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, 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
- −305.9K (−1.2%) vs. Q2 2025
- Total value
- $223.5M
- +$599.8K (+0.3%) vs. Q2 2025
- New holders
- 7
- 33 more added
- Sold out
- 10
- 26 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 | $194.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 5 | $41 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $667 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $747 | 0.00% | −12,982−99.4% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $2.67K | 0.00% | −850−73.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.32K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,926 | $17.1K | 0.00% | +40+2.1% | Added |
| Tortoise Investment Management, LLC | 2,190 | $19.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,051 | $44.9K | 0.00% | +60+1.2% | Added |
| WPG Advisers, LLC | 5,502 | $48.9K | 0.04% | −7−0.1% | Reduced |
| Turim 21 Investimentos Ltda. | 5,674 | $50.4K | 0.02% | +5,674 | New |
| US Bancorp | 6,746 | $60.0K | 0.00% | −2,251−25.0% | Reduced |
| Advisory Services Network, LLC | 7,680 | $68.3K | 0.00% | +7,680 | New |
| Blue Bell Private Wealth Management, LLC | 7,816 | $69.5K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 9,174 | $81.6K | 0.05% | −1,600−14.9% | Reduced |
| Jane Street Group, LLC | 10,949 | $97.3K | 0.00% | −11,898−52.1% | Reduced |
| Mezzasalma Advisors, LLC | 11,326 | $100.7K | 0.03% | +237+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,348 | $100.9K | 0.01% | −720−6.0% | Reduced |
| DKM Wealth Management, Inc. | 12,000 | $106.7K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,360 | $127.7K | 0.01% | +185+1.3% | Added |
| Park Avenue Securities LLC | 15,792 | $140.0K | 0.00% | +15,792 | New |
| Gries Financial LLC | 16,126 | $143.4K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 16,966 | $150.8K | 0.01% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 17,005 | $151.2K | 0.10% | −1,618−8.7% | Reduced |
| Verus Capital Partners, LLC | 17,018 | $151.3K | 0.01% | +159+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 18,305 | $162.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,656 | $174.7K | 0.00% | +350+1.8% | Added |
| Merit Financial Group, LLC | 19,667 | $174.8K | 0.00% | −130−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,760 | $184.6K | 0.02% | −691−3.2% | Reduced |
| Traub Capital Management LLC | 21,612 | $192.1K | 0.19% | −47,799−68.9% | Reduced |
| Mariner, LLC | 23,115 | $205.5K | 0.00% | +90.0% | Added |
| BlackDiamond Wealth Management Inc. | 29,843 | $265.3K | 0.14% | −441−1.5% | Reduced |
| Uhlmann Price Securities, LLC | 35,285 | $313.7K | 0.19% | +3,104+9.6% | Added |
| Summit Financial, LLC | 43,072 | $382.9K | 0.01% | +43,072 | New |
| Concorde Asset Management, LLC | 47,550 | $423.2K | 0.18% | +47,550 | New |
| HBW Advisory Services LLC | 50,063 | $445.1K | 0.05% | +35,965+255.1% | Added |
| Comerica Bank | 50,247 | $446.7K | 0.00% | −906−1.8% | Reduced |
| Hollencrest Capital Management | 53,842 | $478.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 56,494 | $502.2K | 0.00% | +3,629+6.9% | Added |
| Robinson Capital Management, LLC | 68,740 | $611.1K | 0.44% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 70,650 | $628.1K | 0.01% | +4,750+7.2% | Added |
| Twin Focus Capital Partners, LLC | 71,963 | $639.8K | 0.08% | +4,500+6.7% | Added |
| Cetera Investment Advisers | 75,174 | $668.3K | 0.00% | +17,560+30.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 76,906 | $683.7K | 0.02% | −10,758−12.3% | Reduced |
| Stansberry Asset Management, LLC | 86,419 | $768.3K | 0.08% | +3,092+3.7% | Added |
| Dynamic Advisor Solutions LLC | 89,646 | $797.0K | 0.02% | +14,578+19.4% | Added |
| UBS Group AG | 91,386 | $812.4K | 0.00% | −89,491−49.5% | Reduced |
| Riverbridge Partners LLC | 91,407 | $812.6K | 0.01% | −45,913−33.4% | Reduced |
| Royal Bank of Canada | 96,018 | $854.0K | 0.00% | +2,912+3.1% | Added |
| Saba Capital Management, L.P. | 100,000 | $889.0K | 0.03% | +100,000 | New |
| Janney Montgomery Scott LLC | 103,433 | $920.0K | 0.00% | −1,840−1.7% | Reduced |
| Cutler Capital Management, LLC | 103,892 | $923.6K | 0.30% | +2,400+2.4% | Added |
| Grace & White Inc | 122,369 | $1.09M | 0.19% | −2,251−1.8% | Reduced |
| Roberts Glore & Co Inc | 148,420 | $1.32M | 0.36% | −718−0.5% | Reduced |
| Ionic Capital Management LLC | 156,240 | $1.39M | 1.55% | +11,500+7.9% | Added |
| NWF Advisory Services Inc. | 156,250 | $1.39M | 0.15% | −500−0.3% | Reduced |
| Sit Investment Associates Inc | 159,581 | $1.42M | 0.03% | −6,668−4.0% | Reduced |
| TrueMark Investments, LLC | 176,516 | $1.57M | 0.27% | +176,516 | New |
| Raymond James Financial Inc | 185,363 | $1.65M | 0.00% | +944+0.5% | Added |
| Atala Financial Inc | 214,693 | $1.91M | 1.21% | 00.0% | Unchanged |
| Matisse Capital | 230,000 | $2.04M | 0.92% | 00.0% | Unchanged |
| Stifel Financial Corp | 263,673 | $2.34M | 0.00% | +2,930+1.1% | Added |
| Fiera Capital Corp | 264,383 | $2.35M | 0.01% | +6,683+2.6% | Added |
| Advisor Group Holdings, Inc. | 278,086 | $2.48M | 0.00% | +4,900+1.8% | Added |
| First Trust Advisors LP | 294,885 | $2.62M | 0.00% | +91,709+45.1% | Added |
| Wakefield Asset Management LLLP | 309,501 | $2.75M | 0.75% | +8,563+2.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 326,674 | $2.90M | 0.56% | +81,277+33.1% | Added |
| Capstone Investment Advisors, LLC | 462,748 | $4.11M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 494,445 | $4.40M | 0.00% | −3,088−0.6% | Reduced |
| Baird Financial Group, Inc. | 535,798 | $4.76M | 0.01% | +1,912+0.4% | Added |
| LPL Financial LLC | 728,492 | $6.48M | 0.00% | +649,818+826.0% | Added |
| Bank of America Corp | 772,270 | $6.87M | 0.00% | +59,211+8.3% | Added |
| Private Advisor Group, LLC | 880,166 | $7.82M | 0.04% | +73,076+9.1% | Added |
| Guggenheim Capital LLC | 918,572 | $8.17M | 0.06% | +73,115+8.6% | Added |
| PenderFund Capital Management Ltd. | 1,006,697 | $8.95M | 1.51% | +10,900+1.1% | Added |
| Invesco Ltd. | 1,024,485 | $9.11M | 0.00% | +29,537+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,178,818 | $10.5M | 0.02% | −640,835−35.2% | Reduced |
| 1607 Capital Partners, LLC | 1,448,290 | $12.9M | 0.97% | −509,600−26.0% | Reduced |
| Wells Fargo & Company | 1,473,458 | $13.1M | 0.00% | −17,872−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 1,699,467 | $15.1M | 0.86% | −249,752−12.8% | Reduced |
| Morgan Stanley | 7,407,103 | $65.8M | 0.00% | +22,240+0.3% | Added |
| 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 |