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 4 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2024/12/31 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
- 94
- 較 2024 年第 3 季 +1 家
- 持有股數
- 2,523 萬
- 較 2024 年第 3 季 +71.9 萬 (+2.9%)
- 總市值
- $2.12 億
- 較 2024 年第 3 季 −$749.6 萬 (−3.4%)
- 新進機構
- 15
- 另有 30 家加碼
- 清倉機構
- 14
- 另有 30 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,028,194 | $5,812 萬 | 0.00% | −1,700,176−19.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,389,523 | $1,976 萬 | 0.03% | −180,201−7.0% | 減碼 |
| 1607 Capital Partners, LLC | 2,112,328 | $1,747 萬 | 1.40% | +1,051,868+99.2% | 加碼 |
| Rivernorth Capital Management, LLC | 2,045,275 | $1,691 萬 | 0.81% | 00.0% | 不變 |
| PenderFund Capital Management Ltd. | 953,094 | $1,133 萬 | 2.43% | 00.0% | 不變 |
| Wells Fargo & Company | 1,288,567 | $1,066 萬 | 0.00% | +1,287,066+85,747.2% | 加碼 |
| Invesco Ltd. | 976,939 | $807.9 萬 | 0.00% | −3,699−0.4% | 減碼 |
| Private Advisor Group, LLC | 665,792 | $550.6 萬 | 0.03% | +154,955+30.3% | 加碼 |
| Guggenheim Capital LLC | 655,550 | $542.1 萬 | 0.04% | +150,225+29.7% | 加碼 |
| Bank of America Corp | 616,147 | $509.6 萬 | 0.00% | −165,606−21.2% | 減碼 |
| HighTower Advisors, LLC | 511,381 | $422.9 萬 | 0.01% | −5,047−1.0% | 減碼 |
| Baird Financial Group, Inc. | 507,662 | $419.8 萬 | 0.01% | −21,298−4.0% | 減碼 |
| LPL Financial LLC | 444,565 | $367.7 萬 | 0.00% | +391,632+739.9% | 加碼 |
| Capstone Investment Advisors, LLC | 305,290 | $252.5 萬 | 0.02% | +305,290 | 新進 |
| Wakefield Asset Management LLLP | 301,872 | $249.6 萬 | 0.84% | +5,237+1.8% | 加碼 |
| Stifel Financial Corp | 266,737 | $220.6 萬 | 0.00% | −45,241−14.5% | 減碼 |
| Fiera Capital Corp | 263,946 | $218.3 萬 | 0.01% | −164−0.1% | 減碼 |
| Matisse Capital | 230,533 | $190.7 萬 | 0.97% | −500−0.2% | 減碼 |
| Atala Financial Inc | 218,393 | $180.6 萬 | 1.27% | +218,393 | 新進 |
| Advisor Group Holdings, Inc. | 213,260 | $176.4 萬 | 0.00% | +36,880+20.9% | 加碼 |
| Envestnet Asset Management Inc | 204,704 | $169.3 萬 | 0.00% | +25,885+14.5% | 加碼 |
| Park Avenue Securities LLC | 173,622 | $143.6 萬 | 0.01% | +8,124+4.9% | 加碼 |
| Roberts Glore & Co Inc | 173,324 | $143.3 萬 | 0.43% | −5,602−3.1% | 減碼 |
| Sit Investment Associates Inc | 166,249 | $137.5 萬 | 0.03% | −25,000−13.1% | 減碼 |
| Janney Montgomery Scott LLC | 165,863 | $137.2 萬 | 0.00% | +15,133+10.0% | 加碼 |
| Raymond James Financial Inc | 153,089 | $126.6 萬 | 0.00% | +153,089 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 135,761 | $112.3 萬 | 0.33% | +26,542+24.3% | 加碼 |
| Ionic Capital Management LLC | 129,740 | $107.3 萬 | 1.06% | +45,319+53.7% | 加碼 |
| Grace & White Inc | 124,620 | $103.1 萬 | 0.19% | −57,598−31.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 112,950 | $93.4 萬 | 0.10% | −423,553−78.9% | 減碼 |
| UBS Group AG | 106,467 | $88.0 萬 | 0.00% | −24,952−19.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 96,550 | $79.8 萬 | 0.02% | −47,547−33.0% | 減碼 |
| First Trust Advisors LP | 92,947 | $76.9 萬 | 0.00% | +55,581+148.7% | 加碼 |
| Cutler Capital Management, LLC | 88,765 | $73.4 萬 | 0.26% | +6,695+8.2% | 加碼 |
| Royal Bank of Canada | 85,805 | $71.0 萬 | 0.00% | +1,851+2.2% | 加碼 |
| Stansberry Asset Management, LLC | 73,316 | $60.6 萬 | 0.08% | +3,550+5.1% | 加碼 |
| PFG Investments, LLC | 73,128 | $60.5 萬 | 0.04% | +50,003+216.2% | 加碼 |
| Twin Focus Capital Partners, LLC | 60,163 | $49.8 萬 | 0.07% | +455+0.8% | 加碼 |
| Hollencrest Capital Management | 53,842 | $44.5 萬 | 0.02% | 00.0% | 不變 |
| Millennium Management LLC | 52,028 | $43.0 萬 | 0.00% | −64,871−55.5% | 減碼 |
| CSS LLC | 50,627 | $41.9 萬 | 0.02% | +2,412+5.0% | 加碼 |
| Peapack Gladstone Financial Corp | 47,903 | $39.6 萬 | 0.01% | −24,027−33.4% | 減碼 |
| Oppenheimer & Co Inc | 47,400 | $39.2 萬 | 0.01% | +4,000+9.2% | 加碼 |
| Comerica Bank | 45,599 | $37.7 萬 | 0.00% | −8,007−14.9% | 減碼 |
| Tortoise Investment Management, LLC | 42,420 | $35.1 萬 | 0.04% | −32,315−43.2% | 減碼 |
| Concorde Asset Management, LLC | 37,550 | $31.1 萬 | 0.16% | −2,700−6.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 35,610 | $29.4 萬 | 0.01% | −208−0.6% | 減碼 |
| BlackDiamond Wealth Management Inc. | 35,577 | $29.4 萬 | 0.17% | −1,356−3.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 35,139 | $29.1 萬 | 0.02% | +35,139 | 新進 |
| Cetera Investment Advisers | 34,054 | $28.2 萬 | 0.00% | +12,346+56.9% | 加碼 |
| Uhlmann Price Securities, LLC | 33,113 | $27.4 萬 | 0.21% | −8,729−20.9% | 減碼 |
| Integrated Capital Management, Inc. | 32,338 | $26.7 萬 | 0.21% | +2,043+6.7% | 加碼 |
| Readystate Asset Management LP | 30,375 | $25.1 萬 | 0.01% | +30,375 | 新進 |
| Clear Creek Financial Management, LLC | 28,900 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 27,556 | $22.8 萬 | 0.00% | +1,160+4.4% | 加碼 |
| Almitas Capital LLC | 25,454 | $21.1 萬 | 0.05% | −37,679−59.7% | 減碼 |
| Rpo LLC | 21,006 | $17.4 萬 | 0.23% | −421−2.0% | 減碼 |
| Mariner, LLC | 20,785 | $17.2 萬 | 0.00% | +1,812+9.6% | 加碼 |
| Verus Capital Partners, LLC | 19,827 | $16.4 萬 | 0.02% | +175+0.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 17,931 | $14.8 萬 | 0.00% | +1,119+6.7% | 加碼 |
| Arnhold LLC | 17,500 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 17,189 | $14.2 萬 | 0.00% | +3,049+21.6% | 加碼 |
| Jane Street Group, LLC | 16,876 | $14.0 萬 | 0.00% | +5,821+52.7% | 加碼 |
| Elequin Capital LP | 16,370 | $13.5 萬 | 0.02% | +16,370 | 新進 |
| Moors & Cabot, Inc. | 15,000 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 13,828 | $11.4 萬 | 0.01% | −3,675−21.0% | 減碼 |
| HRT Financial LP | 12,795 | $10.5 萬 | 0.00% | +12,795 | 新進 |
| DKM Wealth Management, Inc. | 12,000 | $9.92 萬 | 0.09% | +12,000 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $9.01 萬 | 0.01% | 00.0% | 不變 |
| Hara Capital LLC | 10,774 | $8.91 萬 | 0.06% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 10,626 | $8.79 萬 | 0.03% | +10,626 | 新進 |
| We Are One Seven, LLC | 10,565 | $8.74 萬 | 0.00% | +10,565 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 10,357 | $8.57 萬 | 0.01% | +10,357 | 新進 |
| StoneX Group Inc. | 10,353 | $8.56 萬 | 0.00% | +10,353 | 新進 |
| Virtu Financial LLC | 10,315 | $8.50 萬 | 0.00% | −5,601−35.2% | 減碼 |
| Wolverine Asset Management LLC | 9,464 | $7.83 萬 | 0.00% | −150,146−94.1% | 減碼 |
| US Bancorp | 8,997 | $7.44 萬 | 0.00% | −6,746−42.9% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 7,897 | $6.53 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4,874 | $4.03 萬 | 0.00% | +56+1.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 2,801 | $2.32 萬 | 0.00% | +2,801 | 新進 |
| WPG Advisers, LLC | 2,591 | $2.14 萬 | 0.02% | +2,591 | 新進 |
| Gables Capital Management Inc. | 2,364 | $1.96 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 2,061 | $1.70 萬 | 0.00% | −8,999−81.4% | 減碼 |
| GWM Advisors LLC | 1,807 | $1.49 萬 | 0.00% | +38+2.1% | 加碼 |
| CWM, LLC | 1,737 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 850 | $7,264 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 708 | $5,855 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $4,135 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 230 | $1,902 | 0.00% | +230 | 新進 |
| Sandy Spring Bank | 200 | $1,654 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 84 | $695 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 75 | $621 | 0.00% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −153,550−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −65,297−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −48,582−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −24,561−100.0% | 清倉 |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,592−100.0% | 清倉 |