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, Q1 2026
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Mar 31, 2026. 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
- 95
- 0 vs. Q4 2025
- Shares held
- 23.2M
- −817.0K (−3.4%) vs. Q4 2025
- Total value
- $196.6M
- −$10.0M (−4.9%) vs. Q4 2025
- New holders
- 13
- 29 more added
- Sold out
- 13
- 28 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 21 | $177 | 0.00% | +16+320.0% | Added |
| McGuire Capital Advisors Inc | 43 | $364 | 0.00% | −74−63.2% | Reduced |
| BFSG, LLC | 75 | $635 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $4.23K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 632 | $5.35K | 0.00% | +632 | New |
| Key Financial Inc | 708 | $5.99K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $11.0K | 0.00% | +1,000+333.3% | Added |
| MAI Capital Management | 1,670 | $14.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,737 | $14.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,887 | $16.0K | 0.00% | +1,887 | New |
| GWM Advisors LLC | 2,011 | $17.0K | 0.00% | +43+2.2% | Added |
| Gables Capital Management Inc. | 2,364 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,500 | $38.1K | 0.00% | +4,500 | New |
| North Star Investment Management Corp. | 5,176 | $43.8K | 0.00% | +64+1.3% | Added |
| WPG Advisers, LLC | 5,696 | $48.2K | 0.04% | +435+8.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6,546 | $55.4K | 0.02% | +6,546 | New |
| Hara Capital LLC | 6,774 | $57.3K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,924 | $58.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,418 | $71.2K | 0.00% | +8,418 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,118 | $77.1K | 0.01% | −1,832−16.7% | Reduced |
| Citadel Advisors LLC | 10,303 | $87.2K | 0.00% | −7,516−42.2% | Reduced |
| Commerce Advisors, LLC | 11,000 | $93.1K | 0.08% | +11,000 | New |
| Fiera Capital Corp | 11,218 | $94.9K | 0.00% | −15,679−58.3% | Reduced |
| Integrity Advisory Solutions, LLC | 11,356 | $96.1K | 0.01% | +11,356 | New |
| Mezzasalma Advisors, LLC | 11,825 | $100.0K | 0.03% | +255+2.2% | Added |
| DKM Wealth Management, Inc. | 12,000 | $101.5K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 12,566 | $106.3K | 0.01% | −2,263−15.3% | Reduced |
| Park Avenue Securities LLC | 13,604 | $115.0K | 0.00% | −617−4.3% | Reduced |
| MML Investors Services, LLC | 13,753 | $116.3K | 0.00% | −4,865−26.1% | Reduced |
| Accredited Investor Services, LLC | 14,317 | $121.1K | 0.08% | −1,942−11.9% | Reduced |
| Susquehanna International Group, LLP | 14,782 | $125.1K | 0.00% | +14,782 | New |
| Verus Capital Partners, LLC | 15,381 | $130.1K | 0.01% | −1,829−10.6% | Reduced |
| Sowell Financial Services LLC | 16,633 | $140.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,305 | $154.9K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,617 | $157.5K | 0.00% | −237−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,219 | $179.5K | 0.02% | +302+1.4% | Added |
| Mariner, LLC | 22,147 | $185.2K | 0.00% | −1,330−5.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 26,066 | $220.5K | 0.11% | −4,558−14.9% | Reduced |
| Hollencrest Capital Management | 34,406 | $291.1K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 35,680 | $301.9K | 0.02% | +763+2.2% | Added |
| Wolverine Asset Management LLC | 42,123 | $356.4K | 0.01% | +14,132+50.5% | Added |
| Jane Street Group, LLC | 50,470 | $427.0K | 0.00% | +1,149+2.3% | Added |
| Fifth Third Bancorp | 52,519 | $444.3K | 0.00% | +52,519 | New |
| PVG Asset Management Corp | 54,458 | $461.3K | 0.27% | +54,458 | New |
| Envestnet Asset Management Inc | 56,638 | $479.2K | 0.00% | +520+0.9% | Added |
| UBS Group AG | 65,420 | $553.5K | 0.00% | −26,597−28.9% | Reduced |
| Quantinno Capital Management LP | 66,332 | $561.2K | 0.00% | +66,332 | New |
| Royal Bank of Canada | 68,025 | $575.0K | 0.00% | −18,375−21.3% | Reduced |
| Concorde Asset Management, LLC | 68,050 | $575.7K | 0.28% | +12,800+23.2% | Added |
| Cetera Investment Advisers | 68,447 | $579.1K | 0.00% | −3,223−4.5% | Reduced |
| Robinson Capital Management, LLC | 68,910 | $589.9K | 0.26% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 72,553 | $613.8K | 0.06% | +435+0.6% | Added |
| Twin Focus Capital Partners, LLC | 83,413 | $705.7K | 0.08% | 00.0% | Unchanged |
| PFG Investments, LLC | 84,342 | $713.5K | 0.03% | +69,003+449.9% | Added |
| CI Private Wealth, LLC | 85,587 | $724.1K | 0.00% | +85,587 | New |
| Oppenheimer & Co Inc | 85,800 | $725.9K | 0.01% | +2,200+2.6% | Added |
| Janney Montgomery Scott LLC | 95,163 | $805.0K | 0.00% | −11,782−11.0% | Reduced |
| GatePass Capital, LLC | 97,200 | $822.3K | 0.40% | +97,200 | New |
| Grace & White Inc | 97,961 | $828.8K | 0.15% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 106,092 | $897.5K | 0.25% | +2,200+2.1% | Added |
| Dynamic Advisor Solutions LLC | 108,361 | $916.7K | 0.03% | +6,737+6.6% | Added |
| Wakefield Asset Management LLLP | 118,814 | $1.01M | 0.27% | +13,386+12.7% | Added |
| Roberts Glore & Co Inc | 123,251 | $1.04M | 0.29% | −14,703−10.7% | Reduced |
| Saba Capital Management, L.P. | 140,585 | $1.19M | 0.04% | −283,992−66.9% | Reduced |
| Summit Financial, LLC | 140,832 | $1.19M | 0.02% | +19,388+16.0% | Added |
| Closed-End Fund Advisors, Inc. | 156,351 | $1.32M | 1.35% | +17,900+12.9% | Added |
| NWF Advisory Services Inc. | 156,450 | $1.32M | 0.15% | +4,800+3.2% | Added |
| Ionic Capital Management LLC | 170,464 | $1.44M | 1.21% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 190,656 | $1.61M | 0.31% | +9,696+5.4% | Added |
| Atala Financial Inc | 192,584 | $1.63M | 1.10% | +5,000+2.7% | Added |
| Matisse Capital | 230,000 | $1.95M | 0.83% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 244,874 | $2.07M | 0.05% | +9,244+3.9% | Added |
| Raymond James Financial Inc | 251,868 | $2.13M | 0.00% | +63,836+33.9% | Added |
| Stifel Financial Corp | 265,508 | $2.25M | 0.00% | −2,128−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 282,562 | $2.39M | 0.00% | −3,590−1.3% | Reduced |
| First Trust Advisors LP | 353,195 | $2.99M | 0.00% | +31,198+9.7% | Added |
| Capstone Investment Advisors, LLC | 462,748 | $3.91M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 490,058 | $4.15M | 0.00% | −1,493−0.3% | Reduced |
| Baird Financial Group, Inc. | 556,785 | $4.71M | 0.01% | +517+0.1% | Added |
| Private Advisor Group, LLC | 600,354 | $5.08M | 0.02% | −373,974−38.4% | Reduced |
| LPL Financial LLC | 670,242 | $5.67M | 0.00% | −68,213−9.2% | Reduced |
| Bank of America Corp | 777,957 | $6.58M | 0.00% | +26,325+3.5% | Added |
| Guggenheim Capital LLC | 870,715 | $7.37M | 0.06% | −41,828−4.6% | Reduced |
| Invesco Ltd. | 920,699 | $7.79M | 0.00% | −9,028−1.0% | Reduced |
| Rivernorth Capital Management, LLC | 963,439 | $8.15M | 0.41% | −165,515−14.7% | Reduced |
| PenderFund Capital Management Ltd. | 1,023,197 | $8.66M | 1.36% | +7,800+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9.10M | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 1,192,990 | $10.1M | 0.73% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,412,848 | $12.0M | 0.00% | −4,087−0.3% | Reduced |
| Morgan Stanley | 7,208,667 | $61.0M | 0.00% | −29,422−0.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −238,911−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −80,982−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −50,481−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,542−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,365−100.0% | Sold out |