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, Q3 2023

Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Sep 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
87
+4 vs. Q2 2023
Shares held
25.2M
−328.8K (−1.3%) vs. Q2 2023
Total value
$208.4M
−$18.4M (−8.1%) vs. Q2 2023
New holders
13
24 more added
Sold out
9
29 more reduced

Compare with Q2 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 holdersQ3 2023: 87 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 heldQ3 2023: $208.4M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q2 2023.

Institutions holding WIW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sandy Spring Bank200$1.65K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC359$2.96K0.00%+359New
Key Financial Inc708$5.83K0.00%00.0%Unchanged
Allworth Financial LP850$7.00K0.00%+850New
Bessemer Group Inc1,342$11.0K0.00%−644−32.4%Reduced
Glass Jacobson Investment Advisors llc1,500$12.3K0.01%00.0%Unchanged
Whittier Trust Co1,572$12.9K0.00%00.0%Unchanged
IFP Advisors, Inc1,630$13.4K0.00%00.0%Unchanged
GWM Advisors LLC1,727$14.2K0.00%+44+2.6%Added
Carmichael Hill & Associates, Inc.2,708$22.3K0.01%−4,632−63.1%Reduced
Bartlett & Co. Wealth Management LLC3,000$24.7K0.00%00.0%Unchanged
Bartlett & Co. LLC3,000$25.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.5,907$48.6K0.02%+79+1.4%Added
Elequin Capital LP7,682$63.2K0.01%+1,076+16.3%Added
Blue Bell Private Wealth Management, LLC7,897$65.0K0.02%−2,900−26.9%Reduced
North Star Investment Management Corp.9,482$78.0K0.01%+84+0.9%Added
Capital Investment Advisors, LLC10,141$83.5K0.00%+10,141New
Jane Street Group, LLC10,182$83.8K0.00%+10,182New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,800$88.9K0.02%−1,000−8.5%Reduced
We Are One Seven, LLC11,353$93.4K0.01%+11,353New
Ieq Capital, LLC11,470$94.4K0.00%+11,470New
Integrated Wealth Concepts LLC11,672$96.1K0.00%−260−2.2%Reduced
Qube Research & Technologies Ltd11,841$97.5K0.00%00.0%Unchanged
HSBC Holdings PLC12,036$99.1K0.00%00.0%Unchanged
Karpus Management, Inc.12,500$102.9K0.00%00.0%Unchanged
Oppenheimer & Co Inc13,100$107.8K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.13,131$108.1K0.02%+1,846+16.4%Added
Moors & Cabot, Inc.13,500$111.1K0.01%+13,500New
Transcend Wealth Collective, LLC13,580$111.8K0.01%−5,768−29.8%Reduced
HRT Financial LP14,965$123.0K0.00%+14,965New
Commonwealth Equity Services, LLC15,197$125.0K0.00%−93−0.6%Reduced
US Bancorp15,743$129.6K0.00%00.0%Unchanged
Cetera Advisor Networks LLC15,922$131.0K0.00%+2,137+15.5%Added
Arnhold LLC17,500$144.0K0.02%+2,500+16.7%Added
Mariner, LLC18,947$155.9K0.00%+2,667+16.4%Added
Park Avenue Securities LLC19,203$158.0K0.00%+19,203New
Steward Partners Investment Advisory, LLC19,812$163.1K0.00%00.0%Unchanged
Proficio Capital Partners LLC20,440$168.2K0.02%−600−2.9%Reduced
Kingswood Wealth Advisors, LLC25,015$205.9K0.04%+25,015New
Envestnet Asset Management Inc25,923$213.3K0.00%+25,923New
MML Investors Services, LLC25,976$214.0K0.00%−454−1.7%Reduced
Horizon Kinetics Asset Management LLC26,336$216.7K0.00%00.0%Unchanged
Coastal Investment Advisors, Inc.25,272$223.9K0.05%00.0%Unchanged
Crestone Asset Management LLC30,022$247.1K0.06%+30,022New
Hennion & Walsh Asset Management, Inc.36,689$301.9K0.02%+6,024+19.6%Added
Private Advisor Group, LLC40,077$329.8K0.00%−9,824−19.7%Reduced
Concorde Asset Management, LLC40,150$330.4K0.30%+4,450+12.5%Added
Advisor Group Holdings, Inc.40,949$337.0K0.00%+18,216+80.1%Added
Comerica Bank43,597$358.8K0.00%+43,597New
Verus Capital Partners, LLC51,282$422.0K0.06%+2,970+6.1%Added
Stansberry Asset Management, LLC54,593$449.3K0.08%+6,432+13.4%Added
Twin Focus Capital Partners, LLC56,108$461.8K0.10%00.0%Unchanged
Landscape Capital Management, L.L.C.59,497$489.7K0.06%+15,117+34.1%Added
Wells Fargo & Company61,022$502.2K0.00%−10,729−15.0%Reduced
Dynamic Advisor Solutions LLC70,309$578.6K0.03%−2,926−4.0%Reduced
LPL Financial LLC70,602$581.1K0.00%−160,130−69.4%Reduced
Hollencrest Capital Management75,143$618.4K0.07%00.0%Unchanged
First Trust Advisors LP82,993$683.0K0.00%+2,034+2.5%Added
Raymond James & Associates109,921$904.6K0.00%−1,979−1.8%Reduced
Matisse Capital110,500$909.4K0.64%00.0%Unchanged
Royal Bank of Canada117,746$969.0K0.00%−7,730−6.2%Reduced
CSS LLC125,507$1.03M0.09%+35,005+38.7%Added
Peapack Gladstone Financial Corp150,087$1.24M0.02%−3,705−2.4%Reduced
U.S. Capital Wealth Advisors, LLC155,663$1.28M0.06%−500−0.3%Reduced
Wolverine Asset Management LLC157,987$1.30M0.02%+14,320+10.0%Added
Guggenheim Capital LLC162,544$1.34M0.01%+31,887+24.4%Added
Almitas Capital LLC164,733$1.36M0.65%−105,541−39.0%Reduced
Grace & White Inc183,497$1.51M0.28%00.0%Unchanged
Fiera Capital Corp204,505$1.68M0.01%−234−0.1%Reduced
Wakefield Asset Management LLLP275,750$2.27M1.03%−20,469−6.9%Reduced
Tortoise Investment Management, LLC279,144$2.30M0.34%+5,895+2.2%Added
UBS Group AG327,424$2.69M0.00%−36,106−9.9%Reduced
Stifel Financial Corp351,933$2.90M0.00%+16,878+5.0%Added
Roberts Glore & Co Inc395,139$3.25M1.07%−28,341−6.7%Reduced
Janney Montgomery Scott LLC429,112$3.53M0.01%−30,308−6.6%Reduced
Baird Financial Group, Inc.501,805$4.13M0.01%+34,145+7.3%Added
BFSG, LLC510,523$4.20M0.68%−4,020−0.8%Reduced
HighTower Advisors, LLC538,701$4.43M0.01%−15,795−2.8%Reduced
PenderFund Capital Management Ltd.416,436$4.66M1.39%+117,625+39.4%Added
Invesco Ltd.837,290$6.89M0.00%−186,626−18.2%Reduced
Bank of America Corp842,922$6.94M0.00%−19,724−2.3%Reduced
Penserra Capital Management LLC1,189,843$9.79M0.20%+480,396+67.7%Added
Sit Investment Associates Inc1,316,953$10.8M0.30%−40,670−3.0%Reduced
1607 Capital Partners, LLC2,397,060$19.7M1.48%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,411,239$19.8M0.04%00.0%Unchanged
Rivernorth Capital Management, LLC2,686,967$22.1M1.15%−1,050,397−28.1%Reduced
Morgan Stanley6,514,265$53.6M0.01%+916,706+16.4%Added
Atlas Private Wealth Advisors0$00.00%−277,540−100.0%Sold out
Aviance Capital Partners, LLC0$00.00%−90,457−100.0%Sold out
Stolper Co0$00.00%−69,898−100.0%Sold out
Triad Investment Management0$00.00%−22,556−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−20,176−100.0%Sold out
Congress Park Capital LLC0$00.00%−17,000−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−11,363−100.0%Sold out
Clean Yield Group0$00.00%−2,500−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−338−100.0%Sold out