −2−0.1% | Reduced |
| International Assets Investment Management, LLC | 900 | $8.23K | 0.00% | +900 | New |
| Creative Financial Designs Inc | 832 | $7.61K | 0.00% | +22+2.7% | Added |
| Key Financial Inc | 708 | $6.48K | 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 |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −121,719−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −64,158−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,994−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −27,650−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,977−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −15,871−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,407−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |