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, 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
- $221.0M
- +$208.7K (+0.1%) 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 | $194.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $389 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $663 | 0.00% | +75 | Added |
| Geneos Wealth Management Inc. | 84 | $743 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $1.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.51K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,501 | $13.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $15.0K | 0.00% | +1,737 | New |
| GWM Advisors LLC | 1,769 | $15.6K | 0.00% | +36+2.1% | Added |
| Gables Capital Management Inc. | 2,364 | $20.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,818 | $42.6K | 0.00% | −946−16.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 6,165 | $54.5K | 0.02% | +66+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 7,897 | $69.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,141 | $89.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,178 | $90.0K | 0.00% | +10,178 | New |
| Hara Capital LLC | 10,774 | $95.2K | 0.06% | +10,774 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $96.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,055 | $97.7K | 0.00% | +11,055 | New |
| Bessemer Group Inc | 11,060 | $98.0K | 0.00% | +9,165+483.6% | Added |
| Horizon Kinetics Asset Management LLC | 12,036 | $106.4K | 0.00% | −14,300−54.3% | Reduced |
| Karpus Management, Inc. | 12,500 | $110.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,140 | $125.0K | 0.00% | −906−6.0% | Reduced |
| Moors & Cabot, Inc. | 15,000 | $132.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 15,743 | $139.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,746 | $139.2K | 0.00% | +15,746 | New |
| Virtu Financial LLC | 15,916 | $141.0K | 0.01% | +15,916 | New |
| Kestra Advisory Services, LLC | 16,592 | $146.7K | 0.00% | +195+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 16,812 | $148.6K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 17,500 | $154.7K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 17,503 | $154.7K | 0.01% | +17,503 | New |
| Mariner, LLC | 18,973 | $167.7K | 0.00% | −2,900−13.3% | Reduced |
| Verus Capital Partners, LLC | 19,652 | $173.7K | 0.02% | −13,426−40.6% | Reduced |
| Orleans Capital Management Corp | 20,800 | $183.9K | 0.10% | +20,800 | New |
| Rpo LLC | 21,427 | $189.4K | 0.28% | +11,336+112.3% | Added |
| Cetera Investment Advisers | 21,708 | $191.9K | 0.00% | +114+0.5% | Added |
| PFG Investments, LLC | 23,125 | $204.4K | 0.01% | +23,125 | New |
| Catalina Capital Group, LLC | 24,561 | $217.1K | 0.07% | +24,561 | New |
| MML Investors Services, LLC | 26,396 | $233.0K | 0.00% | −360−1.3% | Reduced |
| Clear Creek Financial Management, LLC | 28,900 | $255.5K | 0.03% | +2,000+7.4% | Added |
| Integrated Capital Management, Inc. | 30,295 | $267.8K | 0.21% | +2,210+7.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,818 | $316.6K | 0.01% | +61+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 36,933 | $323.5K | 0.20% | +2,927+8.6% | Added |
| First Trust Advisors LP | 37,366 | $330.3K | 0.00% | −2,487−6.2% | Reduced |
| Concorde Asset Management, LLC | 40,250 | $355.8K | 0.20% | −27,100−40.2% | Reduced |
| Uhlmann Price Securities, LLC | 41,842 | $369.9K | 0.29% | +41,842 | New |
| Oppenheimer & Co Inc | 43,400 | $383.7K | 0.01% | +11,000+34.0% | Added |
| CSS LLC | 48,215 | $426.2K | 0.02% | −49,977−50.9% | Reduced |
| Logan Stone Capital, LLC | 48,582 | $429.5K | 0.11% | +48,582 | New |
| LPL Financial LLC | 52,933 | $467.9K | 0.00% | −468,189−89.8% | Reduced |
| Comerica Bank | 53,606 | $473.9K | 0.00% | +5,031+10.4% | Added |
| Hollencrest Capital Management | 53,842 | $476.0K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 59,708 | $527.8K | 0.08% | +2,000+3.5% | Added |
| Almitas Capital LLC | 63,133 | $558.1K | 0.20% | +63,133 | New |
| Dynamic Advisor Solutions LLC | 65,297 | $577.2K | 0.02% | −3,392−4.9% | Reduced |
| Stansberry Asset Management, LLC | 69,766 | $616.7K | 0.08% | +5,186+8.0% | Added |
| Peapack Gladstone Financial Corp | 71,930 | $636.0K | 0.01% | −25,952−26.5% | Reduced |
| Tortoise Investment Management, LLC | 74,735 | $660.7K | 0.07% | −29,961−28.6% | Reduced |
| Cutler Capital Management, LLC | 82,070 | $725.5K | 0.26% | +4,600+5.9% | Added |
| Royal Bank of Canada | 83,954 | $742.0K | 0.00% | +1,545+1.9% | Added |
| Ionic Capital Management LLC | 84,421 | $746.3K | 0.45% | +84,421 | New |
| Prevail Innovative Wealth Advisors, LLC | 109,219 | $965.5K | 0.29% | +26,188+31.5% | Added |
| Millennium Management LLC | 116,899 | $1.03M | 0.00% | +116,899 | New |
| UBS Group AG | 131,419 | $1.16M | 0.00% | −13,560−9.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 144,097 | $1.27M | 0.04% | +9,200+6.8% | Added |
| Janney Montgomery Scott LLC | 150,730 | $1.33M | 0.00% | −21,980−12.7% | Reduced |
| Raymond James & Associates | 151,563 | $1.34M | 0.00% | +7,826+5.4% | Added |
| NWF Advisory Services Inc. | 153,550 | $1.36M | 0.20% | +153,550 | New |
| Wolverine Asset Management LLC | 159,610 | $1.41M | 0.03% | +39,014+32.4% | Added |
| Park Avenue Securities LLC | 165,498 | $1.46M | 0.02% | −2,932−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 176,380 | $1.56M | 0.00% | +148,074+523.1% | Added |
| Envestnet Asset Management Inc | 178,819 | $1.58M | 0.00% | +694+0.4% | Added |
| Roberts Glore & Co Inc | 178,926 | $1.58M | 0.46% | −79,021−30.6% | Reduced |
| Grace & White Inc | 182,218 | $1.61M | 0.29% | −7,103−3.8% | Reduced |
| Sit Investment Associates Inc | 191,249 | $1.69M | 0.04% | −437,816−69.6% | Reduced |
| Matisse Capital | 231,033 | $2.04M | 0.99% | +31,416+15.7% | Added |
| Fiera Capital Corp | 264,110 | $2.33M | 0.01% | +54,815+26.2% | Added |
| Wakefield Asset Management LLLP | 296,635 | $2.62M | 0.85% | +1,666+0.6% | Added |
| Stifel Financial Corp | 311,978 | $2.76M | 0.00% | −38,471−11.0% | Reduced |
| Guggenheim Capital LLC | 505,325 | $4.47M | 0.03% | +183,929+57.2% | Added |
| Private Advisor Group, LLC | 510,837 | $4.52M | 0.03% | +147,718+40.7% | Added |
| HighTower Advisors, LLC | 516,428 | $4.56M | 0.01% | +8,865+1.7% | Added |
| Baird Financial Group, Inc. | 528,960 | $4.68M | 0.01% | +9,433+1.8% | Added |
| Landscape Capital Management, L.L.C. | 536,503 | $4.74M | 0.48% | +302,080+128.9% | Added |
| Bank of America Corp | 781,753 | $6.91M | 0.00% | −77,884−9.1% | Reduced |
| Invesco Ltd. | 980,638 | $8.67M | 0.00% | +49,506+5.3% | Added |
| 1607 Capital Partners, LLC | 1,060,460 | $9.37M | 0.86% | −24,500−2.3% | Reduced |
| PenderFund Capital Management Ltd. | 953,094 | $11.4M | 2.62% | +513,609+116.9% | Added |
| Rivernorth Capital Management, LLC | 2,045,275 | $18.1M | 0.87% | −46,640−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,569,724 | $22.7M | 0.04% | −479,893−15.7% | Reduced |
| Morgan Stanley | 8,728,370 | $77.2M | 0.01% | +1,332,438+18.0% | Added |
| International Assets Investment Management, LLC | 5,304 | – | – | +4,704+784.0% | Added |
| 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 |