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, 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 | $194.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 5 | $41 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $645 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $722 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $859 | 0.00% | +100 | New |
| McGuire Capital Advisors Inc | 117 | $1.00K | 0.00% | +117 | New |
| Atlantic Union Bankshares Corp | 200 | $1.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.15K | 0.00% | +250 | New |
| Allworth Financial LP | 300 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.29K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 582 | $5.00K | 0.00% | +582 | New |
| Key Financial Inc | 708 | $6.08K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.59K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,670 | $14.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,968 | $16.9K | 0.00% | +42+2.2% | Added |
| Gables Capital Management Inc. | 2,364 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 5,030 | $43.2K | 0.02% | −644−11.4% | Reduced |
| North Star Investment Management Corp. | 5,112 | $43.9K | 0.00% | +61+1.2% | Added |
| WPG Advisers, LLC | 5,261 | $45.2K | 0.03% | −241−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,545 | $56.2K | 0.00% | +6,545 | New |
| Hara Capital LLC | 6,774 | $58.2K | 0.03% | −2,400−26.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6,924 | $59.5K | 0.01% | −892−11.4% | Reduced |
| Kestra Advisory Services, LLC | 7,424 | $63.8K | 0.00% | +7,424 | New |
| Two Sigma Securities, LLC | 10,864 | $93.3K | 0.01% | +10,864 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,950 | $94.1K | 0.01% | −398−3.5% | Reduced |
| Mezzasalma Advisors, LLC | 11,570 | $99.3K | 0.02% | +244+2.2% | Added |
| XTX Topco Ltd | 11,722 | $100.7K | 0.00% | +11,722 | New |
| DKM Wealth Management, Inc. | 12,000 | $103.1K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,221 | $122.0K | 0.00% | −1,571−9.9% | Reduced |
| Nations Financial Group Inc, | 14,829 | $127.4K | 0.01% | +469+3.3% | Added |
| PFG Investments, LLC | 15,339 | $131.8K | 0.01% | +15,339 | New |
| Accredited Investor Services, LLC | 16,259 | $139.7K | 0.09% | −746−4.4% | Reduced |
| Sowell Financial Services LLC | 16,633 | $142.9K | 0.01% | −333−2.0% | Reduced |
| Verus Capital Partners, LLC | 17,210 | $147.8K | 0.01% | +192+1.1% | Added |
| Citadel Advisors LLC | 17,819 | $153.1K | 0.00% | +17,819 | New |
| HRT Financial LP | 18,365 | $157.0K | 0.00% | +18,365 | New |
| Steward Partners Investment Advisory, LLC | 18,305 | $157.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,618 | $159.9K | 0.00% | −1,038−5.3% | Reduced |
| Merit Financial Group, LLC | 18,854 | $162.0K | 0.00% | −813−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,917 | $179.7K | 0.02% | +157+0.8% | Added |
| Landscape Capital Management, L.L.C. | 21,542 | $185.0K | 0.01% | +21,542 | New |
| Mariner, LLC | 23,477 | $201.7K | 0.00% | +362+1.6% | Added |
| Global Retirement Partners, LLC | 26,639 | $228.8K | 0.00% | +26,639 | New |
| Fiera Capital Corp | 26,897 | $231.0K | 0.00% | −237,486−89.8% | Reduced |
| Wolverine Asset Management LLC | 27,991 | $240.4K | 0.00% | +27,991 | New |
| BlackDiamond Wealth Management Inc. | 30,624 | $265.2K | 0.13% | +781+2.6% | Added |
| Hollencrest Capital Management | 34,406 | $295.5K | 0.01% | −19,436−36.1% | Reduced |
| Uhlmann Price Securities, LLC | 34,917 | $299.9K | 0.18% | −368−1.0% | Reduced |
| Jane Street Group, LLC | 49,321 | $423.7K | 0.00% | +38,372+350.5% | Added |
| Sit Investment Associates Inc | 50,481 | $434.0K | 0.01% | −109,100−68.4% | Reduced |
| Comerica Bank | 52,810 | $453.6K | 0.00% | +2,563+5.1% | Added |
| Concorde Asset Management, LLC | 55,250 | $474.6K | 0.19% | +7,700+16.2% | Added |
| Envestnet Asset Management Inc | 56,118 | $482.1K | 0.00% | −376−0.7% | Reduced |
| Robinson Capital Management, LLC | 68,910 | $591.9K | 0.25% | +170+0.2% | Added |
| Cetera Investment Advisers | 71,670 | $615.6K | 0.00% | −3,504−4.7% | Reduced |
| HBW Advisory Services LLC | 72,118 | $619.5K | 0.07% | +22,055+44.1% | Added |
| Readystate Asset Management LP | 80,982 | $695.6K | 0.03% | +80,982 | New |
| Twin Focus Capital Partners, LLC | 83,413 | $716.5K | 0.08% | +11,450+15.9% | Added |
| Oppenheimer & Co Inc | 83,600 | $718.1K | 0.01% | +12,950+18.3% | Added |
| Royal Bank of Canada | 86,400 | $742.0K | 0.00% | −9,618−10.0% | Reduced |
| UBS Group AG | 92,017 | $790.4K | 0.00% | +631+0.7% | Added |
| Grace & White Inc | 97,961 | $841.5K | 0.15% | −24,408−19.9% | Reduced |
| Dynamic Advisor Solutions LLC | 101,624 | $872.9K | 0.03% | +11,978+13.4% | Added |
| Cutler Capital Management, LLC | 103,892 | $892.4K | 0.27% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 105,428 | $905.6K | 0.25% | −204,073−65.9% | Reduced |
| Janney Montgomery Scott LLC | 106,945 | $919.0K | 0.00% | +3,512+3.4% | Added |
| Summit Financial, LLC | 121,444 | $1.04M | 0.02% | +78,372+182.0% | Added |
| Roberts Glore & Co Inc | 137,954 | $1.19M | 0.32% | −10,466−7.1% | Reduced |
| Closed-End Fund Advisors, Inc. | 138,451 | $1.19M | 0.70% | +138,451 | New |
| NWF Advisory Services Inc. | 151,650 | $1.30M | 0.14% | −4,600−2.9% | Reduced |
| Ionic Capital Management LLC | 170,464 | $1.46M | 1.45% | +14,224+9.1% | Added |
| TrueMark Investments, LLC | 180,960 | $1.55M | 0.30% | +4,444+2.5% | Added |
| Atala Financial Inc | 187,584 | $1.61M | 1.04% | −27,109−12.6% | Reduced |
| Raymond James Financial Inc | 188,032 | $1.62M | 0.00% | +2,669+1.4% | Added |
| Matisse Capital | 230,000 | $1.98M | 0.88% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 235,630 | $2.02M | 0.04% | +144,223+157.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 238,911 | $2.05M | 0.37% | −87,763−26.9% | Reduced |
| Stifel Financial Corp | 267,636 | $2.30M | 0.00% | +3,963+1.5% | Added |
| Advisor Group Holdings, Inc. | 286,152 | $2.46M | 0.00% | +8,066+2.9% | Added |
| First Trust Advisors LP | 321,997 | $2.77M | 0.00% | +27,112+9.2% | Added |
| Saba Capital Management, L.P. | 424,577 | $3.65M | 0.12% | +324,577+324.6% | Added |
| Capstone Investment Advisors, LLC | 462,748 | $3.98M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 491,551 | $4.22M | 0.00% | −2,894−0.6% | Reduced |
| Baird Financial Group, Inc. | 556,268 | $4.78M | 0.01% | +20,470+3.8% | Added |
| LPL Financial LLC | 738,455 | $6.34M | 0.00% | +9,963+1.4% | Added |
| Bank of America Corp | 751,632 | $6.46M | 0.00% | −20,638−2.7% | Reduced |
| Guggenheim Capital LLC | 912,543 | $7.84M | 0.06% | −6,029−0.7% | Reduced |
| Invesco Ltd. | 929,727 | $7.99M | 0.00% | −94,758−9.2% | Reduced |
| Private Advisor Group, LLC | 974,328 | $8.37M | 0.04% | +94,162+10.7% | Added |
| PenderFund Capital Management Ltd. | 1,015,397 | $8.72M | 1.37% | +8,700+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9.24M | 0.01% | −103,550−8.8% | Reduced |
| Rivernorth Capital Management, LLC | 1,128,954 | $9.70M | 0.46% | −570,513−33.6% | Reduced |
| 1607 Capital Partners, LLC | 1,192,990 | $10.2M | 0.70% | −255,300−17.6% | Reduced |
| Wells Fargo & Company | 1,416,935 | $12.2M | 0.00% | −56,523−3.8% | Reduced |
| Morgan Stanley | 7,238,089 | $62.2M | 0.00% | −169,014−2.3% | Reduced |
| 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 |