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