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 $194.5M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Sep 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
- 95
- +2 vs. Q2 2024
- Shares held
- 24.7M
- −1.11M (−4.3%) vs. Q2 2024
- Total value
- $221.6M
- +$808.7K (+0.4%) vs. Q2 2024
- New holders
- 16
- 35 more added
- Sold out
- 14
- 24 more reduced
Compare with Q2 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 | $194.5M |
| Q1 2026 | 95 | $196.6M |
| Q4 2025 | 97 | $207.3M |
| Q3 2025 | 88 | $223.5M |
| Q2 2025 | 91 | $223.7M |
| Q1 2025 | 95 | $215.7M |
| Q4 2024 | 94 | $212.2M |
| Q3 2024 | 95 | $221.6M |
| Q2 2024 | 93 | $220.8M |
| Q1 2024 | 91 | $340.9M |
| Q4 2023 | 98 | $273.8M |
| Q3 2023 | 87 | $208.4M |
| Q2 2023 | 83 | $226.8M |
| Q1 2023 | 90 | $234.0M |
| Q4 2022 | 91 | $239.5M |
| Q3 2022 | 95 | $228.8M |
| Q2 2022 | 92 | $257.7M |
| Q1 2022 | 89 | $320.3M |
| Q4 2021 | 89 | $344.1M |
| Q3 2021 | 87 | $340.6M |
| Q2 2021 | 91 | $348.9M |
| Q1 2021 | 90 | $327.6M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,728,370 | $77.2M | 0.01% | +1,332,438+18.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,569,724 | $22.7M | 0.04% | −479,893−15.7% | Reduced |
| Rivernorth Capital Management, LLC | 2,045,275 | $18.1M | 0.87% | −46,640−2.2% | Reduced |
| PenderFund Capital Management Ltd. | 953,094 | $11.4M | 2.62% | +513,609+116.9% | Added |
| 1607 Capital Partners, LLC | 1,060,460 | $9.37M | 0.86% | −24,500−2.3% | Reduced |
| Invesco Ltd. | 980,638 | $8.67M | 0.00% | +49,506+5.3% | Added |
| Bank of America Corp | 781,753 | $6.91M | 0.00% | −77,884−9.1% | Reduced |
| Landscape Capital Management, L.L.C. | 536,503 | $4.74M | 0.48% | +302,080+128.9% | Added |
| Baird Financial Group, Inc. | 528,960 | $4.68M | 0.01% | +9,433+1.8% | Added |
| HighTower Advisors, LLC | 516,428 | $4.56M | 0.01% | +8,865+1.7% | Added |
| Private Advisor Group, LLC | 510,837 | $4.52M | 0.03% | +147,718+40.7% | Added |
| Guggenheim Capital LLC | 505,325 | $4.47M | 0.03% | +183,929+57.2% | Added |
| Stifel Financial Corp | 311,978 | $2.76M | 0.00% | −38,471−11.0% | Reduced |
| Wakefield Asset Management LLLP | 296,635 | $2.62M | 0.85% | +1,666+0.6% | Added |
| Fiera Capital Corp | 264,110 | $2.33M | 0.01% | +54,815+26.2% | Added |
| Matisse Capital | 231,033 | $2.04M | 0.99% | +31,416+15.7% | Added |
| Sit Investment Associates Inc | 191,249 | $1.69M | 0.04% | −437,816−69.6% | Reduced |
| Grace & White Inc | 182,218 | $1.61M | 0.29% | −7,103−3.8% | Reduced |
| Roberts Glore & Co Inc | 178,926 | $1.58M | 0.46% | −79,021−30.6% | Reduced |
| Envestnet Asset Management Inc | 178,819 | $1.58M | 0.00% | +694+0.4% | Added |
| Advisor Group Holdings, Inc. | 176,380 | $1.56M | 0.00% | +148,074+523.1% | Added |
| Park Avenue Securities LLC | 165,498 | $1.46M | 0.02% | −2,932−1.7% | Reduced |
| Wolverine Asset Management LLC | 159,610 | $1.41M | 0.03% | +39,014+32.4% | Added |
| NWF Advisory Services Inc. | 153,550 | $1.36M | 0.20% | +153,550 | New |
| Raymond James & Associates | 151,563 | $1.34M | 0.00% | +7,826+5.4% | Added |
| Janney Montgomery Scott LLC | 150,730 | $1.33M | 0.00% | −21,980−12.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 144,097 | $1.27M | 0.04% | +9,200+6.8% | Added |
| UBS Group AG | 131,419 | $1.16M | 0.00% | −13,560−9.4% | Reduced |
| Millennium Management LLC | 116,899 | $1.03M | 0.00% | +116,899 | New |
| Prevail Innovative Wealth Advisors, LLC | 109,219 | $965.5K | 0.29% | +26,188+31.5% | Added |
| Ionic Capital Management LLC | 84,421 | $746.3K | 0.45% | +84,421 | New |
| Royal Bank of Canada | 83,954 | $742.0K | 0.00% | +1,545+1.9% | Added |
| Cutler Capital Management, LLC | 82,070 | $725.5K | 0.26% | +4,600+5.9% | Added |
| Tortoise Investment Management, LLC | 74,735 | $660.7K | 0.07% | −29,961−28.6% | Reduced |
| Peapack Gladstone Financial Corp | 71,930 | $636.0K | 0.01% | −25,952−26.5% | Reduced |
| Stansberry Asset Management, LLC | 69,766 | $616.7K | 0.08% | +5,186+8.0% | Added |
| International Assets Investment Management, LLC | 5,304 | $600.0K | 0.00% | +4,704+784.0% | Added |
| Dynamic Advisor Solutions LLC | 65,297 | $577.2K | 0.02% | −3,392−4.9% | Reduced |
| Almitas Capital LLC | 63,133 | $558.1K | 0.20% | +63,133 | New |
| Twin Focus Capital Partners, LLC | 59,708 | $527.8K | 0.08% | +2,000+3.5% | Added |
| Hollencrest Capital Management | 53,842 | $476.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 53,606 | $473.9K | 0.00% | +5,031+10.4% | Added |
| LPL Financial LLC | 52,933 | $467.9K | 0.00% | −468,189−89.8% | Reduced |
| Logan Stone Capital, LLC | 48,582 | $429.5K | 0.11% | +48,582 | New |
| CSS LLC | 48,215 | $426.2K | 0.02% | −49,977−50.9% | Reduced |
| Oppenheimer & Co Inc | 43,400 | $383.7K | 0.01% | +11,000+34.0% | Added |
| Uhlmann Price Securities, LLC | 41,842 | $369.9K | 0.29% | +41,842 | New |
| Concorde Asset Management, LLC | 40,250 | $355.8K | 0.20% | −27,100−40.2% | Reduced |
| First Trust Advisors LP | 37,366 | $330.3K | 0.00% | −2,487−6.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 36,933 | $323.5K | 0.20% | +2,927+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,818 | $316.6K | 0.01% | +61+0.2% | Added |
| Integrated Capital Management, Inc. | 30,295 | $267.8K | 0.21% | +2,210+7.9% | Added |
| Clear Creek Financial Management, LLC | 28,900 | $255.5K | 0.03% | +2,000+7.4% | Added |
| MML Investors Services, LLC | 26,396 | $233.0K | 0.00% | −360−1.3% | Reduced |
| Catalina Capital Group, LLC | 24,561 | $217.1K | 0.07% | +24,561 | New |
| PFG Investments, LLC | 23,125 | $204.4K | 0.01% | +23,125 | New |
| Cetera Investment Advisers | 21,708 | $191.9K | 0.00% | +114+0.5% | Added |
| Rpo LLC | 21,427 | $189.4K | 0.28% | +11,336+112.3% | Added |
| Orleans Capital Management Corp | 20,800 | $183.9K | 0.10% | +20,800 | New |
| Verus Capital Partners, LLC | 19,652 | $173.7K | 0.02% | −13,426−40.6% | Reduced |
| Mariner, LLC | 18,973 | $167.7K | 0.00% | −2,900−13.3% | Reduced |
| Nations Financial Group Inc, | 17,503 | $154.7K | 0.01% | +17,503 | New |
| Arnhold LLC | 17,500 | $154.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,812 | $148.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,592 | $146.7K | 0.00% | +195+1.2% | Added |
| Virtu Financial LLC | 15,916 | $141.0K | 0.01% | +15,916 | New |
| Susquehanna International Group, LLP | 15,746 | $139.2K | 0.00% | +15,746 | New |
| US Bancorp | 15,743 | $139.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,000 | $132.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,140 | $125.0K | 0.00% | −906−6.0% | Reduced |
| Karpus Management, Inc. | 12,500 | $110.5K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,036 | $106.4K | 0.00% | −14,300−54.3% | Reduced |
| Bessemer Group Inc | 11,060 | $98.0K | 0.00% | +9,165+483.6% | Added |
| Jane Street Group, LLC | 11,055 | $97.7K | 0.00% | +11,055 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $96.4K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 10,774 | $95.2K | 0.06% | +10,774 | New |
| Bank of New York Mellon Corp | 10,178 | $90.0K | 0.00% | +10,178 | New |
| Capital Investment Advisors, LLC | 10,141 | $89.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,897 | $69.8K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6,165 | $54.5K | 0.02% | +66+1.1% | Added |
| North Star Investment Management Corp. | 4,818 | $42.6K | 0.00% | −946−16.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,769 | $15.6K | 0.00% | +36+2.1% | Added |
| CWM, LLC | 1,737 | $15.0K | 0.00% | +1,737 | New |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.8K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,501 | $13.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.42K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $1.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $743 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $663 | 0.00% | +75 | Added |
| Assetmark, Inc | 44 | $389 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,426,473−100.0% | Sold out |
| Beach Point Capital Management LP | 0 | $0 | 0.00% | −1,281,927−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,707−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −22,126−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −13,566−100.0% | Sold out |