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 $194.5M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Sep 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
- 88
- −3 vs. Q2 2025
- Shares held
- 25.1M
- −399.0K (−1.6%) vs. Q2 2025
- Total value
- $223.5M
- −$216.2K (−0.1%) vs. Q2 2025
- New holders
- 7
- 32 more added
- Sold out
- 10
- 27 more reduced
Compare with Q2 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 | $194.5M |
| Q1 2026 | 95 | $196.6M |
| Q4 2025 | 97 | $207.3M |
| Q3 2025 | 88 | $223.5M |
| Q2 2025 | 91 | $223.7M |
| Q1 2025 | 95 | $215.7M |
| Q4 2024 | 94 | $212.2M |
| Q3 2024 | 95 | $221.6M |
| Q2 2024 | 93 | $220.8M |
| Q1 2024 | 91 | $340.9M |
| Q4 2023 | 98 | $273.8M |
| Q3 2023 | 87 | $208.4M |
| Q2 2023 | 83 | $226.8M |
| Q1 2023 | 90 | $234.0M |
| Q4 2022 | 91 | $239.5M |
| Q3 2022 | 95 | $228.8M |
| Q2 2022 | 92 | $257.7M |
| Q1 2022 | 89 | $320.3M |
| Q4 2021 | 89 | $344.1M |
| Q3 2021 | 87 | $340.6M |
| Q2 2021 | 91 | $348.9M |
| Q1 2021 | 90 | $327.6M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,407,103 | $65.8M | 0.00% | +22,240+0.3% | Added |
| Rivernorth Capital Management, LLC | 1,699,467 | $15.1M | 0.86% | −249,752−12.8% | Reduced |
| Wells Fargo & Company | 1,473,458 | $13.1M | 0.00% | −17,872−1.2% | Reduced |
| 1607 Capital Partners, LLC | 1,448,290 | $12.9M | 0.97% | −509,600−26.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,178,818 | $10.5M | 0.02% | −640,835−35.2% | Reduced |
| Invesco Ltd. | 1,024,485 | $9.11M | 0.00% | +29,537+3.0% | Added |
| PenderFund Capital Management Ltd. | 1,006,697 | $8.95M | 1.51% | +10,900+1.1% | Added |
| Guggenheim Capital LLC | 918,572 | $8.17M | 0.06% | +73,115+8.6% | Added |
| Private Advisor Group, LLC | 880,166 | $7.82M | 0.04% | +73,076+9.1% | Added |
| Bank of America Corp | 772,270 | $6.87M | 0.00% | +59,211+8.3% | Added |
| LPL Financial LLC | 728,492 | $6.48M | 0.00% | +649,818+826.0% | Added |
| Baird Financial Group, Inc. | 535,798 | $4.76M | 0.01% | +1,912+0.4% | Added |
| HighTower Advisors, LLC | 494,445 | $4.40M | 0.00% | −3,088−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 462,748 | $4.11M | 0.04% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 326,674 | $2.90M | 0.56% | +81,277+33.1% | Added |
| Wakefield Asset Management LLLP | 309,501 | $2.75M | 0.75% | +8,563+2.8% | Added |
| First Trust Advisors LP | 294,885 | $2.62M | 0.00% | +91,709+45.1% | Added |
| Advisor Group Holdings, Inc. | 278,086 | $2.48M | 0.00% | +4,900+1.8% | Added |
| Fiera Capital Corp | 264,383 | $2.35M | 0.01% | +6,683+2.6% | Added |
| Stifel Financial Corp | 263,673 | $2.34M | 0.00% | +2,930+1.1% | Added |
| Matisse Capital | 230,000 | $2.04M | 0.92% | 00.0% | Unchanged |
| Atala Financial Inc | 214,693 | $1.91M | 1.19% | 00.0% | Unchanged |
| Raymond James Financial Inc | 185,363 | $1.65M | 0.00% | +944+0.5% | Added |
| TrueMark Investments, LLC | 176,516 | $1.57M | 0.27% | +176,516 | New |
| Sit Investment Associates Inc | 159,581 | $1.42M | 0.03% | −6,668−4.0% | Reduced |
| NWF Advisory Services Inc. | 156,250 | $1.39M | 0.15% | −500−0.3% | Reduced |
| Ionic Capital Management LLC | 156,240 | $1.39M | 1.55% | +11,500+7.9% | Added |
| Roberts Glore & Co Inc | 148,420 | $1.32M | 0.36% | −718−0.5% | Reduced |
| Grace & White Inc | 122,369 | $1.09M | 0.19% | −2,251−1.8% | Reduced |
| Cutler Capital Management, LLC | 103,892 | $923.6K | 0.30% | +2,400+2.4% | Added |
| Janney Montgomery Scott LLC | 103,433 | $920.0K | 0.00% | −1,840−1.7% | Reduced |
| Saba Capital Management, L.P. | 100,000 | $889.0K | 0.03% | +100,000 | New |
| Royal Bank of Canada | 96,018 | $854.0K | 0.00% | −90,194−48.4% | Reduced |
| Riverbridge Partners LLC | 91,407 | $812.6K | 0.01% | −45,913−33.4% | Reduced |
| UBS Group AG | 91,386 | $812.4K | 0.00% | −89,491−49.5% | Reduced |
| Dynamic Advisor Solutions LLC | 89,646 | $797.0K | 0.02% | +14,578+19.4% | Added |
| Stansberry Asset Management, LLC | 86,419 | $768.3K | 0.08% | +3,092+3.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 76,906 | $683.7K | 0.02% | −10,758−12.3% | Reduced |
| Cetera Investment Advisers | 75,174 | $668.3K | 0.00% | +17,560+30.5% | Added |
| Twin Focus Capital Partners, LLC | 71,963 | $639.8K | 0.08% | +4,500+6.7% | Added |
| Oppenheimer & Co Inc | 70,650 | $628.1K | 0.01% | +4,750+7.2% | Added |
| Robinson Capital Management, LLC | 68,740 | $611.1K | 0.44% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 56,494 | $502.2K | 0.00% | +3,629+6.9% | Added |
| Hollencrest Capital Management | 53,842 | $478.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 50,247 | $446.7K | 0.00% | −906−1.8% | Reduced |
| HBW Advisory Services LLC | 50,063 | $445.1K | 0.05% | +35,965+255.1% | Added |
| Concorde Asset Management, LLC | 47,550 | $423.2K | 0.18% | +47,550 | New |
| Summit Financial, LLC | 43,072 | $382.9K | 0.01% | +43,072 | New |
| Uhlmann Price Securities, LLC | 35,285 | $313.7K | 0.19% | +3,104+9.6% | Added |
| BlackDiamond Wealth Management Inc. | 29,843 | $265.3K | 0.14% | −441−1.5% | Reduced |
| Mariner, LLC | 23,115 | $205.5K | 0.00% | +90.0% | Added |
| Traub Capital Management LLC | 21,612 | $192.1K | 0.19% | −47,799−68.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,760 | $184.6K | 0.02% | −691−3.2% | Reduced |
| Merit Financial Group, LLC | 19,667 | $174.8K | 0.00% | −130−0.7% | Reduced |
| MML Investors Services, LLC | 19,656 | $174.7K | 0.00% | +350+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 18,305 | $162.7K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 17,018 | $151.3K | 0.01% | +159+0.9% | Added |
| Accredited Investor Services, LLC | 17,005 | $151.2K | 0.10% | −1,618−8.7% | Reduced |
| Sowell Financial Services LLC | 16,966 | $150.8K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 16,126 | $143.4K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,792 | $140.0K | 0.00% | +15,792 | New |
| Nations Financial Group Inc, | 14,360 | $127.7K | 0.01% | +185+1.3% | Added |
| DKM Wealth Management, Inc. | 12,000 | $106.7K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,348 | $100.9K | 0.01% | −720−6.0% | Reduced |
| Mezzasalma Advisors, LLC | 11,326 | $100.7K | 0.03% | +237+2.1% | Added |
| Jane Street Group, LLC | 10,949 | $97.3K | 0.00% | −11,898−52.1% | Reduced |
| Hara Capital LLC | 9,174 | $81.6K | 0.05% | −1,600−14.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,816 | $69.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,680 | $68.3K | 0.00% | +7,680 | New |
| US Bancorp | 6,746 | $60.0K | 0.00% | −2,251−25.0% | Reduced |
| Turim 21 Investimentos Ltda. | 5,674 | $50.4K | 0.02% | +5,674 | New |
| WPG Advisers, LLC | 5,502 | $48.9K | 0.04% | −7−0.1% | Reduced |
| North Star Investment Management Corp. | 5,051 | $44.9K | 0.00% | +60+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,190 | $19.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,926 | $17.1K | 0.00% | +40+2.1% | Added |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.87K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.32K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $2.67K | 0.00% | −850−73.9% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $747 | 0.00% | −12,982−99.4% | Reduced |
| BFSG, LLC | 75 | $667 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $41 | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 0 | $0 | 0.00% | −73,133−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −56,153−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −43,816−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −12,377−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |