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。
2024 年第 1 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2024/3/31 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 2023 年第 4 季 −5 家
- 持有股數
- 2,527 萬
- 較 2023 年第 4 季 +18.2 萬 (+0.7%)
- 總市值
- $2.19 億
- 較 2023 年第 4 季 +$69.5 萬 (+0.3%)
- 新進機構
- 12
- 另有 42 家加碼
- 清倉機構
- 17
- 另有 18 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,039,793 | $6,075 萬 | 0.00% | +684,255+10.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,411,239 | $2,081 萬 | 0.03% | 00.0% | 不變 |
| Rivernorth Capital Management, LLC | 1,983,831 | $1,712 萬 | 0.83% | +88,237+4.7% | 加碼 |
| Penserra Capital Management LLC | 1,394,776 | $1,204 萬 | 0.15% | +116,463+9.1% | 加碼 |
| Beach Point Capital Management LP | 1,310,706 | $1,131 萬 | 3.96% | +336,271+34.5% | 加碼 |
| 1607 Capital Partners, LLC | 1,190,760 | $1,028 萬 | 0.84% | −1,192,000−50.0% | 減碼 |
| Invesco Ltd. | 964,129 | $832.0 萬 | 0.00% | +78,180+8.8% | 加碼 |
| Bank of America Corp | 949,304 | $819.2 萬 | 0.00% | +94,070+11.0% | 加碼 |
| Sit Investment Associates Inc | 926,368 | $799.5 萬 | 0.18% | −18,983−2.0% | 減碼 |
| PenderFund Capital Management Ltd. | 429,452 | $501.9 萬 | 1.38% | +7,776+1.8% | 加碼 |
| HighTower Advisors, LLC | 535,358 | $461.7 萬 | 0.01% | +9,595+1.8% | 加碼 |
| Baird Financial Group, Inc. | 511,469 | $441.4 萬 | 0.01% | −18,431−3.5% | 減碼 |
| Stifel Financial Corp | 355,390 | $306.7 萬 | 0.00% | +41,246+13.1% | 加碼 |
| Janney Montgomery Scott LLC | 335,109 | $289.2 萬 | 0.01% | +4,490+1.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 335,039 | $289.1 萬 | 0.25% | +98,833+41.8% | 加碼 |
| LPL Financial LLC | 297,338 | $256.6 萬 | 0.00% | +264,087+794.2% | 加碼 |
| Wakefield Asset Management LLLP | 296,570 | $255.9 萬 | 0.89% | +10,441+3.6% | 加碼 |
| Roberts Glore & Co Inc | 255,019 | $220.1 萬 | 0.66% | −47,599−15.7% | 減碼 |
| Guggenheim Capital LLC | 235,019 | $202.8 萬 | 0.01% | +59,651+34.0% | 加碼 |
| Fiera Capital Corp | 209,295 | $180.6 萬 | 0.01% | +4,790+2.3% | 加碼 |
| WealthPLAN Partners, LLC | 208,145 | $179.6 萬 | 0.19% | +2,495+1.2% | 加碼 |
| Matisse Capital | 199,617 | $172.3 萬 | 0.83% | +89,117+80.6% | 加碼 |
| CSS LLC | 197,473 | $170.4 萬 | 0.14% | +31,220+18.8% | 加碼 |
| Tortoise Investment Management, LLC | 197,405 | $170.4 萬 | 0.21% | −66,258−25.1% | 減碼 |
| Grace & White Inc | 191,521 | $165.3 萬 | 0.30% | +8,024+4.4% | 加碼 |
| Envestnet Asset Management Inc | 168,757 | $145.6 萬 | 0.00% | +157,253+1,366.9% | 加碼 |
| Park Avenue Securities LLC | 161,568 | $139.4 萬 | 0.02% | +147,944+1,085.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 140,991 | $121.7 萬 | 0.05% | −1,973−1.4% | 減碼 |
| Raymond James & Associates | 140,431 | $121.2 萬 | 0.00% | +26,280+23.0% | 加碼 |
| Wolverine Asset Management LLC | 118,562 | $102.3 萬 | 0.02% | +64,556+119.5% | 加碼 |
| UBS Group AG | 110,132 | $95.0 萬 | 0.00% | +457+0.4% | 加碼 |
| Peapack Gladstone Financial Corp | 109,931 | $94.9 萬 | 0.01% | −20,261−15.6% | 減碼 |
| Private Advisor Group, LLC | 87,269 | $75.3 萬 | 0.01% | +2,647+3.1% | 加碼 |
| Almitas Capital LLC | 84,641 | $73.0 萬 | 0.30% | −121,033−58.8% | 減碼 |
| Royal Bank of Canada | 83,459 | $72.0 萬 | 0.00% | −2,708−3.1% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 75,286 | $65.0 萬 | 0.24% | +15,978+26.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 72,393 | $62.5 萬 | 0.02% | +157+0.2% | 加碼 |
| Moors & Cabot, Inc. | 65,500 | $56.5 萬 | 0.03% | +11,000+20.2% | 加碼 |
| Stansberry Asset Management, LLC | 60,190 | $51.9 萬 | 0.07% | +5,060+9.2% | 加碼 |
| Twin Focus Capital Partners, LLC | 57,708 | $49.8 萬 | 0.09% | +2,400+4.3% | 加碼 |
| Hollencrest Capital Management | 53,842 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 46,608 | $40.2 萬 | 0.00% | +4,586+10.9% | 加碼 |
| First Trust Advisors LP | 41,661 | $36.0 萬 | 0.00% | −38,614−48.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 36,336 | $31.4 萬 | 0.02% | −72−0.2% | 減碼 |
| BlackDiamond Wealth Management Inc. | 33,810 | $29.2 萬 | 0.21% | +280+0.8% | 加碼 |
| Verus Capital Partners, LLC | 32,684 | $28.2 萬 | 0.03% | −3,336−9.3% | 減碼 |
| MML Investors Services, LLC | 32,060 | $27.7 萬 | 0.00% | +5,654+21.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 31,879 | $27.5 萬 | 0.03% | −11,498−26.5% | 減碼 |
| Advisor Group Holdings, Inc. | 28,739 | $24.8 萬 | 0.00% | +6,480+29.1% | 加碼 |
| Oppenheimer & Co Inc | 27,400 | $23.6 萬 | 0.00% | +14,300+109.2% | 加碼 |
| Clear Creek Financial Management, LLC | 26,900 | $23.2 萬 | 0.03% | +15,900+144.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 26,336 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 24,073 | $20.8 萬 | 0.04% | −3,268−12.0% | 減碼 |
| Integrated Capital Management, Inc. | 22,752 | $19.6 萬 | 0.16% | +22,752 | 新進 |
| Virtu Financial LLC | 21,128 | $18.2 萬 | 0.01% | +21,128 | 新進 |
| Cetera Investment Advisers | 20,595 | $17.8 萬 | 0.00% | +20,595 | 新進 |
| Commonwealth Equity Services, LLC | 20,353 | $17.6 萬 | 0.00% | +7,931+63.8% | 加碼 |
| Mariner, LLC | 17,845 | $15.4 萬 | 0.00% | −1,090−5.8% | 減碼 |
| Arnhold LLC | 17,500 | $15.1 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 16,812 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 15,743 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 13,410 | $11.6 萬 | 0.00% | +13,410 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 13,386 | $11.6 萬 | 0.02% | +290+2.2% | 加碼 |
| Cutler Capital Management, LLC | 13,276 | $11.5 萬 | 0.05% | +13,276 | 新進 |
| Karpus Management, Inc. | 12,500 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 11,603 | $10.0 萬 | 0.00% | +11,603 | 新進 |
| We Are One Seven, LLC | 10,973 | $9.47 萬 | 0.00% | +426+4.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $9.41 萬 | 0.02% | 00.0% | 不變 |
| Hartline Investment Corp | 10,900 | $9.41 萬 | 0.02% | +10,900 | 新進 |
| Integrated Wealth Concepts LLC | 10,856 | $9.37 萬 | 0.00% | 00.0% | 不變 |
| Flow State Investments, L.P. | 10,696 | $9.23 萬 | 0.03% | +10,696 | 新進 |
| Capital Investment Advisors, LLC | 10,141 | $8.75 萬 | 0.00% | 00.0% | 不變 |
| Rpo LLC | 10,091 | $8.71 萬 | 0.13% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 7,897 | $6.82 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,374 | $5.50 萬 | 0.00% | +67+1.1% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 6,034 | $5.21 萬 | 0.02% | −1,436−19.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,364 | $2.04 萬 | 0.01% | +2,364 | 新進 |
| Bessemer Group Inc | 1,810 | $1.60 萬 | 0.00% | +413+29.6% | 加碼 |
| GWM Advisors LLC | 1,798 | $1.55 萬 | 0.00% | +36+2.0% | 加碼 |
| Carmichael Hill & Associates, Inc. | 1,670 | $1.44 萬 | 0.01% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 850 | $7,336 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 708 | $6,110 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $4,315 | 0.00% | −1,130−69.3% | 減碼 |
| Sandy Spring Bank | 200 | $1,726 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 185 | $1,597 | 0.00% | +185 | 新進 |
| Assetmark, Inc | 44 | $380 | 0.00% | +44 | 新進 |
| Bullock Wealth Management Group | 14 | $117 | 0.00% | +14 | 新進 |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 0 | $1 | 0.00% | −499,541−100.0% | 減碼 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −84,865−100.0% | 清倉 |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −55,350−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −37,259−100.0% | 清倉 |
| Centric Wealth Management | 0 | $0 | 0.00% | −37,799−100.0% | 清倉 |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −34,420−100.0% | 清倉 |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −30,022−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −25,400−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,464−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,265−100.0% | 清倉 |