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 |
|---|---|---|---|---|---|
| BFSG, LLC | 0 | $1 | 0.00% | −499,541−100.0% | Reduced |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 14 | $117 | 0.00% | +14 | New |
| Assetmark, Inc | 44 | $380 | 0.00% | +44 | New |
| Northwestern Mutual Wealth Management Co | 185 | $1.60K | 0.00% | +185 | New |
| Sandy Spring Bank | 200 | $1.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.32K | 0.00% | −1,130−69.3% | Reduced |
| Key Financial Inc | 708 | $6.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.34K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,798 | $15.5K | 0.00% | +36+2.0% | Added |
| Bessemer Group Inc | 1,810 | $16.0K | 0.00% | +413+29.6% | Added |
| Gables Capital Management Inc. | 2,364 | $20.4K | 0.01% | +2,364 | New |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.9K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6,034 | $52.1K | 0.02% | −1,436−19.2% | Reduced |
| North Star Investment Management Corp. | 6,374 | $55.0K | 0.00% | +67+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 7,897 | $68.2K | 0.01% | 00.0% | Unchanged |
| Rpo LLC | 10,091 | $87.1K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,141 | $87.5K | 0.00% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 10,696 | $92.3K | 0.03% | +10,696 | New |
| Integrated Wealth Concepts LLC | 10,856 | $93.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| We Are One Seven, LLC | 10,973 | $94.7K | 0.00% | +426+4.0% | Added |
| Citadel Advisors LLC | 11,603 | $100.1K | 0.00% | +11,603 | New |
| Karpus Management, Inc. | 12,500 | $107.9K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 13,276 | $114.6K | 0.05% | +13,276 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,386 | $115.5K | 0.02% | +290+2.2% | Added |
| Susquehanna International Group, LLP | 13,410 | $115.7K | 0.00% | +13,410 | New |
| US Bancorp | 15,743 | $135.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,812 | $145.1K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 17,500 | $151.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 17,845 | $154.0K | 0.00% | −1,090−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 20,353 | $176.0K | 0.00% | +7,931+63.8% | Added |
| Cetera Investment Advisers | 20,595 | $177.7K | 0.00% | +20,595 | New |
| Virtu Financial LLC | 21,128 | $182.0K | 0.01% | +21,128 | New |
| Integrated Capital Management, Inc. | 22,752 | $196.4K | 0.16% | +22,752 | New |
| Coastal Investment Advisors, Inc. | 24,073 | $207.7K | 0.04% | −3,268−12.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,336 | $227.3K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 26,900 | $232.1K | 0.03% | +15,900+144.5% | Added |
| Oppenheimer & Co Inc | 27,400 | $236.5K | 0.00% | +14,300+109.2% | Added |
| Advisor Group Holdings, Inc. | 28,739 | $248.0K | 0.00% | +6,480+29.1% | Added |
| Kingswood Wealth Advisors, LLC | 31,879 | $275.1K | 0.03% | −11,498−26.5% | Reduced |
| MML Investors Services, LLC | 32,060 | $277.0K | 0.00% | +5,654+21.4% | Added |
| Verus Capital Partners, LLC | 32,684 | $282.1K | 0.03% | −3,336−9.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 33,810 | $291.8K | 0.21% | +280+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,336 | $313.6K | 0.02% | −72−0.2% | Reduced |
| First Trust Advisors LP | 41,661 | $359.5K | 0.00% | −38,614−48.1% | Reduced |
| Comerica Bank | 46,608 | $402.2K | 0.00% | +4,586+10.9% | Added |
| Hollencrest Capital Management | 53,842 | $464.7K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 57,708 | $498.0K | 0.09% | +2,400+4.3% | Added |
| Stansberry Asset Management, LLC | 60,190 | $519.4K | 0.07% | +5,060+9.2% | Added |
| Moors & Cabot, Inc. | 65,500 | $565.3K | 0.03% | +11,000+20.2% | Added |
| Dynamic Advisor Solutions LLC | 72,393 | $624.7K | 0.02% | +157+0.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 75,286 | $649.7K | 0.24% | +15,978+26.9% | Added |
| Royal Bank of Canada | 83,459 | $720.0K | 0.00% | −2,708−3.1% | Reduced |
| Almitas Capital LLC | 84,641 | $730.5K | 0.30% | −121,033−58.8% | Reduced |
| Private Advisor Group, LLC | 87,269 | $753.1K | 0.01% | +2,647+3.1% | Added |
| Peapack Gladstone Financial Corp | 109,931 | $949.0K | 0.01% | −20,261−15.6% | Reduced |
| UBS Group AG | 110,132 | $950.4K | 0.00% | +457+0.4% | Added |
| Wolverine Asset Management LLC | 118,562 | $1.02M | 0.02% | +64,556+119.5% | Added |
| Raymond James & Associates | 140,431 | $1.21M | 0.00% | +26,280+23.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 140,991 | $1.22M | 0.05% | −1,973−1.4% | Reduced |
| Park Avenue Securities LLC | 161,568 | $1.39M | 0.02% | +147,944+1,085.9% | Added |
| Envestnet Asset Management Inc | 168,757 | $1.46M | 0.00% | +157,253+1,366.9% | Added |
| Grace & White Inc | 191,521 | $1.65M | 0.30% | +8,024+4.4% | Added |
| Tortoise Investment Management, LLC | 197,405 | $1.70M | 0.21% | −66,258−25.1% | Reduced |
| CSS LLC | 197,473 | $1.70M | 0.14% | +31,220+18.8% | Added |
| Matisse Capital | 199,617 | $1.72M | 0.83% | +89,117+80.6% | Added |
| WealthPLAN Partners, LLC | 208,145 | $1.80M | 0.19% | +2,495+1.2% | Added |
| Fiera Capital Corp | 209,295 | $1.81M | 0.01% | +4,790+2.3% | Added |
| Guggenheim Capital LLC | 235,019 | $2.03M | 0.01% | +59,651+34.0% | Added |
| Roberts Glore & Co Inc | 255,019 | $2.20M | 0.66% | −47,599−15.7% | Reduced |
| Wakefield Asset Management LLLP | 296,570 | $2.56M | 0.89% | +10,441+3.6% | Added |
| LPL Financial LLC | 297,338 | $2.57M | 0.00% | +264,087+794.2% | Added |
| Landscape Capital Management, L.L.C. | 335,039 | $2.89M | 0.25% | +98,833+41.8% | Added |
| Janney Montgomery Scott LLC | 335,109 | $2.89M | 0.01% | +4,490+1.4% | Added |
| Stifel Financial Corp | 355,390 | $3.07M | 0.00% | +41,246+13.1% | Added |
| Baird Financial Group, Inc. | 511,469 | $4.41M | 0.01% | −18,431−3.5% | Reduced |
| HighTower Advisors, LLC | 535,358 | $4.62M | 0.01% | +9,595+1.8% | Added |
| PenderFund Capital Management Ltd. | 429,452 | $5.02M | 1.38% | +7,776+1.8% | Added |
| Sit Investment Associates Inc | 926,368 | $8.00M | 0.18% | −18,983−2.0% | Reduced |
| Bank of America Corp | 949,304 | $8.19M | 0.00% | +94,070+11.0% | Added |
| Invesco Ltd. | 964,129 | $8.32M | 0.00% | +78,180+8.8% | Added |
| 1607 Capital Partners, LLC | 1,190,760 | $10.3M | 0.84% | −1,192,000−50.0% | Reduced |
| Beach Point Capital Management LP | 1,310,706 | $11.3M | 3.96% | +336,271+34.5% | Added |
| Penserra Capital Management LLC | 1,394,776 | $12.0M | 0.15% | +116,463+9.1% | Added |
| Rivernorth Capital Management, LLC | 1,983,831 | $17.1M | 0.83% | +88,237+4.7% | Added |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $20.8M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 7,039,793 | $60.8M | 0.00% | +684,255+10.8% | Added |
| 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 |