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。
2023 年第 4 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2023/12/31 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
- 98
- 較 2023 年第 3 季 +11 家
- 持有股數
- 2,509 萬
- 較 2023 年第 3 季 −8.18 萬 (−0.3%)
- 總市值
- $2.19 億
- 較 2023 年第 3 季 +$1,030 萬 (+4.9%)
- 新進機構
- 17
- 另有 24 家加碼
- 清倉機構
- 6
- 另有 35 家減碼
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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,355,538 | $5,510 萬 | 0.00% | −158,727−2.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $2,091 萬 | 0.03% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 2,382,760 | $2,066 萬 | 1.45% | −14,300−0.6% | 減碼 |
| Rivernorth Capital Management, LLC | 1,895,594 | $1,643 萬 | 0.79% | −791,373−29.5% | 減碼 |
| Penserra Capital Management LLC | 1,278,313 | $1,108 萬 | 0.21% | +88,470+7.4% | 加碼 |
| Beach Point Capital Management LP | 974,435 | $844.8 萬 | 3.37% | +974,435 | 新進 |
| Sit Investment Associates Inc | 945,351 | $819.6 萬 | 0.20% | −371,602−28.2% | 減碼 |
| Invesco Ltd. | 885,949 | $768.1 萬 | 0.00% | +48,659+5.8% | 加碼 |
| Bank of America Corp | 855,234 | $741.5 萬 | 0.00% | +12,312+1.5% | 加碼 |
| PenderFund Capital Management Ltd. | 421,676 | $484.4 萬 | 1.58% | +5,240+1.3% | 加碼 |
| Baird Financial Group, Inc. | 529,900 | $459.4 萬 | 0.01% | +28,095+5.6% | 加碼 |
| HighTower Advisors, LLC | 525,763 | $456.0 萬 | 0.01% | −12,938−2.4% | 減碼 |
| BFSG, LLC | 499,541 | $433.1 萬 | 0.63% | −10,982−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 330,619 | $286.6 萬 | 0.01% | −98,493−23.0% | 減碼 |
| Stifel Financial Corp | 314,144 | $272.4 萬 | 0.00% | −37,789−10.7% | 減碼 |
| Roberts Glore & Co Inc | 302,618 | $262.4 萬 | 0.82% | −92,521−23.4% | 減碼 |
| Wakefield Asset Management LLLP | 286,129 | $248.1 萬 | 0.92% | +10,379+3.8% | 加碼 |
| Tortoise Investment Management, LLC | 263,663 | $228.6 萬 | 0.31% | −15,481−5.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 236,206 | $204.8 萬 | 0.18% | +176,709+297.0% | 加碼 |
| Almitas Capital LLC | 205,674 | $178.3 萬 | 0.61% | +40,941+24.9% | 加碼 |
| WealthPLAN Partners, LLC | 205,650 | $178.3 萬 | 0.18% | +205,650 | 新進 |
| Fiera Capital Corp | 204,505 | $177.3 萬 | 0.01% | 00.0% | 不變 |
| Grace & White Inc | 183,497 | $159.1 萬 | 0.28% | 00.0% | 不變 |
| Guggenheim Capital LLC | 175,368 | $152.0 萬 | 0.01% | +12,824+7.9% | 加碼 |
| CSS LLC | 166,253 | $144.1 萬 | 0.11% | +40,746+32.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 142,964 | $123.9 萬 | 0.05% | −12,699−8.2% | 減碼 |
| Peapack Gladstone Financial Corp | 130,192 | $112.9 萬 | 0.02% | −19,895−13.3% | 減碼 |
| Raymond James & Associates | 114,151 | $99.0 萬 | 0.00% | +4,230+3.8% | 加碼 |
| Matisse Capital | 110,500 | $95.8 萬 | 0.51% | 00.0% | 不變 |
| UBS Group AG | 109,675 | $95.1 萬 | 0.00% | −217,749−66.5% | 減碼 |
| Royal Bank of Canada | 86,167 | $74.7 萬 | 0.00% | −31,579−26.8% | 減碼 |
| Toroso Investments, LLC | 84,865 | $73.6 萬 | 0.02% | +84,865 | 新進 |
| Private Advisor Group, LLC | 84,622 | $73.4 萬 | 0.01% | +44,545+111.1% | 加碼 |
| First Trust Advisors LP | 80,275 | $69.6 萬 | 0.00% | −2,718−3.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 72,236 | $62.6 萬 | 0.02% | +1,927+2.7% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 59,308 | $51.4 萬 | 0.25% | +59,308 | 新進 |
| Concorde Asset Management, LLC | 55,350 | $48.0 萬 | 0.33% | +15,200+37.9% | 加碼 |
| Twin Focus Capital Partners, LLC | 55,308 | $48.0 萬 | 0.10% | −800−1.4% | 減碼 |
| Stansberry Asset Management, LLC | 55,130 | $47.8 萬 | 0.08% | +537+1.0% | 加碼 |
| Moors & Cabot, Inc. | 54,500 | $47.3 萬 | 0.03% | +41,000+303.7% | 加碼 |
| Wolverine Asset Management LLC | 54,006 | $46.8 萬 | 0.01% | −103,981−65.8% | 減碼 |
| Hollencrest Capital Management | 53,842 | $46.7 萬 | 0.04% | −21,301−28.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 43,377 | $37.6 萬 | 0.04% | +18,362+73.4% | 加碼 |
| Comerica Bank | 42,022 | $36.4 萬 | 0.00% | −1,575−3.6% | 減碼 |
| Weiss Asset Management LP | 37,259 | $32.3 萬 | 0.02% | +37,259 | 新進 |
| Centric Wealth Management | 37,799 | $32.3 萬 | 0.11% | +37,799 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 36,408 | $31.6 萬 | 0.02% | −281−0.8% | 減碼 |
| Verus Capital Partners, LLC | 36,020 | $31.2 萬 | 0.04% | −15,262−29.8% | 減碼 |
| Accuvest Global Advisors | 34,420 | $29.8 萬 | 0.32% | +34,420 | 新進 |
| LPL Financial LLC | 33,251 | $28.8 萬 | 0.00% | −37,351−52.9% | 減碼 |
| BlackDiamond Wealth Management Inc. | 33,530 | $28.6 萬 | 0.21% | +33,530 | 新進 |
| Crestone Asset Management LLC | 30,022 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 27,341 | $23.7 萬 | 0.05% | +2,069+8.2% | 加碼 |
| MML Investors Services, LLC | 26,406 | $22.9 萬 | 0.00% | +430+1.7% | 加碼 |
| Horizon Kinetics Asset Management LLC | 26,336 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 25,400 | $22.0 萬 | 0.07% | +17,718+230.6% | 加碼 |
| Advisor Group Holdings, Inc. | 22,259 | $19.3 萬 | 0.00% | −18,690−45.6% | 減碼 |
| Logan Stone Capital, LLC | 19,464 | $16.9 萬 | 0.03% | +19,464 | 新進 |
| Mariner, LLC | 18,935 | $16.4 萬 | 0.00% | −12−0.1% | 減碼 |
| Arnhold LLC | 17,500 | $15.2 萬 | 0.02% | 00.0% | 不變 |
| Nomura Holdings Inc | 17,265 | $15.0 萬 | 0.00% | +17,265 | 新進 |
| Crown Wealth Group, LLC | 17,100 | $14.8 萬 | 0.09% | +17,100 | 新進 |
| Steward Partners Investment Advisory, LLC | 16,812 | $14.6 萬 | 0.00% | −3,000−15.1% | 減碼 |
| CTC Alternative Strategies, Ltd. | 16,188 | $14.0 萬 | 0.29% | +16,188 | 新進 |
| US Bancorp | 15,743 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 15,698 | $13.6 萬 | 0.00% | −224−1.4% | 減碼 |
| Park Avenue Securities LLC | 13,624 | $11.8 萬 | 0.00% | −5,579−29.1% | 減碼 |
| Oppenheimer & Co Inc | 13,100 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 13,096 | $11.4 萬 | 0.02% | −35−0.3% | 減碼 |
| Karpus Management, Inc. | 12,500 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 12,422 | $10.8 萬 | 0.00% | −2,775−18.3% | 減碼 |
| HSBC Holdings PLC | 12,036 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,841 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 11,504 | $9.97 萬 | 0.00% | −14,419−55.6% | 減碼 |
| Clear Creek Financial Management, LLC | 11,000 | $9.54 萬 | 0.02% | +11,000 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $9.45 萬 | 0.02% | +100+0.9% | 加碼 |
| Integrated Wealth Concepts LLC | 10,856 | $9.41 萬 | 0.00% | −816−7.0% | 減碼 |
| We Are One Seven, LLC | 10,547 | $9.14 萬 | 0.01% | −806−7.1% | 減碼 |
| Capital Investment Advisors, LLC | 10,141 | $8.79 萬 | 0.00% | 00.0% | 不變 |
| Rpo LLC | 10,091 | $8.75 萬 | 0.14% | +10,091 | 新進 |
| Blue Bell Private Wealth Management, LLC | 7,897 | $6.85 萬 | 0.02% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 7,470 | $6.48 萬 | 0.02% | +1,563+26.5% | 加碼 |
| North Star Investment Management Corp. | 6,307 | $5.47 萬 | 0.00% | −3,175−33.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 3,000 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,762 | $1.53 萬 | 0.00% | +35+2.0% | 加碼 |
| Carmichael Hill & Associates, Inc. | 1,670 | $1.45 萬 | 0.01% | −1,038−38.3% | 減碼 |
| IFP Advisors, Inc | 1,630 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 1,397 | $1.20 萬 | 0.00% | +55+4.1% | 加碼 |
| Allworth Financial LP | 850 | $7,370 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 708 | $6,138 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 507 | $4,396 | 0.00% | +507 | 新進 |
| Advisory Services Network, LLC | 400 | $3,468 | 0.00% | +400 | 新進 |
| Beaird Harris Wealth Management, LLC | 359 | $3,113 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 200 | $1,734 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $9 | 0.00% | +1 | 新進 |
| Wells Fargo & Company | 1 | $6 | 0.00% | −61,021−100.0% | 減碼 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −20,440−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −14,965−100.0% | 清倉 |