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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 5 | $40 | 0.00% | −404−98.8% | Reduced |
| BFSG, LLC | 75 | $657 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $1.75K | 0.00% | +200 | New |
| 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 |
| Key Financial Inc | 708 | $6.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,150 | $10.1K | 0.00% | +300+35.3% | Added |
| MAI Capital Management | 1,670 | $14.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,886 | $16.5K | 0.00% | +41+2.2% | Added |
| Tortoise Investment Management, LLC | 2,190 | $19.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,991 | $43.7K | 0.00% | +60+1.2% | Added |
| WPG Advisers, LLC | 5,509 | $48.3K | 0.04% | −591−9.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,816 | $68.5K | 0.01% | −81−1.0% | Reduced |
| US Bancorp | 8,997 | $78.8K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $87.6K | 0.01% | +10,000 | New |
| Hara Capital LLC | 10,774 | $94.4K | 0.06% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 11,089 | $97.1K | 0.03% | +237+2.2% | Added |
| GatePass Capital, LLC | 11,500 | $100.7K | 0.07% | +11,500 | New |
| Cambridge Investment Research Advisors, Inc. | 12,000 | $105.0K | 0.00% | +12,000 | New |
| DKM Wealth Management, Inc. | 12,000 | $105.1K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,068 | $105.7K | 0.01% | −57−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 12,377 | $108.0K | 0.00% | −4,774−27.8% | Reduced |
| Geneos Wealth Management Inc. | 13,066 | $114.5K | 0.00% | +297+2.3% | Added |
| HBW Advisory Services LLC | 14,098 | $123.5K | 0.02% | +14,098 | New |
| Nations Financial Group Inc, | 14,175 | $124.2K | 0.01% | +185+1.3% | Added |
| Walleye Capital LLC | 14,423 | $126.3K | 0.00% | +14,423 | New |
| Gries Financial LLC | 16,126 | $141.3K | 0.03% | −1,122−6.5% | Reduced |
| Verus Capital Partners, LLC | 16,859 | $147.7K | 0.01% | −347−2.0% | Reduced |
| Sowell Financial Services LLC | 16,966 | $148.6K | 0.01% | −834−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,305 | $160.4K | 0.00% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 18,623 | $163.1K | 0.12% | −569−3.0% | Reduced |
| MML Investors Services, LLC | 19,306 | $169.0K | 0.00% | +344+1.8% | Added |
| Merit Financial Group, LLC | 19,797 | $173.4K | 0.00% | +8,385+73.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,451 | $187.9K | 0.03% | +10,551+96.8% | Added |
| Jane Street Group, LLC | 22,847 | $200.1K | 0.00% | +22,847 | New |
| Mariner, LLC | 23,106 | $202.4K | 0.00% | −675−2.8% | Reduced |
| Clear Creek Financial Management, LLC | 28,900 | $253.2K | 0.02% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 30,284 | $265.9K | 0.15% | −9,556−24.0% | Reduced |
| Uhlmann Price Securities, LLC | 32,181 | $281.9K | 0.20% | −1,635−4.8% | Reduced |
| Landscape Capital Management, L.L.C. | 43,816 | $383.8K | 0.03% | −24,756−36.1% | Reduced |
| Comerica Bank | 51,153 | $448.1K | 0.00% | +4,672+10.1% | Added |
| Envestnet Asset Management Inc | 52,865 | $463.1K | 0.00% | +9,960+23.2% | Added |
| Hollencrest Capital Management | 53,842 | $471.7K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 56,153 | $491.9K | 0.02% | −17,014−23.3% | Reduced |
| Cetera Investment Advisers | 57,614 | $504.7K | 0.00% | +2,804+5.1% | Added |
| Oppenheimer & Co Inc | 65,900 | $577.3K | 0.01% | +12,000+22.3% | Added |
| Twin Focus Capital Partners, LLC | 67,463 | $591.0K | 0.08% | +2,400+3.7% | Added |
| Robinson Capital Management, LLC | 68,740 | $602.2K | 0.25% | +68,740 | New |
| Traub Capital Management LLC | 69,411 | $608.0K | 0.56% | +69,411 | New |
| PFG Investments, LLC | 73,133 | $640.6K | 0.04% | +20.0% | Added |
| Dynamic Advisor Solutions LLC | 75,068 | $657.6K | 0.02% | +6,125+8.9% | Added |
| LPL Financial LLC | 78,674 | $689.2K | 0.00% | −451,700−85.2% | Reduced |
| Stansberry Asset Management, LLC | 83,327 | $729.9K | 0.08% | +4,789+6.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 87,664 | $767.9K | 0.02% | −496−0.6% | Reduced |
| Royal Bank of Canada | 93,106 | $816.0K | 0.00% | +6,625+7.7% | Added |
| Cutler Capital Management, LLC | 101,492 | $889.1K | 0.31% | +10,827+11.9% | Added |
| Janney Montgomery Scott LLC | 105,273 | $922.0K | 0.00% | −3,047−2.8% | Reduced |
| Grace & White Inc | 124,620 | $1.09M | 0.20% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 137,320 | $1.20M | 0.02% | −36,796−21.1% | Reduced |
| Ionic Capital Management LLC | 144,740 | $1.27M | 1.42% | +15,000+11.6% | Added |
| Roberts Glore & Co Inc | 149,138 | $1.31M | 0.38% | −6,452−4.1% | Reduced |
| NWF Advisory Services Inc. | 156,750 | $1.37M | 0.16% | +300+0.2% | Added |
| Sit Investment Associates Inc | 166,249 | $1.46M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 180,877 | $1.58M | 0.00% | +50,800+39.1% | Added |
| Raymond James Financial Inc | 184,419 | $1.62M | 0.00% | +24,749+15.5% | Added |
| First Trust Advisors LP | 203,176 | $1.78M | 0.00% | +42,474+26.4% | Added |
| Atala Financial Inc | 214,693 | $1.88M | 1.30% | 00.0% | Unchanged |
| Matisse Capital | 230,000 | $2.01M | 0.95% | −533−0.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 245,397 | $2.15M | 0.48% | +79,119+47.6% | Added |
| Fiera Capital Corp | 257,700 | $2.26M | 0.01% | −6,246−2.4% | Reduced |
| Stifel Financial Corp | 260,743 | $2.28M | 0.00% | −6,009−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 273,186 | $2.39M | 0.00% | +67,220+32.6% | Added |
| Wakefield Asset Management LLLP | 300,938 | $2.64M | 0.74% | −1,912−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 462,748 | $4.05M | 0.03% | +106,074+29.7% | Added |
| HighTower Advisors, LLC | 497,533 | $4.36M | 0.01% | −286−0.1% | Reduced |
| Baird Financial Group, Inc. | 533,886 | $4.68M | 0.01% | +19,228+3.7% | Added |
| Bank of America Corp | 713,059 | $6.25M | 0.00% | +23,152+3.4% | Added |
| Private Advisor Group, LLC | 807,090 | $7.07M | 0.04% | −23,986−2.9% | Reduced |
| Guggenheim Capital LLC | 845,457 | $7.41M | 0.06% | +107,360+14.5% | Added |
| Invesco Ltd. | 994,948 | $8.72M | 0.00% | +7,860+0.8% | Added |
| PenderFund Capital Management Ltd. | 995,797 | $8.72M | 2.06% | +28,941+3.0% | Added |
| Wells Fargo & Company | 1,491,330 | $13.1M | 0.00% | +23,401+1.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,819,653 | $15.9M | 0.03% | −104,018−5.4% | Reduced |
| Rivernorth Capital Management, LLC | 1,949,219 | $17.1M | 0.94% | −18,550−0.9% | Reduced |
| 1607 Capital Partners, LLC | 1,957,890 | $17.2M | 1.39% | +30,762+1.6% | Added |
| Morgan Stanley | 7,384,863 | $64.7M | 0.00% | +31,241+0.4% | Added |
| 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 |