Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 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
83
−7 vs. Q1 2023
Shares held
25.5M
+25.6K (+0.1%) vs. Q1 2023
Total value
$226.8M
−$7.20M (−3.1%) vs. Q1 2023
New holders
4
30 more added
Sold out
11
29 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 83 institutions
Q1 2021: 90 institutionsQ2 2021: 91 institutionsQ3 2021: 87 institutionsQ4 2021: 89 institutionsQ1 2022: 89 institutionsQ2 2022: 92 institutionsQ3 2022: 95 institutionsQ4 2022: 91 institutionsQ1 2023: 90 institutionsQ2 2023: 83 institutionsQ3 2023: 87 institutionsQ4 2023: 98 institutionsQ1 2024: 91 institutionsQ2 2024: 93 institutionsQ3 2024: 95 institutionsQ4 2024: 94 institutionsQ1 2025: 95 institutionsQ2 2025: 91 institutionsQ3 2025: 88 institutionsQ4 2025: 97 institutionsQ1 2026: 95 institutionsQ2 2026: 99 institutions
Value heldQ2 2023: $226.8M
Q1 2021: $327.1MQ2 2021: $348.9MQ3 2021: $340.6MQ4 2021: $343.4MQ1 2022: $320.3MQ2 2022: $257.7MQ3 2022: $228.8MQ4 2022: $238.5MQ1 2023: $234.0MQ2 2023: $226.8MQ3 2023: $208.4MQ4 2023: $218.7MQ1 2024: $219.4MQ2 2024: $220.8MQ3 2024: $221.0MQ4 2024: $212.1MQ1 2025: $215.6MQ2 2025: $222.9MQ3 2025: $223.5MQ4 2025: $207.3MQ1 2026: $196.6MQ2 2026: $194.4M
Institutions holding WIW and their total value by quarter
QuarterHoldersValue
Q2 202699$194.4M
Q1 202695$196.6M
Q4 202597$207.3M
Q3 202588$223.5M
Q2 202591$222.9M
Q1 202595$215.6M
Q4 202494$212.1M
Q3 202495$221.0M
Q2 202493$220.8M
Q1 202491$219.4M
Q4 202398$218.7M
Q3 202387$208.4M
Q2 202383$226.8M
Q1 202390$234.0M
Q4 202291$238.5M
Q3 202295$228.8M
Q2 202292$257.7M
Q1 202289$320.3M
Q4 202189$343.4M
Q3 202187$340.6M
Q2 202191$348.9M
Q1 202190$327.1M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2023.

Institutions holding WIW in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sandy Spring Bank200$1.77K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC338$3.00K0.00%00.0%Unchanged
Key Financial Inc708$6.27K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,500$13.3K0.01%+1,500New
Whittier Trust Co1,572$13.9K0.00%00.0%Unchanged
GWM Advisors LLC1,683$14.9K0.00%+43+2.6%Added
Bessemer Group Inc1,986$18.0K0.00%+507+34.3%Added
IFP Advisors, Inc1,630$18.1K0.00%00.0%Unchanged
Clean Yield Group2,500$22.1K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3,000$26.6K0.00%00.0%Unchanged
Bartlett & Co. LLC3,000$27.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.5,828$51.6K0.02%+74+1.3%Added
Elequin Capital LP6,606$58.5K0.03%−11,583−63.7%Reduced
Carmichael Hill & Associates, Inc.7,340$65.0K0.03%−1,475−16.7%Reduced
North Star Investment Management Corp.9,398$83.3K0.01%−1,748−15.7%Reduced
Blue Bell Private Wealth Management, LLC10,797$95.7K0.03%−286−2.6%Reduced
Pinnacle Wealth Planning Services, Inc.11,285$100.0K0.02%+46+0.4%Added
Kestra Advisory Services, LLC11,363$100.7K0.00%+504+4.6%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,800$104.5K0.03%00.0%Unchanged
Qube Research & Technologies Ltd11,841$104.9K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC11,932$105.7K0.00%−5,054−29.8%Reduced
HSBC Holdings PLC12,036$106.6K0.00%00.0%Unchanged
Karpus Management, Inc.12,500$110.8K0.00%00.0%Unchanged
Oppenheimer & Co Inc13,100$116.1K0.00%−8,700−39.9%Reduced
Cetera Advisor Networks LLC13,785$122.1K0.00%+13,785New
Arnhold LLC15,000$132.9K0.02%+15,000New
Commonwealth Equity Services, LLC15,290$135.0K0.00%+414+2.8%Added
US Bancorp15,743$139.5K0.00%00.0%Unchanged
Mariner, LLC16,280$144.2K0.00%+962+6.3%Added
Congress Park Capital LLC17,000$150.6K0.08%−3,000−15.0%Reduced
Transcend Wealth Collective, LLC19,348$171.4K0.02%+94+0.5%Added
Steward Partners Investment Advisory, LLC19,812$175.5K0.00%−1,318−6.2%Reduced
Avantax Advisory Services, Inc.20,176$178.8K0.00%+16+0.1%Added
Proficio Capital Partners LLC21,040$186.4K0.03%00.0%Unchanged
Triad Investment Management22,556$199.8K0.28%−19−0.1%Reduced
Advisor Group Holdings, Inc.22,733$201.4K0.00%−141−0.6%Reduced
Coastal Investment Advisors, Inc.25,272$223.9K0.05%+539+2.2%Added
Horizon Kinetics Asset Management LLC26,336$233.3K0.01%−180−0.7%Reduced
MML Investors Services, LLC26,430$234.0K0.00%−6,182−19.0%Reduced
Hennion & Walsh Asset Management, Inc.30,665$272.0K0.02%+30,665New
Concorde Asset Management, LLC35,700$316.3K0.29%+6,400+21.8%Added
Landscape Capital Management, L.L.C.44,380$393.2K0.05%−2,240−4.8%Reduced
Stansberry Asset Management, LLC48,161$426.7K0.08%−680−1.4%Reduced
Verus Capital Partners, LLC48,312$428.0K0.06%+166+0.3%Added
Private Advisor Group, LLC49,901$445.4K0.00%−31,567−38.7%Reduced
Twin Focus Capital Partners, LLC56,108$497.1K0.10%00.0%Unchanged
Stolper Co69,898$619.0K0.26%−1,504−2.1%Reduced
Wells Fargo & Company71,751$635.7K0.00%−2,030−2.8%Reduced
Dynamic Advisor Solutions LLC73,235$648.9K0.03%+311+0.4%Added
Hollencrest Capital Management75,143$665.8K0.07%00.0%Unchanged
First Trust Advisors LP80,959$717.3K0.00%+665+0.8%Added
Aviance Capital Partners, LLC90,457$801.5K0.17%−2,101−2.3%Reduced
CSS LLC90,502$801.8K0.06%+59,330+190.3%Added
Matisse Capital110,500$979.0K0.61%00.0%Unchanged
Raymond James & Associates111,900$991.4K0.00%+4,911+4.6%Added
Royal Bank of Canada125,476$1.11M0.00%+17,063+15.7%Added
Guggenheim Capital LLC130,657$1.16M0.01%+18,963+17.0%Added
Wolverine Asset Management LLC143,667$1.27M0.02%−4,848−3.3%Reduced
Peapack Gladstone Financial Corp153,792$1.36M0.02%−12,891−7.7%Reduced
U.S. Capital Wealth Advisors, LLC156,163$1.38M0.07%−1,750−1.1%Reduced
Grace & White Inc183,497$1.63M0.30%00.0%Unchanged
Fiera Capital Corp204,739$1.81M0.01%00.0%Unchanged
LPL Financial LLC230,732$2.04M0.00%−395,156−63.1%Reduced
Almitas Capital LLC270,274$2.42M1.03%+146,540+118.4%Added
Tortoise Investment Management, LLC273,249$2.42M0.36%+237,304+660.2%Added
Atlas Private Wealth Advisors277,540$2.46M0.50%+190,039+217.2%Added
Wakefield Asset Management LLLP296,219$2.62M1.04%+44,557+17.7%Added
Stifel Financial Corp335,055$2.97M0.00%−16,900−4.8%Reduced
UBS Group AG363,530$3.22M0.00%+223,371+159.4%Added
PenderFund Capital Management Ltd.298,811$3.51M1.09%+11,433+4.0%Added
Roberts Glore & Co Inc423,480$3.75M1.20%−13,404−3.1%Reduced
Janney Montgomery Scott LLC459,420$4.07M0.01%−6,875−1.5%Reduced
Baird Financial Group, Inc.467,660$4.14M0.01%+31,700+7.3%Added
BFSG, LLC514,543$4.56M0.77%−66,530−11.4%Reduced
HighTower Advisors, LLC554,496$4.92M0.01%+32,079+6.1%Added
Penserra Capital Management LLC709,447$6.29M0.12%+48,531+7.3%Added
Bank of America Corp862,646$7.64M0.00%+148,994+20.9%Added
Invesco Ltd.1,023,916$9.07M0.00%−46,071−4.3%Reduced
Sit Investment Associates Inc1,357,623$12.0M0.31%−1,179,586−46.5%Reduced
1607 Capital Partners, LLC2,397,060$21.2M1.52%−14,700−0.6%Reduced
Allspring Global Investments Holdings, LLC2,411,239$21.4M0.03%00.0%Unchanged
Rivernorth Capital Management, LLC3,737,364$33.1M1.65%+333,403+9.8%Added
Morgan Stanley5,597,559$49.6M0.00%+497,232+9.7%Added
City of London Investment Management Co Ltd0$00.00%−155,786−100.0%Sold out
Logan Stone Capital, LLC0$00.00%−25,176−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−18,849−100.0%Sold out
Sowell Financial Services LLC0$00.00%−17,800−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,837−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−10,141−100.0%Sold out
Coombe, Bender & Co LLC0$00.00%−10,000−100.0%Sold out
Accel Wealth Management0$00.00%−1,693−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−900−100.0%Sold out
Creative Financial Designs Inc0$00.00%−832−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out