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, Q2 2025
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 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
- 91
- −2 vs. Q1 2025
- Shares held
- 25.4M
- +48.2K (+0.2%) vs. Q1 2025
- Total value
- $222.9M
- +$7.67M (+3.6%) vs. Q1 2025
- New holders
- 11
- 35 more added
- Sold out
- 13
- 27 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,384,863 | $64.7M | 0.00% | +31,241+0.4% | Added |
| 1607 Capital Partners, LLC | 1,957,890 | $17.2M | 1.39% | +30,762+1.6% | Added |
| Rivernorth Capital Management, LLC | 1,949,219 | $17.1M | 0.94% | −18,550−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,819,653 | $15.9M | 0.03% | −104,018−5.4% | Reduced |
| Wells Fargo & Company | 1,491,330 | $13.1M | 0.00% | +23,401+1.6% | Added |
| PenderFund Capital Management Ltd. | 995,797 | $8.72M | 2.06% | +28,941+3.0% | Added |
| Invesco Ltd. | 994,948 | $8.72M | 0.00% | +7,860+0.8% | Added |
| Guggenheim Capital LLC | 845,457 | $7.41M | 0.06% | +107,360+14.5% | Added |
| Private Advisor Group, LLC | 807,090 | $7.07M | 0.04% | −23,986−2.9% | Reduced |
| Bank of America Corp | 713,059 | $6.25M | 0.00% | +23,152+3.4% | Added |
| Baird Financial Group, Inc. | 533,886 | $4.68M | 0.01% | +19,228+3.7% | Added |
| HighTower Advisors, LLC | 497,533 | $4.36M | 0.01% | −286−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 462,748 | $4.05M | 0.03% | +106,074+29.7% | Added |
| Wakefield Asset Management LLLP | 300,938 | $2.64M | 0.74% | −1,912−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 273,186 | $2.39M | 0.00% | +67,220+32.6% | Added |
| Stifel Financial Corp | 260,743 | $2.28M | 0.00% | −6,009−2.3% | Reduced |
| Fiera Capital Corp | 257,700 | $2.26M | 0.01% | −6,246−2.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 245,397 | $2.15M | 0.48% | +79,119+47.6% | Added |
| Matisse Capital | 230,000 | $2.01M | 0.95% | −533−0.2% | Reduced |
| Atala Financial Inc | 214,693 | $1.88M | 1.30% | 00.0% | Unchanged |
| First Trust Advisors LP | 203,176 | $1.78M | 0.00% | +42,474+26.4% | Added |
| Raymond James Financial Inc | 184,419 | $1.62M | 0.00% | +24,749+15.5% | Added |
| UBS Group AG | 180,877 | $1.58M | 0.00% | +50,800+39.1% | Added |
| Sit Investment Associates Inc | 166,249 | $1.46M | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 156,750 | $1.37M | 0.16% | +300+0.2% | Added |
| Roberts Glore & Co Inc | 149,138 | $1.31M | 0.38% | −6,452−4.1% | Reduced |
| Ionic Capital Management LLC | 144,740 | $1.27M | 1.42% | +15,000+11.6% | Added |
| Riverbridge Partners LLC | 137,320 | $1.20M | 0.02% | −36,796−21.1% | Reduced |
| Grace & White Inc | 124,620 | $1.09M | 0.20% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 105,273 | $922.0K | 0.00% | −3,047−2.8% | Reduced |
| Cutler Capital Management, LLC | 101,492 | $889.1K | 0.31% | +10,827+11.9% | Added |
| Royal Bank of Canada | 93,106 | $816.0K | 0.00% | +6,625+7.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 87,664 | $767.9K | 0.02% | −496−0.6% | Reduced |
| Stansberry Asset Management, LLC | 83,327 | $729.9K | 0.08% | +4,789+6.1% | Added |
| LPL Financial LLC | 78,674 | $689.2K | 0.00% | −451,700−85.2% | Reduced |
| Dynamic Advisor Solutions LLC | 75,068 | $657.6K | 0.02% | +6,125+8.9% | Added |
| PFG Investments, LLC | 73,133 | $640.6K | 0.04% | +20.0% | Added |
| Traub Capital Management LLC | 69,411 | $608.0K | 0.56% | +69,411 | New |
| Robinson Capital Management, LLC | 68,740 | $602.2K | 0.25% | +68,740 | New |
| Twin Focus Capital Partners, LLC | 67,463 | $591.0K | 0.08% | +2,400+3.7% | Added |
| Oppenheimer & Co Inc | 65,900 | $577.3K | 0.01% | +12,000+22.3% | Added |
| Cetera Investment Advisers | 57,614 | $504.7K | 0.00% | +2,804+5.1% | Added |
| Readystate Asset Management LP | 56,153 | $491.9K | 0.02% | −17,014−23.3% | Reduced |
| Hollencrest Capital Management | 53,842 | $471.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 52,865 | $463.1K | 0.00% | +9,960+23.2% | Added |
| Comerica Bank | 51,153 | $448.1K | 0.00% | +4,672+10.1% | Added |
| Landscape Capital Management, L.L.C. | 43,816 | $383.8K | 0.03% | −24,756−36.1% | Reduced |
| Uhlmann Price Securities, LLC | 32,181 | $281.9K | 0.20% | −1,635−4.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 30,284 | $265.9K | 0.15% | −9,556−24.0% | Reduced |
| Clear Creek Financial Management, LLC | 28,900 | $253.2K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 23,106 | $202.4K | 0.00% | −675−2.8% | Reduced |
| Jane Street Group, LLC | 22,847 | $200.1K | 0.00% | +22,847 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,451 | $187.9K | 0.03% | +10,551+96.8% | Added |
| Merit Financial Group, LLC | 19,797 | $173.4K | 0.00% | +8,385+73.5% | Added |
| MML Investors Services, LLC | 19,306 | $169.0K | 0.00% | +344+1.8% | Added |
| Accredited Investor Services, LLC | 18,623 | $163.1K | 0.12% | −569−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,305 | $160.4K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 16,966 | $148.6K | 0.01% | −834−4.7% | Reduced |
| Verus Capital Partners, LLC | 16,859 | $147.7K | 0.01% | −347−2.0% | Reduced |
| Gries Financial LLC | 16,126 | $141.3K | 0.03% | −1,122−6.5% | Reduced |
| Walleye Capital LLC | 14,423 | $126.3K | 0.00% | +14,423 | New |
| Nations Financial Group Inc, | 14,175 | $124.2K | 0.01% | +185+1.3% | Added |
| HBW Advisory Services LLC | 14,098 | $123.5K | 0.02% | +14,098 | New |
| Geneos Wealth Management Inc. | 13,066 | $114.5K | 0.00% | +297+2.3% | Added |
| Peapack Gladstone Financial Corp | 12,377 | $108.0K | 0.00% | −4,774−27.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,068 | $105.7K | 0.01% | −57−0.5% | Reduced |
| DKM Wealth Management, Inc. | 12,000 | $105.1K | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,000 | $105.0K | 0.00% | +12,000 | New |
| GatePass Capital, LLC | 11,500 | $100.7K | 0.07% | +11,500 | New |
| Mezzasalma Advisors, LLC | 11,089 | $97.1K | 0.03% | +237+2.2% | Added |
| Hara Capital LLC | 10,774 | $94.4K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $87.6K | 0.01% | +10,000 | New |
| US Bancorp | 8,997 | $78.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,816 | $68.5K | 0.01% | −81−1.0% | Reduced |
| WPG Advisers, LLC | 5,509 | $48.3K | 0.04% | −591−9.7% | Reduced |
| North Star Investment Management Corp. | 4,991 | $43.7K | 0.00% | +60+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,190 | $19.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,886 | $16.5K | 0.00% | +41+2.2% | Added |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,150 | $10.1K | 0.00% | +300+35.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.77K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.38K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $4.38K | 0.00% | +500 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.38K | 0.00% | +500 | New |
| Atlantic Union Bankshares Corp | 200 | $1.75K | 0.00% | +200 | New |
| BFSG, LLC | 75 | $657 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $40 | 0.00% | −404−98.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,190−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −33,182−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −22,523−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,557−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −14,963−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,704−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |