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