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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $9 | 0.00% | +1 | 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 | $6.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 832 | $7.61K | 0.00% | +22+2.7% | Added |
| International Assets Investment Management, LLC | 900 | $8.23K | 0.00% | +900 | New |
| Bessemer Group Inc | 1,479 | $14.0K | 0.00% | −2−0.1% | Reduced |
| Whittier Trust Co | 1,572 | $14.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,640 | $15.0K | 0.00% | +41+2.6% | Added |
| Accel Wealth Management | 1,693 | $15.5K | 0.01% | +16+1.0% | Added |
| IFP Advisors, Inc | 1,630 | $18.1K | 0.00% | −509−23.8% | Reduced |
| Clean Yield Group | 2,500 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,000 | $27.0K | 0.00% | −5−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $27.4K | 0.00% | −5−0.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5,754 | $52.6K | 0.02% | +70+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 8,815 | $80.7K | 0.04% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 10,000 | $91.5K | 0.07% | +10,000 | New |
| Capital Investment Advisors, LLC | 10,141 | $92.8K | 0.00% | +10,141 | New |
| Kestra Advisory Services, LLC | 10,859 | $99.4K | 0.00% | −4,391−28.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,083 | $101.4K | 0.03% | +104+0.9% | Added |
| North Star Investment Management Corp. | 11,146 | $102.0K | 0.01% | −14,926−57.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,239 | $102.8K | 0.02% | +683+6.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,800 | $107.4K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,837 | $108.3K | 0.00% | +11,837 | New |
| Qube Research & Technologies Ltd | 11,841 | $108.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,036 | $110.1K | 0.00% | +12,036 | New |
| Karpus Management, Inc. | 12,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,876 | $136.0K | 0.00% | +496+3.4% | Added |
| Mariner, LLC | 15,318 | $140.0K | 0.00% | +1,514+11.0% | Added |
| US Bancorp | 15,743 | $144.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,986 | $155.0K | 0.00% | +3,512+26.1% | Added |
| Sowell Financial Services LLC | 17,800 | $163.0K | 0.01% | +17,800 | New |
| Elequin Capital LP | 18,189 | $166.4K | 0.12% | −18,406−50.3% | Reduced |
| Chicago Partners Investment Group LLC | 18,849 | $172.5K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 19,254 | $176.2K | 0.02% | −6,604−25.5% | Reduced |
| Congress Park Capital LLC | 20,000 | $183.0K | 0.11% | −11,500−36.5% | Reduced |
| Avantax Advisory Services, Inc. | 20,160 | $184.5K | 0.00% | +14+0.1% | Added |
| Proficio Capital Partners LLC | 21,040 | $192.5K | 0.03% | −174−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,130 | $193.3K | 0.00% | −1,500−6.6% | Reduced |
| Oppenheimer & Co Inc | 21,800 | $199.5K | 0.00% | 00.0% | Unchanged |
| Triad Investment Management | 22,575 | $206.6K | 0.30% | +1,121+5.2% | Added |
| Advisor Group Holdings, Inc. | 22,874 | $209.3K | 0.00% | −251−1.1% | Reduced |
| Coastal Investment Advisors, Inc. | 24,733 | $226.3K | 0.06% | +1,066+4.5% | Added |
| Logan Stone Capital, LLC | 25,176 | $230.4K | 0.09% | −48,234−65.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,516 | $242.6K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 29,300 | $268.1K | 0.32% | +4,000+15.8% | Added |
| CSS LLC | 31,172 | $285.2K | 0.02% | +10,763+52.7% | Added |
| MML Investors Services, LLC | 32,612 | $298.0K | 0.00% | +7,169+28.2% | Added |
| Tortoise Investment Management, LLC | 35,945 | $328.9K | 0.05% | +550+1.6% | Added |
| Landscape Capital Management, L.L.C. | 46,620 | $426.6K | 0.06% | +7,802+20.1% | Added |
| Verus Capital Partners, LLC | 48,146 | $440.5K | 0.07% | +1,498+3.2% | Added |
| Stansberry Asset Management, LLC | 48,841 | $446.9K | 0.09% | +48,841 | New |
| Twin Focus Capital Partners, LLC | 56,108 | $513.4K | 0.10% | 00.0% | Unchanged |
| Stolper Co | 71,402 | $653.0K | 0.28% | +13,904+24.2% | Added |
| Dynamic Advisor Solutions LLC | 72,924 | $667.3K | 0.04% | +4,899+7.2% | Added |
| Wells Fargo & Company | 73,781 | $675.1K | 0.00% | −1,818−2.4% | Reduced |
| Hollencrest Capital Management | 75,143 | $687.6K | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 80,294 | $734.7K | 0.00% | −12,611−13.6% | Reduced |
| Private Advisor Group, LLC | 81,468 | $745.4K | 0.01% | −15,598−16.1% | Reduced |
| Atlas Private Wealth Advisors | 87,501 | $800.6K | 0.37% | +6,600+8.2% | Added |
| Aviance Capital Partners, LLC | 92,558 | $846.9K | 0.19% | +935+1.0% | Added |
| Raymond James & Associates | 106,989 | $979.0K | 0.00% | +6,891+6.9% | Added |
| Royal Bank of Canada | 108,413 | $992.0K | 0.00% | −21,538−16.6% | Reduced |
| Matisse Capital | 110,500 | $1.01M | 0.65% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 111,694 | $1.02M | 0.01% | +15,627+16.3% | Added |
| Almitas Capital LLC | 123,734 | $1.13M | 0.54% | −169,723−57.8% | Reduced |
| UBS Group AG | 140,159 | $1.28M | 0.00% | −45,810−24.6% | Reduced |
| Wolverine Asset Management LLC | 148,515 | $1.36M | 0.02% | +38,417+34.9% | Added |
| City of London Investment Management Co Ltd | 155,786 | $1.43M | 0.11% | −376,919−70.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 157,913 | $1.44M | 0.07% | −4,200−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 166,683 | $1.52M | 0.03% | −3,480−2.0% | Reduced |
| Grace & White Inc | 183,497 | $1.68M | 0.32% | −700−0.4% | Reduced |
| Fiera Capital Corp | 204,739 | $1.87M | 0.01% | −4,367−2.1% | Reduced |
| Wakefield Asset Management LLLP | 251,662 | $2.30M | 0.96% | −147,181−36.9% | Reduced |
| Stifel Financial Corp | 351,955 | $3.22M | 0.00% | −30,130−7.9% | Reduced |
| PenderFund Capital Management Ltd. | 287,378 | $3.55M | 1.12% | +3,670+1.3% | Added |
| Baird Financial Group, Inc. | 435,960 | $3.99M | 0.01% | −9,814−2.2% | Reduced |
| Roberts Glore & Co Inc | 436,884 | $4.00M | 1.34% | +11,263+2.6% | Added |
| Janney Montgomery Scott LLC | 466,295 | $4.27M | 0.02% | −12,328−2.6% | Reduced |
| HighTower Advisors, LLC | 522,417 | $4.78M | 0.01% | +5,123+1.0% | Added |
| BFSG, LLC | 581,073 | $5.32M | 0.98% | −14,330−2.4% | Reduced |
| LPL Financial LLC | 625,888 | $5.73M | 0.00% | −134,514−17.7% | Reduced |
| Penserra Capital Management LLC | 660,916 | $6.05M | 0.13% | +660,916 | New |
| Bank of America Corp | 713,652 | $6.53M | 0.00% | +108,367+17.9% | Added |
| Invesco Ltd. | 1,069,987 | $9.79M | 0.00% | −24,702−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $22.1M | 0.04% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 2,411,760 | $22.1M | 1.55% | −175,100−6.8% | Reduced |
| Sit Investment Associates Inc | 2,537,209 | $23.2M | 0.63% | −1,808,637−41.6% | Reduced |
| Rivernorth Capital Management, LLC | 3,403,961 | $31.1M | 1.51% | +1,281,153+60.4% | Added |
| Morgan Stanley | 5,100,327 | $46.7M | 0.01% | +555,170+12.2% | Added |
| 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 |