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.
Q4 2024 vs. Q3 2024
How the institutions holding Western Asset Inflation-Linked Opportunities & Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 95 | 2 | 94 | +1 |
| Shares | 24.7M | 153.2K | 25.2M | +718.8K (+2.9%) |
| Value | $221.0M | $1.35M | $212.1M | −$7.50M (−3.4%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Capstone Investment Advisors, LLC | 305,290 | $2.52M | 0.02% |
| Atala Financial Inc | 218,393 | $1.81M | 1.27% |
| Raymond James Financial Inc | 153,089 | $1.27M | 0.00% |
| Kingswood Wealth Advisors, LLC | 35,139 | $290.6K | 0.02% |
| Readystate Asset Management LP | 30,375 | $251.2K | 0.01% |
| Elequin Capital LP | 16,370 | $135.4K | 0.02% |
| HRT Financial LP | 12,795 | $105.0K | 0.00% |
| DKM Wealth Management, Inc. | 12,000 | $99.2K | 0.09% |
| Mezzasalma Advisors, LLC | 10,626 | $87.9K | 0.03% |
| We Are One Seven, LLC | 10,565 | $87.4K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 10,357 | $85.7K | 0.01% |
| StoneX Group Inc. | 10,353 | $85.6K | 0.00% |
| MAI Capital Management | 2,801 | $23.2K | 0.00% |
| WPG Advisers, LLC | 2,591 | $21.4K | 0.02% |
| Plante Moran Financial Advisors, LLC | 230 | $1.90K | 0.00% |
Sold out (14)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| NWF Advisory Services Inc. | 153,550 | $1.36M |
| Dynamic Advisor Solutions LLC | 65,297 | $577.2K |
| Logan Stone Capital, LLC | 48,582 | $429.5K |
| Catalina Capital Group, LLC | 24,561 | $217.1K |
| Orleans Capital Management Corp | 20,800 | $183.9K |
| Kestra Advisory Services, LLC | 16,592 | $146.7K |
| Susquehanna International Group, LLP | 15,746 | $139.2K |
| Karpus Management, Inc. | 12,500 | $110.5K |
| Horizon Kinetics Asset Management LLC | 12,036 | $106.4K |
| Bank of New York Mellon Corp | 10,178 | $90.0K |
| Capital Investment Advisors, LLC | 10,141 | $89.6K |
| Thomas J. Herzfeld Advisors, Inc. | 6,165 | $54.5K |
| Assetmark, Inc | 44 | $389 |
| International Assets Investment Management, LLC | 5,304 | – |
Not filed for Q4 2024 yet (2)
Institutions that held Western Asset Inflation-Linked Opportunities & Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 151,563 | $1.34M |
| Carmichael Hill & Associates, Inc. | 1,670 | $14.8K |