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.
Q4 2023 vs. Q3 2023
How the institutions holding Western Asset Inflation-Linked Opportunities & Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 87 | 98 | +11 |
| Shares | 25.2M | 25.1M | −81.8K (−0.3%) |
| Value | $208.4M | $218.7M | +$10.3M (+4.9%) |
New holders (17)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Beach Point Capital Management LP | 974,435 | $8.45M | 3.37% |
| WealthPLAN Partners, LLC | 205,650 | $1.78M | 0.18% |
| Toroso Investments, LLC | 84,865 | $735.8K | 0.02% |
| Prevail Innovative Wealth Advisors, LLC | 59,308 | $514.2K | 0.25% |
| Weiss Asset Management LP | 37,259 | $323.0K | 0.02% |
| Centric Wealth Management | 37,799 | $322.8K | 0.11% |
| Accuvest Global Advisors | 34,420 | $298.4K | 0.32% |
| BlackDiamond Wealth Management Inc. | 33,530 | $286.3K | 0.21% |
| Logan Stone Capital, LLC | 19,464 | $168.8K | 0.03% |
| Nomura Holdings Inc | 17,265 | $149.7K | 0.00% |
| Crown Wealth Group, LLC | 17,100 | $148.3K | 0.09% |
| CTC Alternative Strategies, Ltd. | 16,188 | $140.3K | 0.29% |
| Clear Creek Financial Management, LLC | 11,000 | $95.4K | 0.02% |
| Rpo LLC | 10,091 | $87.5K | 0.14% |
| Baystate Wealth Management LLC | 507 | $4.40K | 0.00% |
| Advisory Services Network, LLC | 400 | $3.47K | 0.00% |
| FMR LLC | 1 | $9 | 0.00% |
Sold out (6)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Proficio Capital Partners LLC | 20,440 | $168.2K |
| HRT Financial LP | 14,965 | $123.0K |
| Transcend Wealth Collective, LLC | 13,580 | $111.8K |
| Ieq Capital, LLC | 11,470 | $94.4K |
| Jane Street Group, LLC | 10,182 | $83.8K |
| Whittier Trust Co | 1,572 | $12.9K |