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, Q1 2024
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Mar 31, 2024. 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
- 91
- −5 vs. Q4 2023
- Shares held
- 25.3M
- +181.6K (+0.7%) vs. Q4 2023
- Total value
- $219.4M
- +$695.2K (+0.3%) vs. Q4 2023
- New holders
- 12
- 42 more added
- Sold out
- 17
- 18 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,039,793 | $60.8M | 0.00% | +684,255+10.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $20.8M | 0.03% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 1,983,831 | $17.1M | 0.83% | +88,237+4.7% | Added |
| Penserra Capital Management LLC | 1,394,776 | $12.0M | 0.15% | +116,463+9.1% | Added |
| Beach Point Capital Management LP | 1,310,706 | $11.3M | 3.96% | +336,271+34.5% | Added |
| 1607 Capital Partners, LLC | 1,190,760 | $10.3M | 0.84% | −1,192,000−50.0% | Reduced |
| Invesco Ltd. | 964,129 | $8.32M | 0.00% | +78,180+8.8% | Added |
| Bank of America Corp | 949,304 | $8.19M | 0.00% | +94,070+11.0% | Added |
| Sit Investment Associates Inc | 926,368 | $8.00M | 0.18% | −18,983−2.0% | Reduced |
| PenderFund Capital Management Ltd. | 429,452 | $5.02M | 1.38% | +7,776+1.8% | Added |
| HighTower Advisors, LLC | 535,358 | $4.62M | 0.01% | +9,595+1.8% | Added |
| Baird Financial Group, Inc. | 511,469 | $4.41M | 0.01% | −18,431−3.5% | Reduced |
| Stifel Financial Corp | 355,390 | $3.07M | 0.00% | +41,246+13.1% | Added |
| Janney Montgomery Scott LLC | 335,109 | $2.89M | 0.01% | +4,490+1.4% | Added |
| Landscape Capital Management, L.L.C. | 335,039 | $2.89M | 0.25% | +98,833+41.8% | Added |
| LPL Financial LLC | 297,338 | $2.57M | 0.00% | +264,087+794.2% | Added |
| Wakefield Asset Management LLLP | 296,570 | $2.56M | 0.89% | +10,441+3.6% | Added |
| Roberts Glore & Co Inc | 255,019 | $2.20M | 0.66% | −47,599−15.7% | Reduced |
| Guggenheim Capital LLC | 235,019 | $2.03M | 0.01% | +59,651+34.0% | Added |
| Fiera Capital Corp | 209,295 | $1.81M | 0.01% | +4,790+2.3% | Added |
| WealthPLAN Partners, LLC | 208,145 | $1.80M | 0.19% | +2,495+1.2% | Added |
| Matisse Capital | 199,617 | $1.72M | 0.83% | +89,117+80.6% | Added |
| CSS LLC | 197,473 | $1.70M | 0.14% | +31,220+18.8% | Added |
| Tortoise Investment Management, LLC | 197,405 | $1.70M | 0.21% | −66,258−25.1% | Reduced |
| Grace & White Inc | 191,521 | $1.65M | 0.30% | +8,024+4.4% | Added |
| Envestnet Asset Management Inc | 168,757 | $1.46M | 0.00% | +157,253+1,366.9% | Added |
| Park Avenue Securities LLC | 161,568 | $1.39M | 0.02% | +147,944+1,085.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 140,991 | $1.22M | 0.05% | −1,973−1.4% | Reduced |
| Raymond James & Associates | 140,431 | $1.21M | 0.00% | +26,280+23.0% | Added |
| Wolverine Asset Management LLC | 118,562 | $1.02M | 0.02% | +64,556+119.5% | Added |
| UBS Group AG | 110,132 | $950.4K | 0.00% | +457+0.4% | Added |
| Peapack Gladstone Financial Corp | 109,931 | $949.0K | 0.01% | −20,261−15.6% | Reduced |
| Private Advisor Group, LLC | 87,269 | $753.1K | 0.01% | +2,647+3.1% | Added |
| Almitas Capital LLC | 84,641 | $730.5K | 0.30% | −121,033−58.8% | Reduced |
| Royal Bank of Canada | 83,459 | $720.0K | 0.00% | −2,708−3.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 75,286 | $649.7K | 0.24% | +15,978+26.9% | Added |
| Dynamic Advisor Solutions LLC | 72,393 | $624.7K | 0.02% | +157+0.2% | Added |
| Moors & Cabot, Inc. | 65,500 | $565.3K | 0.03% | +11,000+20.2% | Added |
| Stansberry Asset Management, LLC | 60,190 | $519.4K | 0.07% | +5,060+9.2% | Added |
| Twin Focus Capital Partners, LLC | 57,708 | $498.0K | 0.09% | +2,400+4.3% | Added |
| Hollencrest Capital Management | 53,842 | $464.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 46,608 | $402.2K | 0.00% | +4,586+10.9% | Added |
| First Trust Advisors LP | 41,661 | $359.5K | 0.00% | −38,614−48.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,336 | $313.6K | 0.02% | −72−0.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 33,810 | $291.8K | 0.21% | +280+0.8% | Added |
| Verus Capital Partners, LLC | 32,684 | $282.1K | 0.03% | −3,336−9.3% | Reduced |
| MML Investors Services, LLC | 32,060 | $277.0K | 0.00% | +5,654+21.4% | Added |
| Kingswood Wealth Advisors, LLC | 31,879 | $275.1K | 0.03% | −11,498−26.5% | Reduced |
| Advisor Group Holdings, Inc. | 28,739 | $248.0K | 0.00% | +6,480+29.1% | Added |
| Oppenheimer & Co Inc | 27,400 | $236.5K | 0.00% | +14,300+109.2% | Added |
| Clear Creek Financial Management, LLC | 26,900 | $232.1K | 0.03% | +15,900+144.5% | Added |
| Horizon Kinetics Asset Management LLC | 26,336 | $227.3K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 24,073 | $207.7K | 0.04% | −3,268−12.0% | Reduced |
| Integrated Capital Management, Inc. | 22,752 | $196.4K | 0.16% | +22,752 | New |
| Virtu Financial LLC | 21,128 | $182.0K | 0.01% | +21,128 | New |
| Cetera Investment Advisers | 20,595 | $177.7K | 0.00% | +20,595 | New |
| Commonwealth Equity Services, LLC | 20,353 | $176.0K | 0.00% | +7,931+63.8% | Added |
| Mariner, LLC | 17,845 | $154.0K | 0.00% | −1,090−5.8% | Reduced |
| Arnhold LLC | 17,500 | $151.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,812 | $145.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 15,743 | $135.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,410 | $115.7K | 0.00% | +13,410 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,386 | $115.5K | 0.02% | +290+2.2% | Added |
| Cutler Capital Management, LLC | 13,276 | $114.6K | 0.05% | +13,276 | New |
| Karpus Management, Inc. | 12,500 | $107.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,603 | $100.1K | 0.00% | +11,603 | New |
| We Are One Seven, LLC | 10,973 | $94.7K | 0.00% | +426+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $94.1K | 0.02% | 00.0% | Unchanged |
| Hartline Investment Corp | 10,900 | $94.1K | 0.02% | +10,900 | New |
| Integrated Wealth Concepts LLC | 10,856 | $93.7K | 0.00% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 10,696 | $92.3K | 0.03% | +10,696 | New |
| Capital Investment Advisors, LLC | 10,141 | $87.5K | 0.00% | 00.0% | Unchanged |
| Rpo LLC | 10,091 | $87.1K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,897 | $68.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,374 | $55.0K | 0.00% | +67+1.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6,034 | $52.1K | 0.02% | −1,436−19.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.4K | 0.01% | +2,364 | New |
| Bessemer Group Inc | 1,810 | $16.0K | 0.00% | +413+29.6% | Added |
| GWM Advisors LLC | 1,798 | $15.5K | 0.00% | +36+2.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.11K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.32K | 0.00% | −1,130−69.3% | Reduced |
| Sandy Spring Bank | 200 | $1.73K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 185 | $1.60K | 0.00% | +185 | New |
| Assetmark, Inc | 44 | $380 | 0.00% | +44 | New |
| Bullock Wealth Management Group | 14 | $117 | 0.00% | +14 | New |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 0 | $1 | 0.00% | −499,541−100.0% | Reduced |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −84,865−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −55,350−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −37,259−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −37,799−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −34,420−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −30,022−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,464−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,265−100.0% | Sold out |