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, Q2 2024
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 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
- 93
- +2 vs. Q1 2024
- Shares held
- 25.8M
- +516.1K (+2.0%) vs. Q1 2024
- Total value
- $220.8M
- +$1.42M (+0.6%) vs. Q1 2024
- New holders
- 11
- 31 more added
- Sold out
- 9
- 27 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,395,932 | $62.9M | 0.00% | +356,139+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,049,617 | $26.0M | 0.04% | +638,378+26.5% | Added |
| Rivernorth Capital Management, LLC | 2,091,915 | $17.8M | 0.84% | +108,084+5.4% | Added |
| Penserra Capital Management LLC | 1,426,473 | $12.1M | 0.15% | +31,697+2.3% | Added |
| Beach Point Capital Management LP | 1,281,927 | $10.9M | 3.86% | −28,779−2.2% | Reduced |
| 1607 Capital Partners, LLC | 1,084,960 | $9.23M | 0.83% | −105,800−8.9% | Reduced |
| Invesco Ltd. | 931,132 | $7.92M | 0.00% | −32,997−3.4% | Reduced |
| Bank of America Corp | 859,637 | $7.32M | 0.00% | −89,667−9.4% | Reduced |
| Sit Investment Associates Inc | 629,065 | $5.35M | 0.12% | −297,303−32.1% | Reduced |
| PenderFund Capital Management Ltd. | 439,485 | $5.12M | 1.41% | +10,033+2.3% | Added |
| LPL Financial LLC | 521,122 | $4.43M | 0.00% | +223,784+75.3% | Added |
| Baird Financial Group, Inc. | 519,527 | $4.42M | 0.01% | +8,058+1.6% | Added |
| HighTower Advisors, LLC | 507,563 | $4.32M | 0.01% | −27,795−5.2% | Reduced |
| Private Advisor Group, LLC | 363,119 | $3.09M | 0.02% | +275,850+316.1% | Added |
| Stifel Financial Corp | 350,449 | $2.98M | 0.00% | −4,941−1.4% | Reduced |
| Guggenheim Capital LLC | 321,396 | $2.74M | 0.02% | +86,377+36.8% | Added |
| Wakefield Asset Management LLLP | 294,969 | $2.51M | 0.88% | −1,601−0.5% | Reduced |
| Roberts Glore & Co Inc | 257,947 | $2.20M | 0.66% | +2,928+1.1% | Added |
| Landscape Capital Management, L.L.C. | 234,423 | $1.99M | 0.17% | −100,616−30.0% | Reduced |
| Fiera Capital Corp | 209,295 | $1.78M | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 199,617 | $1.70M | 0.84% | 00.0% | Unchanged |
| Grace & White Inc | 189,321 | $1.61M | 0.30% | −2,200−1.1% | Reduced |
| Envestnet Asset Management Inc | 178,125 | $1.52M | 0.00% | +9,368+5.6% | Added |
| Janney Montgomery Scott LLC | 172,710 | $1.47M | 0.00% | −162,399−48.5% | Reduced |
| Park Avenue Securities LLC | 168,430 | $1.43M | 0.02% | +6,862+4.2% | Added |
| UBS Group AG | 144,979 | $1.23M | 0.00% | +34,847+31.6% | Added |
| Raymond James & Associates | 143,737 | $1.22M | 0.00% | +3,306+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 134,897 | $1.15M | 0.04% | −6,094−4.3% | Reduced |
| Wolverine Asset Management LLC | 120,596 | $1.03M | 0.02% | +2,034+1.7% | Added |
| Tortoise Investment Management, LLC | 104,696 | $891.0K | 0.10% | −92,709−47.0% | Reduced |
| CSS LLC | 98,192 | $835.6K | 0.06% | −99,281−50.3% | Reduced |
| Peapack Gladstone Financial Corp | 97,882 | $833.0K | 0.01% | −12,049−11.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 83,031 | $706.6K | 0.25% | +7,745+10.3% | Added |
| Royal Bank of Canada | 82,409 | $701.0K | 0.00% | −1,050−1.3% | Reduced |
| Cutler Capital Management, LLC | 77,470 | $659.3K | 0.26% | +64,194+483.5% | Added |
| Dynamic Advisor Solutions LLC | 68,689 | $584.5K | 0.02% | −3,704−5.1% | Reduced |
| Concorde Asset Management, LLC | 67,350 | $573.1K | 0.35% | +67,350 | New |
| Stansberry Asset Management, LLC | 64,580 | $549.6K | 0.07% | +4,390+7.3% | Added |
| Twin Focus Capital Partners, LLC | 57,708 | $491.1K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53,842 | $458.2K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 48,575 | $413.4K | 0.00% | +1,967+4.2% | Added |
| First Trust Advisors LP | 39,853 | $339.1K | 0.00% | −1,808−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,757 | $304.3K | 0.02% | −579−1.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 34,006 | $289.7K | 0.19% | +196+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 33,707 | $286.8K | 0.03% | +1,828+5.7% | Added |
| Verus Capital Partners, LLC | 33,078 | $281.5K | 0.03% | +394+1.2% | Added |
| Oppenheimer & Co Inc | 32,400 | $275.7K | 0.00% | +5,000+18.2% | Added |
| Advisor Group Holdings, Inc. | 28,306 | $240.9K | 0.00% | −433−1.5% | Reduced |
| Integrated Capital Management, Inc. | 28,085 | $239.0K | 0.19% | +5,333+23.4% | Added |
| Clear Creek Financial Management, LLC | 26,900 | $228.9K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 26,756 | $228.0K | 0.00% | −5,304−16.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,336 | $224.1K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 22,126 | $188.3K | 0.04% | −1,947−8.1% | Reduced |
| Mariner, LLC | 21,873 | $186.1K | 0.00% | +4,028+22.6% | Added |
| Cetera Investment Advisers | 21,594 | $183.8K | 0.00% | +999+4.9% | Added |
| Arnhold LLC | 17,500 | $148.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,812 | $143.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,397 | $139.5K | 0.00% | +16,397 | New |
| US Bancorp | 15,743 | $134.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,046 | $128.0K | 0.00% | +3,443+29.7% | Added |
| Moors & Cabot, Inc. | 15,000 | $127.7K | 0.01% | −50,500−77.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,566 | $115.4K | 0.02% | +180+1.3% | Added |
| Karpus Management, Inc. | 12,500 | $106.4K | 0.00% | 00.0% | Unchanged |
| Atlas Wealth LLC | 11,533 | $99.1K | 0.02% | +11,533 | New |
| Commonwealth Equity Services, LLC | 11,680 | $99.0K | 0.00% | −8,673−42.6% | Reduced |
| Sanctuary Advisors, LLC | 11,288 | $94.9K | 0.00% | +11,288 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $92.8K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,545 | $89.7K | 0.00% | −311−2.9% | Reduced |
| Capital Investment Advisors, LLC | 10,141 | $86.3K | 0.00% | 00.0% | Unchanged |
| Rpo LLC | 10,091 | $85.9K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,897 | $67.2K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6,099 | $51.9K | 0.02% | +65+1.1% | Added |
| North Star Investment Management Corp. | 5,764 | $49.0K | 0.00% | −610−9.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,500 | $47.5K | 0.03% | +5,500 | New |
| Kimelman & Baird, LLC | 3,200 | $27.2K | 0.00% | +3,200 | New |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,895 | $16.0K | 0.00% | +85+4.7% | Added |
| GWM Advisors LLC | 1,733 | $14.7K | 0.00% | −65−3.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.2K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,501 | $12.8K | 0.00% | +1,500+150,000.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.03K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 600 | $5.11K | 0.00% | +600 | New |
| IFP Advisors, Inc | 500 | $4.25K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 332 | $2.87K | 0.00% | +332 | New |
| Sandy Spring Bank | 200 | $1.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $715 | 0.00% | +84 | New |
| Beaird Harris Wealth Management, LLC | 60 | $511 | 0.00% | +60 | New |
| Assetmark, Inc | 44 | $374 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $2 | 0.00% | +1 | New |
| BFSG, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −208,145−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −84,641−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,128−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,410−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −10,973−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −10,696−100.0% | Sold out |