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.
Q2 2024 vs. Q1 2024
How the institutions holding Western Asset Inflation-Linked Opportunities & Income Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 91 | 93 | +2 |
| Shares | 25.3M | 25.8M | +516.1K (+2.0%) |
| Value | $219.4M | $220.8M | +$1.42M (+0.6%) |
New holders (11)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Concorde Asset Management, LLC | 67,350 | $573.1K | 0.35% |
| Kestra Advisory Services, LLC | 16,397 | $139.5K | 0.00% |
| Atlas Wealth LLC | 11,533 | $99.1K | 0.02% |
| Sanctuary Advisors, LLC | 11,288 | $94.9K | 0.00% |
| Wetzel Investment Advisors, Inc. | 5,500 | $47.5K | 0.03% |
| Kimelman & Baird, LLC | 3,200 | $27.2K | 0.00% |
| International Assets Investment Management, LLC | 600 | $5.11K | 0.00% |
| Mather Group, LLC. | 332 | $2.87K | 0.00% |
| Geneos Wealth Management Inc. | 84 | $715 | 0.00% |
| Beaird Harris Wealth Management, LLC | 60 | $511 | 0.00% |
| Laurel Wealth Advisors LLC | 1 | $2 | 0.00% |
Sold out (9)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| WealthPLAN Partners, LLC | 208,145 | $1.80M |
| Almitas Capital LLC | 84,641 | $730.5K |
| Virtu Financial LLC | 21,128 | $182.0K |
| Susquehanna International Group, LLP | 13,410 | $115.7K |
| We Are One Seven, LLC | 10,973 | $94.7K |
| Hartline Investment Corp | 10,900 | $94.1K |
| Flow State Investments, L.P. | 10,696 | $92.3K |
| Northwestern Mutual Wealth Management Co | 185 | $1.60K |
| Bullock Wealth Management Group | 14 | $117 |