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