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 2023
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Dec 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
- 98
- +11 vs. Q3 2023
- Shares held
- 25.1M
- −81.8K (−0.3%) vs. Q3 2023
- Total value
- $218.7M
- +$10.3M (+4.9%) vs. Q3 2023
- New holders
- 17
- 24 more added
- Sold out
- 6
- 35 more reduced
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,355,538 | $55.1M | 0.00% | −158,727−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $20.9M | 0.03% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 2,382,760 | $20.7M | 1.45% | −14,300−0.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,895,594 | $16.4M | 0.79% | −791,373−29.5% | Reduced |
| Penserra Capital Management LLC | 1,278,313 | $11.1M | 0.21% | +88,470+7.4% | Added |
| Beach Point Capital Management LP | 974,435 | $8.45M | 3.37% | +974,435 | New |
| Sit Investment Associates Inc | 945,351 | $8.20M | 0.20% | −371,602−28.2% | Reduced |
| Invesco Ltd. | 885,949 | $7.68M | 0.00% | +48,659+5.8% | Added |
| Bank of America Corp | 855,234 | $7.41M | 0.00% | +12,312+1.5% | Added |
| PenderFund Capital Management Ltd. | 421,676 | $4.84M | 1.58% | +5,240+1.3% | Added |
| Baird Financial Group, Inc. | 529,900 | $4.59M | 0.01% | +28,095+5.6% | Added |
| HighTower Advisors, LLC | 525,763 | $4.56M | 0.01% | −12,938−2.4% | Reduced |
| BFSG, LLC | 499,541 | $4.33M | 0.63% | −10,982−2.2% | Reduced |
| Janney Montgomery Scott LLC | 330,619 | $2.87M | 0.01% | −98,493−23.0% | Reduced |
| Stifel Financial Corp | 314,144 | $2.72M | 0.00% | −37,789−10.7% | Reduced |
| Roberts Glore & Co Inc | 302,618 | $2.62M | 0.82% | −92,521−23.4% | Reduced |
| Wakefield Asset Management LLLP | 286,129 | $2.48M | 0.92% | +10,379+3.8% | Added |
| Tortoise Investment Management, LLC | 263,663 | $2.29M | 0.31% | −15,481−5.5% | Reduced |
| Landscape Capital Management, L.L.C. | 236,206 | $2.05M | 0.18% | +176,709+297.0% | Added |
| Almitas Capital LLC | 205,674 | $1.78M | 0.61% | +40,941+24.9% | Added |
| WealthPLAN Partners, LLC | 205,650 | $1.78M | 0.18% | +205,650 | New |
| Fiera Capital Corp | 204,505 | $1.77M | 0.01% | 00.0% | Unchanged |
| Grace & White Inc | 183,497 | $1.59M | 0.28% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 175,368 | $1.52M | 0.01% | +12,824+7.9% | Added |
| CSS LLC | 166,253 | $1.44M | 0.11% | +40,746+32.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 142,964 | $1.24M | 0.05% | −12,699−8.2% | Reduced |
| Peapack Gladstone Financial Corp | 130,192 | $1.13M | 0.02% | −19,895−13.3% | Reduced |
| Raymond James & Associates | 114,151 | $989.7K | 0.00% | +4,230+3.8% | Added |
| Matisse Capital | 110,500 | $958.0K | 0.51% | 00.0% | Unchanged |
| UBS Group AG | 109,675 | $950.9K | 0.00% | −217,749−66.5% | Reduced |
| Royal Bank of Canada | 86,167 | $747.0K | 0.00% | −31,579−26.8% | Reduced |
| Toroso Investments, LLC | 84,865 | $735.8K | 0.02% | +84,865 | New |
| Private Advisor Group, LLC | 84,622 | $733.7K | 0.01% | +44,545+111.1% | Added |
| First Trust Advisors LP | 80,275 | $696.0K | 0.00% | −2,718−3.3% | Reduced |
| Dynamic Advisor Solutions LLC | 72,236 | $625.6K | 0.02% | +1,927+2.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 59,308 | $514.2K | 0.25% | +59,308 | New |
| Concorde Asset Management, LLC | 55,350 | $479.9K | 0.33% | +15,200+37.9% | Added |
| Twin Focus Capital Partners, LLC | 55,308 | $479.5K | 0.10% | −800−1.4% | Reduced |
| Stansberry Asset Management, LLC | 55,130 | $478.0K | 0.08% | +537+1.0% | Added |
| Moors & Cabot, Inc. | 54,500 | $472.5K | 0.03% | +41,000+303.7% | Added |
| Wolverine Asset Management LLC | 54,006 | $468.2K | 0.01% | −103,981−65.8% | Reduced |
| Hollencrest Capital Management | 53,842 | $466.8K | 0.04% | −21,301−28.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 43,377 | $376.1K | 0.04% | +18,362+73.4% | Added |
| Comerica Bank | 42,022 | $364.3K | 0.00% | −1,575−3.6% | Reduced |
| Weiss Asset Management LP | 37,259 | $323.0K | 0.02% | +37,259 | New |
| Centric Wealth Management | 37,799 | $322.8K | 0.11% | +37,799 | New |
| Hennion & Walsh Asset Management, Inc. | 36,408 | $315.7K | 0.02% | −281−0.8% | Reduced |
| Verus Capital Partners, LLC | 36,020 | $312.3K | 0.04% | −15,262−29.8% | Reduced |
| Accuvest Global Advisors | 34,420 | $298.4K | 0.32% | +34,420 | New |
| LPL Financial LLC | 33,251 | $288.3K | 0.00% | −37,351−52.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 33,530 | $286.3K | 0.21% | +33,530 | New |
| Crestone Asset Management LLC | 30,022 | $260.3K | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 27,341 | $237.0K | 0.05% | +2,069+8.2% | Added |
| MML Investors Services, LLC | 26,406 | $229.0K | 0.00% | +430+1.7% | Added |
| Horizon Kinetics Asset Management LLC | 26,336 | $228.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 25,400 | $220.2K | 0.07% | +17,718+230.6% | Added |
| Advisor Group Holdings, Inc. | 22,259 | $193.0K | 0.00% | −18,690−45.6% | Reduced |
| Logan Stone Capital, LLC | 19,464 | $168.8K | 0.03% | +19,464 | New |
| Mariner, LLC | 18,935 | $164.2K | 0.00% | −12−0.1% | Reduced |
| Arnhold LLC | 17,500 | $151.7K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,265 | $149.7K | 0.00% | +17,265 | New |
| Crown Wealth Group, LLC | 17,100 | $148.3K | 0.09% | +17,100 | New |
| Steward Partners Investment Advisory, LLC | 16,812 | $145.8K | 0.00% | −3,000−15.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 16,188 | $140.3K | 0.29% | +16,188 | New |
| US Bancorp | 15,743 | $136.5K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,698 | $136.1K | 0.00% | −224−1.4% | Reduced |
| Park Avenue Securities LLC | 13,624 | $118.0K | 0.00% | −5,579−29.1% | Reduced |
| Oppenheimer & Co Inc | 13,100 | $113.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,096 | $113.5K | 0.02% | −35−0.3% | Reduced |
| Karpus Management, Inc. | 12,500 | $108.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,422 | $108.0K | 0.00% | −2,775−18.3% | Reduced |
| HSBC Holdings PLC | 12,036 | $104.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,841 | $102.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,504 | $99.7K | 0.00% | −14,419−55.6% | Reduced |
| Clear Creek Financial Management, LLC | 11,000 | $95.4K | 0.02% | +11,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $94.5K | 0.02% | +100+0.9% | Added |
| Integrated Wealth Concepts LLC | 10,856 | $94.1K | 0.00% | −816−7.0% | Reduced |
| We Are One Seven, LLC | 10,547 | $91.4K | 0.01% | −806−7.1% | Reduced |
| Capital Investment Advisors, LLC | 10,141 | $87.9K | 0.00% | 00.0% | Unchanged |
| Rpo LLC | 10,091 | $87.5K | 0.14% | +10,091 | New |
| Blue Bell Private Wealth Management, LLC | 7,897 | $68.5K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,470 | $64.8K | 0.02% | +1,563+26.5% | Added |
| North Star Investment Management Corp. | 6,307 | $54.7K | 0.00% | −3,175−33.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,762 | $15.3K | 0.00% | +35+2.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.5K | 0.01% | −1,038−38.3% | Reduced |
| IFP Advisors, Inc | 1,630 | $14.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,397 | $12.0K | 0.00% | +55+4.1% | Added |
| Allworth Financial LP | 850 | $7.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.14K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 507 | $4.40K | 0.00% | +507 | New |
| Advisory Services Network, LLC | 400 | $3.47K | 0.00% | +400 | New |
| Beaird Harris Wealth Management, LLC | 359 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $1.73K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Wells Fargo & Company | 1 | $6 | 0.00% | −61,021−100.0% | Reduced |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −20,440−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,965−100.0% | Sold out |