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, Q1 2025
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Mar 31, 2025. 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
- +1 vs. Q4 2024
- Shares held
- 25.4M
- +200.6K (+0.8%) vs. Q4 2024
- Total value
- $215.6M
- +$3.42M (+1.6%) vs. Q4 2024
- New holders
- 12
- 39 more added
- Sold out
- 11
- 21 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,353,622 | $64.6M | 0.00% | +325,428+4.6% | Added |
| Rivernorth Capital Management, LLC | 1,967,769 | $17.3M | 0.92% | −77,506−3.8% | Reduced |
| 1607 Capital Partners, LLC | 1,927,128 | $16.9M | 1.36% | −185,200−8.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,923,671 | $16.9M | 0.03% | −465,852−19.5% | Reduced |
| Wells Fargo & Company | 1,467,929 | $12.9M | 0.00% | +179,362+13.9% | Added |
| Invesco Ltd. | 987,088 | $8.68M | 0.00% | +10,149+1.0% | Added |
| Private Advisor Group, LLC | 831,076 | $7.31M | 0.04% | +165,284+24.8% | Added |
| Guggenheim Capital LLC | 738,097 | $6.49M | 0.06% | +82,547+12.6% | Added |
| Bank of America Corp | 689,907 | $6.06M | 0.00% | +73,760+12.0% | Added |
| LPL Financial LLC | 530,374 | $4.66M | 0.00% | +85,809+19.3% | Added |
| Baird Financial Group, Inc. | 514,658 | $4.52M | 0.01% | +6,996+1.4% | Added |
| HighTower Advisors, LLC | 497,819 | $4.38M | 0.01% | −13,562−2.7% | Reduced |
| Capstone Investment Advisors, LLC | 356,674 | $3.14M | 0.03% | +51,384+16.8% | Added |
| Wakefield Asset Management LLLP | 302,850 | $2.66M | 0.81% | +978+0.3% | Added |
| Stifel Financial Corp | 266,752 | $2.34M | 0.00% | +150.0% | Added |
| Fiera Capital Corp | 263,946 | $2.32M | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 230,533 | $2.03M | 1.07% | 00.0% | Unchanged |
| Atala Financial Inc | 214,693 | $1.89M | 1.41% | −3,700−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 205,966 | $1.81M | 0.00% | −7,294−3.4% | Reduced |
| Riverbridge Partners LLC | 174,116 | $1.53M | 0.02% | +174,116 | New |
| Prevail Innovative Wealth Advisors, LLC | 166,278 | $1.46M | 0.39% | +30,517+22.5% | Added |
| Sit Investment Associates Inc | 166,249 | $1.46M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 160,702 | $1.41M | 0.00% | +67,755+72.9% | Added |
| Raymond James Financial Inc | 159,670 | $1.40M | 0.00% | +6,581+4.3% | Added |
| NWF Advisory Services Inc. | 156,450 | $1.38M | 0.19% | +156,450 | New |
| Roberts Glore & Co Inc | 155,590 | $1.37M | 0.42% | −17,734−10.2% | Reduced |
| UBS Group AG | 130,077 | $1.14M | 0.00% | +23,610+22.2% | Added |
| Ionic Capital Management LLC | 129,740 | $1.14M | 1.30% | 00.0% | Unchanged |
| Grace & White Inc | 124,620 | $1.10M | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 108,320 | $952.0K | 0.00% | −57,543−34.7% | Reduced |
| Cutler Capital Management, LLC | 90,665 | $796.9K | 0.28% | +1,900+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 88,160 | $774.9K | 0.02% | −8,390−8.7% | Reduced |
| Royal Bank of Canada | 86,481 | $760.0K | 0.00% | +676+0.8% | Added |
| Stansberry Asset Management, LLC | 78,538 | $690.3K | 0.08% | +5,222+7.1% | Added |
| Readystate Asset Management LP | 73,167 | $643.1K | 0.03% | +42,792+140.9% | Added |
| PFG Investments, LLC | 73,131 | $642.8K | 0.04% | +30.0% | Added |
| Dynamic Advisor Solutions LLC | 68,943 | $606.0K | 0.02% | +68,943 | New |
| Landscape Capital Management, L.L.C. | 68,572 | $602.7K | 0.05% | −44,378−39.3% | Reduced |
| Twin Focus Capital Partners, LLC | 65,063 | $571.9K | 0.09% | +4,900+8.1% | Added |
| PenderFund Capital Management Ltd. | 966,856 | $495.1K | 0.42% | +13,762+1.4% | Added |
| Cetera Investment Advisers | 54,810 | $481.8K | 0.00% | +20,756+61.0% | Added |
| Oppenheimer & Co Inc | 53,900 | $473.8K | 0.01% | +6,500+13.7% | Added |
| Hollencrest Capital Management | 53,842 | $473.3K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 46,481 | $408.6K | 0.00% | +882+1.9% | Added |
| Envestnet Asset Management Inc | 42,905 | $377.1K | 0.00% | −161,799−79.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 39,840 | $343.0K | 0.23% | +4,263+12.0% | Added |
| Concorde Asset Management, LLC | 37,650 | $321.5K | 0.17% | +100+0.3% | Added |
| Citadel Advisors LLC | 34,190 | $300.5K | 0.00% | +17,001+98.9% | Added |
| Uhlmann Price Securities, LLC | 33,816 | $297.3K | 0.22% | +703+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,182 | $291.7K | 0.01% | −2,428−6.8% | Reduced |
| Clear Creek Financial Management, LLC | 28,900 | $254.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 23,781 | $209.0K | 0.00% | +2,996+14.4% | Added |
| Almitas Capital LLC | 22,523 | $198.0K | 0.07% | −2,931−11.5% | Reduced |
| Accredited Investor Services, LLC | 19,192 | $168.7K | 0.14% | +19,192 | New |
| MML Investors Services, LLC | 18,962 | $167.0K | 0.00% | −8,594−31.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,305 | $160.9K | 0.00% | +374+2.1% | Added |
| Sowell Financial Services LLC | 17,800 | $156.5K | 0.01% | +17,800 | New |
| Arnhold LLC | 17,500 | $153.8K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 17,248 | $151.6K | 0.03% | +17,248 | New |
| Verus Capital Partners, LLC | 17,206 | $151.2K | 0.02% | −2,621−13.2% | Reduced |
| Peapack Gladstone Financial Corp | 17,151 | $151.0K | 0.00% | −30,752−64.2% | Reduced |
| Susquehanna International Group, LLP | 15,557 | $136.7K | 0.00% | +15,557 | New |
| Park Avenue Securities LLC | 14,963 | $132.0K | 0.00% | −158,659−91.4% | Reduced |
| Moors & Cabot, Inc. | 15,000 | $131.8K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,990 | $123.0K | 0.01% | +162+1.2% | Added |
| Geneos Wealth Management Inc. | 12,769 | $112.2K | 0.00% | +12,685+15,101.2% | Added |
| Elequin Capital LP | 12,704 | $111.7K | 0.02% | −3,666−22.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,125 | $106.6K | 0.02% | +1,768+17.1% | Added |
| DKM Wealth Management, Inc. | 12,000 | $105.5K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 12,000 | $105.5K | 0.00% | +12,000 | New |
| Merit Financial Group, LLC | 11,412 | $100.3K | 0.00% | +11,412 | New |
| Mezzasalma Advisors, LLC | 10,852 | $95.4K | 0.03% | +226+2.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $95.2K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 10,774 | $94.7K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,369 | $91.1K | 0.00% | +16+0.2% | Added |
| US Bancorp | 8,997 | $79.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,897 | $69.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,100 | $53.6K | 0.05% | +3,509+135.4% | Added |
| North Star Investment Management Corp. | 4,931 | $43.3K | 0.00% | +57+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,190 | $19.3K | 0.00% | −40,230−94.8% | Reduced |
| Wolverine Asset Management LLC | 2,009 | $17.7K | 0.00% | −7,455−78.8% | Reduced |
| GWM Advisors LLC | 1,845 | $16.2K | 0.00% | +38+2.1% | Added |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.7K | 0.00% | −1,131−40.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.75K | 0.00% | +1,000 | New |
| Allworth Financial LP | 850 | $7.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 409 | $3.59K | 0.00% | +409 | New |
| EverSource Wealth Advisors, LLC | 400 | $3.52K | 0.00% | +400 | New |
| Sandy Spring Bank | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $660 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −52,028−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −50,627−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,139−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −32,338−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −21,006−100.0% | Sold out |