Western Asset Inflation-Linked Opportunities & Income Fund
WIW- 交易所
- NYSE
- SEC CIK
- 0001267902
近 90 天,Western Asset Inflation-Linked Opportunities & Income Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 99 家機構在 13F 申報持有,市值合計 $1.94 億;沒有大師持有。
2022 年第 4 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 91
- 較 2022 年第 3 季 0 家
- 持有股數
- 2,604 萬
- 較 2022 年第 3 季 +102.4 萬 (+4.1%)
- 總市值
- $2.38 億
- 較 2022 年第 3 季 +$1,063 萬 (+4.7%)
- 新進機構
- 12
- 另有 35 家加碼
- 清倉機構
- 12
- 另有 34 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WIW 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 99 | $1.94 億 |
| 2026 年第 1 季 | 95 | $1.97 億 |
| 2025 年第 4 季 | 97 | $2.07 億 |
| 2025 年第 3 季 | 88 | $2.23 億 |
| 2025 年第 2 季 | 91 | $2.23 億 |
| 2025 年第 1 季 | 95 | $2.16 億 |
| 2024 年第 4 季 | 94 | $2.12 億 |
| 2024 年第 3 季 | 95 | $2.21 億 |
| 2024 年第 2 季 | 93 | $2.21 億 |
| 2024 年第 1 季 | 91 | $2.19 億 |
| 2023 年第 4 季 | 98 | $2.19 億 |
| 2023 年第 3 季 | 87 | $2.08 億 |
| 2023 年第 2 季 | 83 | $2.27 億 |
| 2023 年第 1 季 | 90 | $2.34 億 |
| 2022 年第 4 季 | 91 | $2.38 億 |
| 2022 年第 3 季 | 95 | $2.29 億 |
| 2022 年第 2 季 | 92 | $2.58 億 |
| 2022 年第 1 季 | 89 | $3.20 億 |
| 2021 年第 4 季 | 89 | $3.43 億 |
| 2021 年第 3 季 | 87 | $3.41 億 |
| 2021 年第 2 季 | 91 | $3.49 億 |
| 2021 年第 1 季 | 90 | $3.27 億 |
2022 年第 4 季持有機構
每家機構持有 Western Asset Inflation-Linked Opportunities & Income Fund 的股數、市值與佔組合比重;股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,545,157 | $4,150 萬 | 0.00% | +743,051+19.5% | 加碼 |
| Sit Investment Associates Inc | 4,345,846 | $3,968 萬 | 1.11% | −2,419,801−35.8% | 減碼 |
| 1607 Capital Partners, LLC | 2,586,860 | $2,362 萬 | 1.62% | −20,500−0.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $2,201 萬 | 0.04% | +108,900+4.7% | 加碼 |
| Rivernorth Capital Management, LLC | 2,122,808 | $1,938 萬 | 0.87% | +2,122,808 | 新進 |
| Invesco Ltd. | 1,094,689 | $999.5 萬 | 0.00% | +79,127+7.8% | 加碼 |
| LPL Financial LLC | 760,402 | $694.2 萬 | 0.01% | +180,081+31.0% | 加碼 |
| Bank of America Corp | 605,285 | $552.6 萬 | 0.00% | −4,677−0.8% | 減碼 |
| BFSG, LLC | 595,403 | $543.6 萬 | 1.09% | −497,145−45.5% | 減碼 |
| City of London Investment Management Co Ltd | 532,705 | $485.6 萬 | 0.39% | −47,489−8.2% | 減碼 |
| HighTower Advisors, LLC | 517,294 | $472.3 萬 | 0.01% | +494,494+2,168.8% | 加碼 |
| Janney Montgomery Scott LLC | 478,623 | $437.0 萬 | 0.02% | −38,312−7.4% | 減碼 |
| Baird Financial Group, Inc. | 445,774 | $407.0 萬 | 0.01% | +35,311+8.6% | 加碼 |
| Roberts Glore & Co Inc | 425,621 | $388.6 萬 | 1.35% | −4,842−1.1% | 減碼 |
| Wakefield Asset Management LLLP | 398,843 | $364.1 萬 | 1.54% | +140,880+54.6% | 加碼 |
| PenderFund Capital Management Ltd. | 283,708 | $350.7 萬 | 1.05% | +14,732+5.5% | 加碼 |
| Stifel Financial Corp | 382,085 | $348.8 萬 | 0.01% | −146,043−27.7% | 減碼 |
| Almitas Capital LLC | 293,457 | $267.9 萬 | 1.23% | +292,857+48,809.5% | 加碼 |
| Fiera Capital Corp | 209,106 | $190.9 萬 | 0.01% | +11,339+5.7% | 加碼 |
| UBS Group AG | 185,969 | $169.8 萬 | 0.00% | +85,755+85.6% | 加碼 |
| Grace & White Inc | 184,197 | $168.2 萬 | 0.33% | −3,575−1.9% | 減碼 |
| Peapack Gladstone Financial Corp | 170,163 | $155.4 萬 | 0.03% | −1,122−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 162,113 | $148.0 萬 | 0.07% | +8,790+5.7% | 加碼 |
| Royal Bank of Canada | 129,951 | $118.6 萬 | 0.00% | −69,930−35.0% | 減碼 |
| Mariner Investment Group LLC | 121,719 | $111.1 萬 | 3.36% | +89,439+277.1% | 加碼 |
| Matisse Capital | 110,500 | $100.9 萬 | 0.90% | +14,580+15.2% | 加碼 |
| Wolverine Asset Management LLC | 110,098 | $100.5 萬 | 0.02% | +5,922+5.7% | 加碼 |
| Raymond James & Associates | 100,098 | $91.4 萬 | 0.00% | −14,314−12.5% | 減碼 |
| Guggenheim Capital LLC | 96,067 | $87.7 萬 | 0.01% | +6,422+7.2% | 加碼 |
| First Trust Advisors LP | 92,905 | $84.8 萬 | 0.00% | −3,301−3.4% | 減碼 |
| Aviance Capital Partners, LLC | 91,623 | $83.7 萬 | 0.20% | −1,522−1.6% | 減碼 |
| Atlas Private Wealth Advisors | 80,901 | $73.9 萬 | 0.39% | −1,200−1.5% | 減碼 |
| Wells Fargo & Company | 75,599 | $69.0 萬 | 0.00% | −29,188−27.9% | 減碼 |
| Hollencrest Capital Management | 75,143 | $68.6 萬 | 0.08% | +3,300+4.6% | 加碼 |
| Private Advisor Group, LLC | 97,066 | $68.0 萬 | 0.03% | +80,686+492.6% | 加碼 |
| Logan Stone Capital, LLC | 73,410 | $67.0 萬 | 0.25% | −42,312−36.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 68,025 | $62.1 萬 | 0.04% | +716+1.1% | 加碼 |
| Clough Capital Partners L P | 64,158 | $58.6 萬 | 0.06% | +64,158 | 新進 |
| Stolper Co | 57,498 | $52.5 萬 | 0.23% | −2,030−3.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 56,108 | $51.2 萬 | 0.11% | +19,164+51.9% | 加碼 |
| Weiss Asset Management LP | 47,994 | $43.8 萬 | 0.02% | +47,994 | 新進 |
| Verus Capital Partners, LLC | 46,648 | $42.6 萬 | 0.08% | −1,861−3.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 38,818 | $35.4 萬 | 0.05% | −3,101−7.4% | 減碼 |
| Elequin Capital LP | 36,595 | $33.4 萬 | 0.09% | +36,595 | 新進 |
| Tortoise Investment Management, LLC | 35,395 | $32.3 萬 | 0.06% | +9,595+37.2% | 加碼 |
| Congress Park Capital LLC | 31,500 | $28.8 萬 | 0.18% | −10,750−25.4% | 減碼 |
| GenTrust, LLC | 27,650 | $25.2 萬 | 0.02% | +27,650 | 新進 |
| Horizon Kinetics Asset Management LLC | 26,516 | $24.2 萬 | 0.00% | −210−0.8% | 減碼 |
| North Star Investment Management Corp. | 26,072 | $23.8 萬 | 0.02% | −10,461−28.6% | 減碼 |
| Transcend Wealth Collective, LLC | 25,858 | $23.6 萬 | 0.03% | −12,923−33.3% | 減碼 |
| MML Investors Services, LLC | 25,443 | $23.2 萬 | 0.00% | +679+2.7% | 加碼 |
| Concorde Asset Management, LLC | 25,300 | $23.1 萬 | 0.21% | +11,000+76.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 23,667 | $21.6 萬 | 0.05% | +3,178+15.5% | 加碼 |
| Advisor Group Holdings, Inc. | 23,125 | $20.9 萬 | 0.00% | +405+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,630 | $20.7 萬 | 0.00% | −5,039−18.2% | 減碼 |
| Oppenheimer & Co Inc | 21,800 | $19.9 萬 | 0.00% | +10,000+84.7% | 加碼 |
| Triad Investment Management | 21,454 | $19.6 萬 | 0.31% | −3,345−13.5% | 減碼 |
| Proficio Capital Partners LLC | 21,214 | $19.4 萬 | 0.04% | 00.0% | 不變 |
| CSS LLC | 20,409 | $18.6 萬 | 0.01% | +1,714+9.2% | 加碼 |
| Avantax Advisory Services, Inc. | 20,146 | $18.4 萬 | 0.00% | +20+0.1% | 加碼 |
| Chicago Partners Investment Group LLC | 18,849 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 15,977 | $14.6 萬 | 0.00% | +4,392+37.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,871 | $14.5 萬 | 0.00% | +15,871 | 新進 |
| US Bancorp | 15,743 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,250 | $13.9 萬 | 0.00% | +4,923+47.7% | 加碼 |
| Commonwealth Equity Services, LLC | 14,380 | $13.1 萬 | 0.00% | −5,766−28.6% | 減碼 |
| Mariner, LLC | 13,804 | $12.6 萬 | 0.00% | +2,992+27.7% | 加碼 |
| Integrated Wealth Concepts LLC | 13,474 | $12.3 萬 | 0.00% | −1,939−12.6% | 減碼 |
| Karpus Management, Inc. | 12,500 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,841 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,800 | $10.8 萬 | 0.03% | −600−4.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 10,979 | $10.0 萬 | 0.03% | −2,472−18.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,556 | $9.64 萬 | 0.02% | +10,556 | 新進 |
| Two Sigma Securities, LLC | 10,407 | $9.50 萬 | 0.01% | +10,407 | 新進 |
| Arnhold LLC | 10,000 | $9.13 萬 | 0.01% | +10,000 | 新進 |
| Carmichael Hill & Associates, Inc. | 8,815 | $8.05 萬 | 0.04% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 5,684 | $5.19 萬 | 0.02% | −160,987−96.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 3,005 | $2.74 萬 | 0.00% | −1,700−36.1% | 減碼 |
| Bartlett & Co. LLC | 3,005 | $2.70 萬 | 0.00% | −1,700−36.1% | 減碼 |
| IFP Advisors, Inc | 2,139 | $2.50 萬 | 0.00% | +30+1.4% | 加碼 |
| Clean Yield Group | 2,500 | $2.28 萬 | 0.01% | −1,000−28.6% | 減碼 |
| Accel Wealth Management | 1,677 | $1.53 萬 | 0.01% | +1,070+176.3% | 加碼 |
| Whittier Trust Co | 1,572 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,481 | $1.40 萬 | 0.00% | +306+26.0% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.37 萬 | 0.01% | +1,500 | 新進 |
| Creative Financial Designs Inc | 810 | $7,399 | 0.00% | +30+3.8% | 加碼 |
| CWM, LLC | 744 | $7,000 | 0.00% | +744 | 新進 |
| Key Financial Inc | 708 | $6,422 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 338 | $3,086 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 200 | $1,826 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,599 | $15 | 0.00% | +1,599 | 新進 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −69,867−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −41,728−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,418−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −25,430−100.0% | 清倉 |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −12,100−100.0% | 清倉 |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −12,012−100.0% | 清倉 |
| Coombe, Bender & Co LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |