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, Q2 2026
Institutional positions in Western Asset Inflation-Linked Opportunities & Income Fund as of Jun 30, 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
- 99
- +5 vs. Q1 2026
- Shares held
- 23.1M
- −90.2K (−0.4%) vs. Q1 2026
- Total value
- $194.4M
- −$2.16M (−1.1%) vs. Q1 2026
- New holders
- 14
- 40 more added
- Sold out
- 9
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Opportunities & Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 21 | $180 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 43 | $361 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $630 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.20K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 632 | $5.31K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 681 | $5.72K | 0.00% | −1,412,167−100.0% | Reduced |
| Key Financial Inc | 708 | $5.95K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.37K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $8.40K | 0.00% | +500+100.0% | Added |
| Allworth Financial LP | 1,600 | $13.4K | 0.00% | +300+23.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,887 | $15.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,056 | $17.3K | 0.00% | +45+2.2% | Added |
| Gables Capital Management Inc. | 2,364 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $25.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,500 | $37.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,243 | $44.0K | 0.00% | +67+1.3% | Added |
| SRS Capital Advisors, Inc. | 5,858 | $49.2K | 0.00% | +5,858 | New |
| WPG Advisers, LLC | 6,025 | $50.6K | 0.03% | +329+5.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6,546 | $55.0K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 6,774 | $56.9K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,924 | $58.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 8,450 | $71.0K | 0.00% | +8,450 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,665 | $81.2K | 0.01% | +547+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,201 | $86.0K | 0.00% | +10,201 | New |
| Capital Investment Advisors, LLC | 11,394 | $95.7K | 0.00% | +11,394 | New |
| DKM Wealth Management, Inc. | 12,000 | $100.8K | 0.07% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 12,100 | $101.6K | 0.03% | +12,100 | New |
| Verus Capital Partners, LLC | 12,694 | $106.6K | 0.01% | −2,687−17.5% | Reduced |
| Fiera Capital Corp | 12,794 | $107.5K | 0.00% | +1,576+14.0% | Added |
| Park Avenue Securities LLC | 13,922 | $117.0K | 0.00% | +318+2.3% | Added |
| MML Investors Services, LLC | 14,027 | $117.8K | 0.00% | +274+2.0% | Added |
| Accredited Investor Services, LLC | 15,021 | $126.2K | 0.07% | +704+4.9% | Added |
| Virtu Financial LLC | 16,078 | $135.0K | 0.00% | +16,078 | New |
| Steward Partners Investment Advisory, LLC | 18,305 | $153.8K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,370 | $171.1K | 0.00% | +1,753+9.4% | Added |
| Mariner, LLC | 22,665 | $190.4K | 0.00% | +518+2.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,985 | $193.1K | 0.02% | +1,766+8.3% | Added |
| Susquehanna International Group, LLP | 25,619 | $215.2K | 0.00% | +10,837+73.3% | Added |
| Citadel Advisors LLC | 27,829 | $233.8K | 0.00% | +17,526+170.1% | Added |
| CI Private Wealth, LLC | 29,423 | $247.2K | 0.00% | −56,164−65.6% | Reduced |
| Quantinno Capital Management LP | 29,422 | $247.2K | 0.00% | −36,910−55.6% | Reduced |
| HRT Financial LP | 30,566 | $256.0K | 0.00% | +30,566 | New |
| Global Retirement Partners, LLC | 33,376 | $280.4K | 0.00% | +33,376 | New |
| Hollencrest Capital Management | 34,406 | $289.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 34,500 | $289.8K | 0.02% | +34,500 | New |
| Uhlmann Price Securities, LLC | 36,471 | $306.4K | 0.01% | +791+2.2% | Added |
| PVG Asset Management Corp | 41,513 | $348.7K | 0.20% | −12,945−23.8% | Reduced |
| Readystate Asset Management LP | 43,411 | $364.7K | 0.01% | +43,411 | New |
| Fifth Third Bancorp | 48,606 | $408.3K | 0.00% | −3,913−7.5% | Reduced |
| UBS Group AG | 63,150 | $530.5K | 0.00% | −2,270−3.5% | Reduced |
| Envestnet Asset Management Inc | 65,191 | $547.6K | 0.00% | +8,553+15.1% | Added |
| XTX Topco Ltd | 68,056 | $571.7K | 0.01% | +68,056 | New |
| Robinson Capital Management, LLC | 68,910 | $578.8K | 0.26% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,604 | $585.0K | 0.00% | +1,579+2.3% | Added |
| Janney Montgomery Scott LLC | 70,218 | $590.0K | 0.00% | −24,945−26.2% | Reduced |
| HBW Advisory Services LLC | 72,553 | $609.4K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 75,486 | $634.1K | 0.00% | +7,039+10.3% | Added |
| Twin Focus Capital Partners, LLC | 83,413 | $700.7K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 84,345 | $708.5K | 0.03% | +30.0% | Added |
| Oppenheimer & Co Inc | 92,500 | $777.0K | 0.01% | +6,700+7.8% | Added |
| Grace & White Inc | 97,961 | $822.9K | 0.13% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 111,992 | $940.7K | 0.24% | +5,900+5.6% | Added |
| Ionic Capital Management LLC | 114,788 | $964.2K | 0.90% | −55,676−32.7% | Reduced |
| Dynamic Advisor Solutions LLC | 115,200 | $967.7K | 0.03% | +6,839+6.3% | Added |
| Wolverine Asset Management LLC | 120,380 | $1.01M | 0.01% | +78,257+185.8% | Added |
| Roberts Glore & Co Inc | 123,716 | $1.04M | 0.26% | +465+0.4% | Added |
| Private Advisor Group, LLC | 135,060 | $1.13M | 0.01% | −465,294−77.5% | Reduced |
| Jane Street Group, LLC | 138,445 | $1.16M | 0.00% | +87,975+174.3% | Added |
| NWF Advisory Services Inc. | 144,650 | $1.22M | 0.11% | −11,800−7.5% | Reduced |
| Wakefield Asset Management LLLP | 150,451 | $1.26M | 0.28% | +31,637+26.6% | Added |
| Closed-End Fund Advisors, Inc. | 157,106 | $1.32M | 1.29% | +755+0.5% | Added |
| Summit Financial, LLC | 173,581 | $1.46M | 0.02% | +32,749+23.3% | Added |
| Atala Financial Inc | 192,584 | $1.62M | 0.99% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 195,523 | $1.64M | 0.03% | +195,523 | New |
| TrueMark Investments, LLC | 204,141 | $1.71M | 0.21% | +13,485+7.1% | Added |
| Matisse Capital | 230,000 | $1.93M | 0.77% | 00.0% | Unchanged |
| Stifel Financial Corp | 243,461 | $2.05M | 0.00% | −22,047−8.3% | Reduced |
| Riverbridge Partners LLC | 252,005 | $2.12M | 0.06% | +7,131+2.9% | Added |
| Raymond James Financial Inc | 287,724 | $2.42M | 0.00% | +35,856+14.2% | Added |
| Advisor Group Holdings, Inc. | 287,983 | $2.42M | 0.00% | +5,421+1.9% | Added |
| Waterloo Capital, L.P. | 361,156 | $3.03M | 0.17% | +361,156 | New |
| First Trust Advisors LP | 375,031 | $3.15M | 0.00% | +21,836+6.2% | Added |
| GatePass Capital, LLC | 381,650 | $3.21M | 1.22% | +284,450+292.6% | Added |
| Atlas Wealth LLC | 415,617 | $3.49M | 0.50% | +415,617 | New |
| Capstone Investment Advisors, LLC | 462,748 | $3.89M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 491,394 | $4.13M | 0.00% | +1,336+0.3% | Added |
| LPL Financial LLC | 566,854 | $4.76M | 0.00% | −103,388−15.4% | Reduced |
| Baird Financial Group, Inc. | 576,774 | $4.84M | 0.01% | +19,989+3.6% | Added |
| 1607 Capital Partners, LLC | 708,052 | $5.95M | 0.52% | −484,938−40.6% | Reduced |
| Saba Capital Management, L.P. | 753,909 | $6.33M | 0.19% | +613,324+436.3% | Added |
| Guggenheim Capital LLC | 775,910 | $6.52M | 0.04% | −94,805−10.9% | Reduced |
| Bank of America Corp | 793,312 | $6.66M | 0.00% | +15,355+2.0% | Added |
| Rivernorth Capital Management, LLC | 875,999 | $7.36M | 0.35% | −87,440−9.1% | Reduced |
| Invesco Ltd. | 903,565 | $7.59M | 0.00% | −17,134−1.9% | Reduced |
| PenderFund Capital Management Ltd. | 998,747 | $8.39M | 1.08% | −24,450−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9.03M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 7,634,301 | $64.1M | 0.00% | +425,634+5.9% | Added |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −68,050−100.0% | Sold out |