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, Q4 2024
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Dec 31, 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
- 94
- +1 vs. Q3 2024
- Shares held
- 25.2M
- +729.6K (+3.0%) vs. Q3 2024
- Total value
- $212.2M
- −$8.01M (−3.6%) vs. Q3 2024
- New holders
- 15
- 31 more added
- Sold out
- 14
- 30 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,028,194 | $58.1M | 0.00% | −1,700,176−19.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,389,523 | $19.8M | 0.03% | −180,201−7.0% | Reduced |
| 1607 Capital Partners, LLC | 2,112,328 | $17.5M | 1.40% | +1,051,868+99.2% | Added |
| Rivernorth Capital Management, LLC | 2,045,275 | $16.9M | 0.81% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 953,094 | $11.3M | 2.43% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,288,567 | $10.7M | 0.00% | +1,287,066+85,747.2% | Added |
| Invesco Ltd. | 976,939 | $8.08M | 0.00% | −3,699−0.4% | Reduced |
| Private Advisor Group, LLC | 665,792 | $5.51M | 0.03% | +154,955+30.3% | Added |
| Guggenheim Capital LLC | 655,550 | $5.42M | 0.04% | +150,225+29.7% | Added |
| Bank of America Corp | 616,147 | $5.10M | 0.00% | −165,606−21.2% | Reduced |
| HighTower Advisors, LLC | 511,381 | $4.23M | 0.01% | −5,047−1.0% | Reduced |
| Baird Financial Group, Inc. | 507,662 | $4.20M | 0.01% | −21,298−4.0% | Reduced |
| LPL Financial LLC | 444,565 | $3.68M | 0.00% | +391,632+739.9% | Added |
| Capstone Investment Advisors, LLC | 305,290 | $2.52M | 0.02% | +305,290 | New |
| Wakefield Asset Management LLLP | 301,872 | $2.50M | 0.84% | +5,237+1.8% | Added |
| Stifel Financial Corp | 266,737 | $2.21M | 0.00% | −45,241−14.5% | Reduced |
| Fiera Capital Corp | 263,946 | $2.18M | 0.01% | −164−0.1% | Reduced |
| Matisse Capital | 230,533 | $1.91M | 0.97% | −500−0.2% | Reduced |
| Atala Financial Inc | 218,393 | $1.81M | 1.27% | +218,393 | New |
| Advisor Group Holdings, Inc. | 213,260 | $1.76M | 0.00% | +36,880+20.9% | Added |
| Envestnet Asset Management Inc | 204,704 | $1.69M | 0.00% | +25,885+14.5% | Added |
| Park Avenue Securities LLC | 173,622 | $1.44M | 0.01% | +8,124+4.9% | Added |
| Roberts Glore & Co Inc | 173,324 | $1.43M | 0.43% | −5,602−3.1% | Reduced |
| Sit Investment Associates Inc | 166,249 | $1.38M | 0.03% | −25,000−13.1% | Reduced |
| Janney Montgomery Scott LLC | 165,863 | $1.37M | 0.00% | +15,133+10.0% | Added |
| Raymond James Financial Inc | 153,089 | $1.27M | 0.00% | +153,089 | New |
| Prevail Innovative Wealth Advisors, LLC | 135,761 | $1.12M | 0.33% | +26,542+24.3% | Added |
| Ionic Capital Management LLC | 129,740 | $1.07M | 1.06% | +45,319+53.7% | Added |
| Grace & White Inc | 124,620 | $1.03M | 0.19% | −57,598−31.6% | Reduced |
| Landscape Capital Management, L.L.C. | 112,950 | $934.1K | 0.10% | −423,553−78.9% | Reduced |
| UBS Group AG | 106,467 | $880.5K | 0.00% | −24,952−19.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,550 | $798.5K | 0.02% | −47,547−33.0% | Reduced |
| First Trust Advisors LP | 92,947 | $768.7K | 0.00% | +55,581+148.7% | Added |
| Cutler Capital Management, LLC | 88,765 | $734.1K | 0.26% | +6,695+8.2% | Added |
| Royal Bank of Canada | 85,805 | $710.0K | 0.00% | +1,851+2.2% | Added |
| Stansberry Asset Management, LLC | 73,316 | $606.3K | 0.08% | +3,550+5.1% | Added |
| PFG Investments, LLC | 73,128 | $604.8K | 0.04% | +50,003+216.2% | Added |
| Twin Focus Capital Partners, LLC | 60,163 | $497.5K | 0.07% | +455+0.8% | Added |
| Hollencrest Capital Management | 53,842 | $445.3K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 52,028 | $430.3K | 0.00% | −64,871−55.5% | Reduced |
| CSS LLC | 50,627 | $418.7K | 0.02% | +2,412+5.0% | Added |
| Peapack Gladstone Financial Corp | 47,903 | $396.0K | 0.01% | −24,027−33.4% | Reduced |
| Oppenheimer & Co Inc | 47,400 | $392.0K | 0.01% | +4,000+9.2% | Added |
| Comerica Bank | 45,599 | $377.1K | 0.00% | −8,007−14.9% | Reduced |
| Tortoise Investment Management, LLC | 42,420 | $350.8K | 0.04% | −32,315−43.2% | Reduced |
| Concorde Asset Management, LLC | 37,550 | $310.5K | 0.16% | −2,700−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,610 | $294.5K | 0.01% | −208−0.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 35,577 | $294.2K | 0.17% | −1,356−3.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 35,139 | $290.6K | 0.02% | +35,139 | New |
| Cetera Investment Advisers | 34,054 | $281.6K | 0.00% | +12,346+56.9% | Added |
| Uhlmann Price Securities, LLC | 33,113 | $273.9K | 0.21% | −8,729−20.9% | Reduced |
| Integrated Capital Management, Inc. | 32,338 | $267.4K | 0.21% | +2,043+6.7% | Added |
| Readystate Asset Management LP | 30,375 | $251.2K | 0.01% | +30,375 | New |
| Clear Creek Financial Management, LLC | 28,900 | $239.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,556 | $228.0K | 0.00% | +1,160+4.4% | Added |
| Almitas Capital LLC | 25,454 | $210.5K | 0.05% | −37,679−59.7% | Reduced |
| Hara Capital LLC | 21,548 | $178.2K | 0.06% | +10,774+100.0% | Added |
| Rpo LLC | 21,006 | $173.7K | 0.23% | −421−2.0% | Reduced |
| Mariner, LLC | 20,785 | $171.9K | 0.00% | +1,812+9.6% | Added |
| Verus Capital Partners, LLC | 19,827 | $164.0K | 0.02% | +175+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 17,931 | $148.3K | 0.00% | +1,119+6.7% | Added |
| Arnhold LLC | 17,500 | $144.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,189 | $142.2K | 0.00% | +3,049+21.6% | Added |
| Jane Street Group, LLC | 16,876 | $139.6K | 0.00% | +5,821+52.7% | Added |
| Elequin Capital LP | 16,370 | $135.4K | 0.02% | +16,370 | New |
| Moors & Cabot, Inc. | 15,000 | $124.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,828 | $114.4K | 0.01% | −3,675−21.0% | Reduced |
| HRT Financial LP | 12,795 | $105.0K | 0.00% | +12,795 | New |
| DKM Wealth Management, Inc. | 12,000 | $99.2K | 0.09% | +12,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $90.1K | 0.01% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 10,626 | $87.9K | 0.03% | +10,626 | New |
| We Are One Seven, LLC | 10,565 | $87.4K | 0.00% | +10,565 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,357 | $85.7K | 0.01% | +10,357 | New |
| StoneX Group Inc. | 10,353 | $85.6K | 0.00% | +10,353 | New |
| Virtu Financial LLC | 10,315 | $85.0K | 0.00% | −5,601−35.2% | Reduced |
| Wolverine Asset Management LLC | 9,464 | $78.3K | 0.00% | −150,146−94.1% | Reduced |
| US Bancorp | 8,997 | $74.4K | 0.00% | −6,746−42.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,897 | $65.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,874 | $40.3K | 0.00% | +56+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $24.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,801 | $23.2K | 0.00% | +2,801 | New |
| WPG Advisers, LLC | 2,591 | $21.4K | 0.02% | +2,591 | New |
| Gables Capital Management Inc. | 2,364 | $19.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,061 | $17.0K | 0.00% | −8,999−81.4% | Reduced |
| GWM Advisors LLC | 1,807 | $14.9K | 0.00% | +38+2.1% | Added |
| CWM, LLC | 1,737 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.26K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $5.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 230 | $1.90K | 0.00% | +230 | New |
| Sandy Spring Bank | 200 | $1.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $695 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $621 | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −153,550−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,304−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −65,297−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −48,582−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −24,561−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |