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, Q4 2025
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Dec 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
- 97
- +10 vs. Q3 2025
- Shares held
- 24.1M
- −988.8K (−3.9%) vs. Q3 2025
- Total value
- $207.3M
- −$16.0M (−7.2%) vs. Q3 2025
- New holders
- 16
- 31 more added
- Sold out
- 6
- 32 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,238,089 | $62.2M | 0.00% | −169,014−2.3% | Reduced |
| Wells Fargo & Company | 1,416,935 | $12.2M | 0.00% | −56,523−3.8% | Reduced |
| 1607 Capital Partners, LLC | 1,192,990 | $10.2M | 0.70% | −255,300−17.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,128,954 | $9.70M | 0.46% | −570,513−33.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9.24M | 0.01% | −103,550−8.8% | Reduced |
| PenderFund Capital Management Ltd. | 1,015,397 | $8.72M | 1.37% | +8,700+0.9% | Added |
| Private Advisor Group, LLC | 974,328 | $8.37M | 0.04% | +94,162+10.7% | Added |
| Invesco Ltd. | 929,727 | $7.99M | 0.00% | −94,758−9.2% | Reduced |
| Guggenheim Capital LLC | 912,543 | $7.84M | 0.06% | −6,029−0.7% | Reduced |
| Bank of America Corp | 751,632 | $6.46M | 0.00% | −20,638−2.7% | Reduced |
| LPL Financial LLC | 738,455 | $6.34M | 0.00% | +9,963+1.4% | Added |
| Baird Financial Group, Inc. | 556,268 | $4.78M | 0.01% | +20,470+3.8% | Added |
| HighTower Advisors, LLC | 491,551 | $4.22M | 0.00% | −2,894−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 462,748 | $3.98M | 0.03% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 424,577 | $3.65M | 0.12% | +324,577+324.6% | Added |
| First Trust Advisors LP | 321,997 | $2.77M | 0.00% | +27,112+9.2% | Added |
| Advisor Group Holdings, Inc. | 286,152 | $2.46M | 0.00% | +8,066+2.9% | Added |
| Stifel Financial Corp | 267,636 | $2.30M | 0.00% | +3,963+1.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 238,911 | $2.05M | 0.37% | −87,763−26.9% | Reduced |
| Riverbridge Partners LLC | 235,630 | $2.02M | 0.04% | +144,223+157.8% | Added |
| Matisse Capital | 230,000 | $1.98M | 0.88% | 00.0% | Unchanged |
| Raymond James Financial Inc | 188,032 | $1.62M | 0.00% | +2,669+1.4% | Added |
| Atala Financial Inc | 187,584 | $1.61M | 1.03% | −27,109−12.6% | Reduced |
| TrueMark Investments, LLC | 180,960 | $1.55M | 0.30% | +4,444+2.5% | Added |
| Ionic Capital Management LLC | 170,464 | $1.46M | 1.45% | +14,224+9.1% | Added |
| NWF Advisory Services Inc. | 151,650 | $1.30M | 0.14% | −4,600−2.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 138,451 | $1.19M | 0.70% | +138,451 | New |
| Roberts Glore & Co Inc | 137,954 | $1.19M | 0.32% | −10,466−7.1% | Reduced |
| Summit Financial, LLC | 121,444 | $1.04M | 0.02% | +78,372+182.0% | Added |
| Janney Montgomery Scott LLC | 106,945 | $919.0K | 0.00% | +3,512+3.4% | Added |
| Wakefield Asset Management LLLP | 105,428 | $905.6K | 0.25% | −204,073−65.9% | Reduced |
| Cutler Capital Management, LLC | 103,892 | $892.4K | 0.27% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 101,624 | $872.9K | 0.03% | +11,978+13.4% | Added |
| Grace & White Inc | 97,961 | $841.5K | 0.15% | −24,408−19.9% | Reduced |
| UBS Group AG | 92,017 | $790.4K | 0.00% | +631+0.7% | Added |
| Royal Bank of Canada | 86,400 | $742.0K | 0.00% | −9,618−10.0% | Reduced |
| Oppenheimer & Co Inc | 83,600 | $718.1K | 0.01% | +12,950+18.3% | Added |
| Twin Focus Capital Partners, LLC | 83,413 | $716.5K | 0.08% | +11,450+15.9% | Added |
| Readystate Asset Management LP | 80,982 | $695.6K | 0.03% | +80,982 | New |
| HBW Advisory Services LLC | 72,118 | $619.5K | 0.07% | +22,055+44.1% | Added |
| Cetera Investment Advisers | 71,670 | $615.6K | 0.00% | −3,504−4.7% | Reduced |
| Robinson Capital Management, LLC | 68,910 | $591.9K | 0.25% | +170+0.2% | Added |
| Envestnet Asset Management Inc | 56,118 | $482.1K | 0.00% | −376−0.7% | Reduced |
| Concorde Asset Management, LLC | 55,250 | $474.6K | 0.19% | +7,700+16.2% | Added |
| Comerica Bank | 52,810 | $453.6K | 0.00% | +2,563+5.1% | Added |
| Sit Investment Associates Inc | 50,481 | $434.0K | 0.01% | −109,100−68.4% | Reduced |
| Jane Street Group, LLC | 49,321 | $423.7K | 0.00% | +38,372+350.5% | Added |
| Uhlmann Price Securities, LLC | 34,917 | $299.9K | 0.18% | −368−1.0% | Reduced |
| Hollencrest Capital Management | 34,406 | $295.5K | 0.01% | −19,436−36.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 30,624 | $265.2K | 0.13% | +781+2.6% | Added |
| Wolverine Asset Management LLC | 27,991 | $240.4K | 0.00% | +27,991 | New |
| Fiera Capital Corp | 26,897 | $231.0K | 0.00% | −237,486−89.8% | Reduced |
| Global Retirement Partners, LLC | 26,639 | $228.8K | 0.00% | +26,639 | New |
| Mariner, LLC | 23,477 | $201.7K | 0.00% | +362+1.6% | Added |
| Landscape Capital Management, L.L.C. | 21,542 | $185.0K | 0.01% | +21,542 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,917 | $179.7K | 0.02% | +157+0.8% | Added |
| Merit Financial Group, LLC | 18,854 | $162.0K | 0.00% | −813−4.1% | Reduced |
| MML Investors Services, LLC | 18,618 | $159.9K | 0.00% | −1,038−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,305 | $157.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 18,365 | $157.0K | 0.00% | +18,365 | New |
| Citadel Advisors LLC | 17,819 | $153.1K | 0.00% | +17,819 | New |
| Verus Capital Partners, LLC | 17,210 | $147.8K | 0.01% | +192+1.1% | Added |
| Sowell Financial Services LLC | 16,633 | $142.9K | 0.01% | −333−2.0% | Reduced |
| Accredited Investor Services, LLC | 16,259 | $139.7K | 0.09% | −746−4.4% | Reduced |
| PFG Investments, LLC | 15,339 | $131.8K | 0.01% | +15,339 | New |
| Nations Financial Group Inc, | 14,829 | $127.4K | 0.01% | +469+3.3% | Added |
| Park Avenue Securities LLC | 14,221 | $122.0K | 0.00% | −1,571−9.9% | Reduced |
| DKM Wealth Management, Inc. | 12,000 | $103.1K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,722 | $100.7K | 0.00% | +11,722 | New |
| Mezzasalma Advisors, LLC | 11,570 | $99.3K | 0.02% | +244+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,950 | $94.1K | 0.01% | −398−3.5% | Reduced |
| Two Sigma Securities, LLC | 10,864 | $93.3K | 0.01% | +10,864 | New |
| Kestra Advisory Services, LLC | 7,424 | $63.8K | 0.00% | +7,424 | New |
| Blue Bell Private Wealth Management, LLC | 6,924 | $59.5K | 0.01% | −892−11.4% | Reduced |
| Hara Capital LLC | 6,774 | $58.2K | 0.03% | −2,400−26.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,545 | $56.2K | 0.00% | +6,545 | New |
| WPG Advisers, LLC | 5,261 | $45.2K | 0.03% | −241−4.4% | Reduced |
| North Star Investment Management Corp. | 5,112 | $43.9K | 0.00% | +61+1.2% | Added |
| Turim 21 Investimentos Ltda. | 5,030 | $43.2K | 0.02% | −644−11.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,364 | $20.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,968 | $16.9K | 0.00% | +42+2.2% | Added |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 708 | $6.08K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 582 | $5.00K | 0.00% | +582 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $2.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.15K | 0.00% | +250 | New |
| Atlantic Union Bankshares Corp | 200 | $1.72K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 117 | $1.00K | 0.00% | +117 | New |
| Flagship Harbor Advisors, LLC | 100 | $859 | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 84 | $722 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $645 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $41 | 0.00% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −86,419−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −76,906−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −21,612−100.0% | Sold out |