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, 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
- +718.8K (+2.9%) vs. Q3 2024
- Total value
- $212.1M
- −$7.50M (−3.4%) vs. Q3 2024
- New holders
- 15
- 30 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 | $194.4M |
| 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, 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 |
|---|---|---|---|---|---|
| BFSG, LLC | 75 | $621 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $695 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $1.65K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 230 | $1.90K | 0.00% | +230 | New |
| IFP Advisors, Inc | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $5.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $7.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,807 | $14.9K | 0.00% | +38+2.1% | Added |
| Bessemer Group Inc | 2,061 | $17.0K | 0.00% | −8,999−81.4% | Reduced |
| Gables Capital Management Inc. | 2,364 | $19.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,591 | $21.4K | 0.02% | +2,591 | New |
| MAI Capital Management | 2,801 | $23.2K | 0.00% | +2,801 | New |
| Bartlett & Co. Wealth Management LLC | 3,000 | $24.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,874 | $40.3K | 0.00% | +56+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 7,897 | $65.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 8,997 | $74.4K | 0.00% | −6,746−42.9% | Reduced |
| Wolverine Asset Management LLC | 9,464 | $78.3K | 0.00% | −150,146−94.1% | Reduced |
| Virtu Financial LLC | 10,315 | $85.0K | 0.00% | −5,601−35.2% | Reduced |
| StoneX Group Inc. | 10,353 | $85.6K | 0.00% | +10,353 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,357 | $85.7K | 0.01% | +10,357 | New |
| We Are One Seven, LLC | 10,565 | $87.4K | 0.00% | +10,565 | New |
| Mezzasalma Advisors, LLC | 10,626 | $87.9K | 0.03% | +10,626 | New |
| Hara Capital LLC | 10,774 | $89.1K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $90.1K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 12,000 | $99.2K | 0.09% | +12,000 | New |
| HRT Financial LP | 12,795 | $105.0K | 0.00% | +12,795 | New |
| Nations Financial Group Inc, | 13,828 | $114.4K | 0.01% | −3,675−21.0% | Reduced |
| Moors & Cabot, Inc. | 15,000 | $124.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 16,370 | $135.4K | 0.02% | +16,370 | New |
| Jane Street Group, LLC | 16,876 | $139.6K | 0.00% | +5,821+52.7% | Added |
| Citadel Advisors LLC | 17,189 | $142.2K | 0.00% | +3,049+21.6% | Added |
| Arnhold LLC | 17,500 | $144.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,931 | $148.3K | 0.00% | +1,119+6.7% | Added |
| Verus Capital Partners, LLC | 19,827 | $164.0K | 0.02% | +175+0.9% | Added |
| Mariner, LLC | 20,785 | $171.9K | 0.00% | +1,812+9.6% | Added |
| Rpo LLC | 21,006 | $173.7K | 0.23% | −421−2.0% | Reduced |
| Almitas Capital LLC | 25,454 | $210.5K | 0.05% | −37,679−59.7% | Reduced |
| MML Investors Services, LLC | 27,556 | $228.0K | 0.00% | +1,160+4.4% | Added |
| Clear Creek Financial Management, LLC | 28,900 | $239.0K | 0.03% | 00.0% | Unchanged |
| Readystate Asset Management LP | 30,375 | $251.2K | 0.01% | +30,375 | New |
| Integrated Capital Management, Inc. | 32,338 | $267.4K | 0.21% | +2,043+6.7% | Added |
| Uhlmann Price Securities, LLC | 33,113 | $273.9K | 0.21% | −8,729−20.9% | Reduced |
| Cetera Investment Advisers | 34,054 | $281.6K | 0.00% | +12,346+56.9% | Added |
| Kingswood Wealth Advisors, LLC | 35,139 | $290.6K | 0.02% | +35,139 | New |
| BlackDiamond Wealth Management Inc. | 35,577 | $294.2K | 0.17% | −1,356−3.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,610 | $294.5K | 0.01% | −208−0.6% | Reduced |
| Concorde Asset Management, LLC | 37,550 | $310.5K | 0.16% | −2,700−6.7% | Reduced |
| Tortoise Investment Management, LLC | 42,420 | $350.8K | 0.04% | −32,315−43.2% | Reduced |
| Comerica Bank | 45,599 | $377.1K | 0.00% | −8,007−14.9% | Reduced |
| Oppenheimer & Co Inc | 47,400 | $392.0K | 0.01% | +4,000+9.2% | Added |
| Peapack Gladstone Financial Corp | 47,903 | $396.0K | 0.01% | −24,027−33.4% | Reduced |
| CSS LLC | 50,627 | $418.7K | 0.02% | +2,412+5.0% | Added |
| Millennium Management LLC | 52,028 | $430.3K | 0.00% | −64,871−55.5% | Reduced |
| Hollencrest Capital Management | 53,842 | $445.3K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 60,163 | $497.5K | 0.07% | +455+0.8% | Added |
| PFG Investments, LLC | 73,128 | $604.8K | 0.04% | +50,003+216.2% | Added |
| Stansberry Asset Management, LLC | 73,316 | $606.3K | 0.08% | +3,550+5.1% | Added |
| Royal Bank of Canada | 85,805 | $710.0K | 0.00% | +1,851+2.2% | Added |
| Cutler Capital Management, LLC | 88,765 | $734.1K | 0.26% | +6,695+8.2% | Added |
| First Trust Advisors LP | 92,947 | $768.7K | 0.00% | +55,581+148.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 96,550 | $798.5K | 0.02% | −47,547−33.0% | Reduced |
| UBS Group AG | 106,467 | $880.5K | 0.00% | −24,952−19.0% | Reduced |
| Landscape Capital Management, L.L.C. | 112,950 | $934.1K | 0.10% | −423,553−78.9% | Reduced |
| Grace & White Inc | 124,620 | $1.03M | 0.19% | −57,598−31.6% | Reduced |
| Ionic Capital Management LLC | 129,740 | $1.07M | 1.06% | +45,319+53.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 135,761 | $1.12M | 0.33% | +26,542+24.3% | Added |
| Raymond James Financial Inc | 153,089 | $1.27M | 0.00% | +153,089 | New |
| Janney Montgomery Scott LLC | 165,863 | $1.37M | 0.00% | +15,133+10.0% | Added |
| Sit Investment Associates Inc | 166,249 | $1.38M | 0.03% | −25,000−13.1% | Reduced |
| Roberts Glore & Co Inc | 173,324 | $1.43M | 0.43% | −5,602−3.1% | Reduced |
| Park Avenue Securities LLC | 173,622 | $1.44M | 0.01% | +8,124+4.9% | Added |
| Envestnet Asset Management Inc | 204,704 | $1.69M | 0.00% | +25,885+14.5% | Added |
| Advisor Group Holdings, Inc. | 213,260 | $1.76M | 0.00% | +36,880+20.9% | Added |
| Atala Financial Inc | 218,393 | $1.81M | 1.27% | +218,393 | New |
| Matisse Capital | 230,533 | $1.91M | 0.97% | −500−0.2% | Reduced |
| Fiera Capital Corp | 263,946 | $2.18M | 0.01% | −164−0.1% | Reduced |
| Stifel Financial Corp | 266,737 | $2.21M | 0.00% | −45,241−14.5% | Reduced |
| Wakefield Asset Management LLLP | 301,872 | $2.50M | 0.84% | +5,237+1.8% | Added |
| Capstone Investment Advisors, LLC | 305,290 | $2.52M | 0.02% | +305,290 | New |
| LPL Financial LLC | 444,565 | $3.68M | 0.00% | +391,632+739.9% | Added |
| Baird Financial Group, Inc. | 507,662 | $4.20M | 0.01% | −21,298−4.0% | Reduced |
| HighTower Advisors, LLC | 511,381 | $4.23M | 0.01% | −5,047−1.0% | Reduced |
| Bank of America Corp | 616,147 | $5.10M | 0.00% | −165,606−21.2% | Reduced |
| Guggenheim Capital LLC | 655,550 | $5.42M | 0.04% | +150,225+29.7% | Added |
| Private Advisor Group, LLC | 665,792 | $5.51M | 0.03% | +154,955+30.3% | Added |
| Invesco Ltd. | 976,939 | $8.08M | 0.00% | −3,699−0.4% | Reduced |
| Wells Fargo & Company | 1,288,567 | $10.7M | 0.00% | +1,287,066+85,747.2% | Added |
| PenderFund Capital Management Ltd. | 953,094 | $11.3M | 2.43% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 2,045,275 | $16.9M | 0.81% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 2,112,328 | $17.5M | 1.40% | +1,051,868+99.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,389,523 | $19.8M | 0.03% | −180,201−7.0% | Reduced |
| Morgan Stanley | 7,028,194 | $58.1M | 0.00% | −1,700,176−19.5% | Reduced |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −153,550−100.0% | 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 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,592−100.0% | Sold out |