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。
2025 年第 1 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2025/3/31 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
- 95
- 較 2024 年第 4 季 +1 家
- 持有股數
- 2,543 萬
- 較 2024 年第 4 季 +20.1 萬 (+0.8%)
- 總市值
- $2.16 億
- 較 2024 年第 4 季 +$341.6 萬 (+1.6%)
- 新進機構
- 12
- 另有 39 家加碼
- 清倉機構
- 11
- 另有 21 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,353,622 | $6,464 萬 | 0.00% | +325,428+4.6% | 加碼 |
| Rivernorth Capital Management, LLC | 1,967,769 | $1,730 萬 | 0.92% | −77,506−3.8% | 減碼 |
| 1607 Capital Partners, LLC | 1,927,128 | $1,694 萬 | 1.36% | −185,200−8.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,923,671 | $1,691 萬 | 0.03% | −465,852−19.5% | 減碼 |
| Wells Fargo & Company | 1,467,929 | $1,290 萬 | 0.00% | +179,362+13.9% | 加碼 |
| Invesco Ltd. | 987,088 | $867.7 萬 | 0.00% | +10,149+1.0% | 加碼 |
| Private Advisor Group, LLC | 831,076 | $730.5 萬 | 0.04% | +165,284+24.8% | 加碼 |
| Guggenheim Capital LLC | 738,097 | $648.8 萬 | 0.06% | +82,547+12.6% | 加碼 |
| Bank of America Corp | 689,907 | $606.4 萬 | 0.00% | +73,760+12.0% | 加碼 |
| LPL Financial LLC | 530,374 | $466.2 萬 | 0.00% | +85,809+19.3% | 加碼 |
| Baird Financial Group, Inc. | 514,658 | $452.4 萬 | 0.01% | +6,996+1.4% | 加碼 |
| HighTower Advisors, LLC | 497,819 | $437.6 萬 | 0.01% | −13,562−2.7% | 減碼 |
| Capstone Investment Advisors, LLC | 356,674 | $313.5 萬 | 0.03% | +51,384+16.8% | 加碼 |
| Wakefield Asset Management LLLP | 302,850 | $266.2 萬 | 0.81% | +978+0.3% | 加碼 |
| Stifel Financial Corp | 266,752 | $234.5 萬 | 0.00% | +150.0% | 加碼 |
| Fiera Capital Corp | 263,946 | $232.0 萬 | 0.01% | 00.0% | 不變 |
| Matisse Capital | 230,533 | $202.6 萬 | 1.07% | 00.0% | 不變 |
| Atala Financial Inc | 214,693 | $188.7 萬 | 1.41% | −3,700−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 205,966 | $181.0 萬 | 0.00% | −7,294−3.4% | 減碼 |
| Riverbridge Partners LLC | 174,116 | $153.0 萬 | 0.02% | +174,116 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 166,278 | $146.2 萬 | 0.39% | +30,517+22.5% | 加碼 |
| Sit Investment Associates Inc | 166,249 | $146.1 萬 | 0.03% | 00.0% | 不變 |
| First Trust Advisors LP | 160,702 | $141.3 萬 | 0.00% | +67,755+72.9% | 加碼 |
| Raymond James Financial Inc | 159,670 | $140.3 萬 | 0.00% | +6,581+4.3% | 加碼 |
| NWF Advisory Services Inc. | 156,450 | $137.5 萬 | 0.19% | +156,450 | 新進 |
| Roberts Glore & Co Inc | 155,590 | $136.8 萬 | 0.42% | −17,734−10.2% | 減碼 |
| UBS Group AG | 130,077 | $114.3 萬 | 0.00% | +23,610+22.2% | 加碼 |
| Ionic Capital Management LLC | 129,740 | $114.0 萬 | 1.30% | 00.0% | 不變 |
| Grace & White Inc | 124,620 | $109.5 萬 | 0.21% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 108,320 | $95.2 萬 | 0.00% | −57,543−34.7% | 減碼 |
| Cutler Capital Management, LLC | 90,665 | $79.7 萬 | 0.28% | +1,900+2.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 88,160 | $77.5 萬 | 0.02% | −8,390−8.7% | 減碼 |
| Royal Bank of Canada | 86,481 | $76.0 萬 | 0.00% | +676+0.8% | 加碼 |
| Stansberry Asset Management, LLC | 78,538 | $69.0 萬 | 0.08% | +5,222+7.1% | 加碼 |
| Readystate Asset Management LP | 73,167 | $64.3 萬 | 0.03% | +42,792+140.9% | 加碼 |
| PFG Investments, LLC | 73,131 | $64.3 萬 | 0.04% | +30.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 68,943 | $60.6 萬 | 0.02% | +68,943 | 新進 |
| Landscape Capital Management, L.L.C. | 68,572 | $60.3 萬 | 0.05% | −44,378−39.3% | 減碼 |
| Twin Focus Capital Partners, LLC | 65,063 | $57.2 萬 | 0.09% | +4,900+8.1% | 加碼 |
| PenderFund Capital Management Ltd. | 966,856 | $49.5 萬 | 0.42% | +13,762+1.4% | 加碼 |
| Cetera Investment Advisers | 54,810 | $48.2 萬 | 0.00% | +20,756+61.0% | 加碼 |
| Oppenheimer & Co Inc | 53,900 | $47.4 萬 | 0.01% | +6,500+13.7% | 加碼 |
| Hollencrest Capital Management | 53,842 | $47.3 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 46,481 | $40.9 萬 | 0.00% | +882+1.9% | 加碼 |
| Envestnet Asset Management Inc | 42,905 | $37.7 萬 | 0.00% | −161,799−79.0% | 減碼 |
| BlackDiamond Wealth Management Inc. | 39,840 | $34.3 萬 | 0.23% | +4,263+12.0% | 加碼 |
| Concorde Asset Management, LLC | 37,650 | $32.2 萬 | 0.17% | +100+0.3% | 加碼 |
| Citadel Advisors LLC | 34,190 | $30.1 萬 | 0.00% | +17,001+98.9% | 加碼 |
| Uhlmann Price Securities, LLC | 33,816 | $29.7 萬 | 0.22% | +703+2.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 33,182 | $29.2 萬 | 0.01% | −2,428−6.8% | 減碼 |
| Clear Creek Financial Management, LLC | 28,900 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Mariner, LLC | 23,781 | $20.9 萬 | 0.00% | +2,996+14.4% | 加碼 |
| Almitas Capital LLC | 22,523 | $19.8 萬 | 0.07% | −2,931−11.5% | 減碼 |
| Accredited Investor Services, LLC | 19,192 | $16.9 萬 | 0.14% | +19,192 | 新進 |
| MML Investors Services, LLC | 18,962 | $16.7 萬 | 0.00% | −8,594−31.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 18,305 | $16.1 萬 | 0.00% | +374+2.1% | 加碼 |
| Sowell Financial Services LLC | 17,800 | $15.6 萬 | 0.01% | +17,800 | 新進 |
| Arnhold LLC | 17,500 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| Gries Financial LLC | 17,248 | $15.2 萬 | 0.03% | +17,248 | 新進 |
| Verus Capital Partners, LLC | 17,206 | $15.1 萬 | 0.02% | −2,621−13.2% | 減碼 |
| Peapack Gladstone Financial Corp | 17,151 | $15.1 萬 | 0.00% | −30,752−64.2% | 減碼 |
| Susquehanna International Group, LLP | 15,557 | $13.7 萬 | 0.00% | +15,557 | 新進 |
| Park Avenue Securities LLC | 14,963 | $13.2 萬 | 0.00% | −158,659−91.4% | 減碼 |
| Moors & Cabot, Inc. | 15,000 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 13,990 | $12.3 萬 | 0.01% | +162+1.2% | 加碼 |
| Geneos Wealth Management Inc. | 12,769 | $11.2 萬 | 0.00% | +12,685+15,101.2% | 加碼 |
| Elequin Capital LP | 12,704 | $11.2 萬 | 0.02% | −3,666−22.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,125 | $10.7 萬 | 0.02% | +1,768+17.1% | 加碼 |
| DKM Wealth Management, Inc. | 12,000 | $10.5 萬 | 0.10% | 00.0% | 不變 |
| Northern Trust Corp | 12,000 | $10.5 萬 | 0.00% | +12,000 | 新進 |
| Merit Financial Group, LLC | 11,412 | $10.0 萬 | 0.00% | +11,412 | 新進 |
| Mezzasalma Advisors, LLC | 10,852 | $9.54 萬 | 0.03% | +226+2.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,900 | $9.52 萬 | 0.01% | 00.0% | 不變 |
| Hara Capital LLC | 10,774 | $9.47 萬 | 0.06% | 00.0% | 不變 |
| StoneX Group Inc. | 10,369 | $9.11 萬 | 0.00% | +16+0.2% | 加碼 |
| US Bancorp | 8,997 | $7.91 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 7,897 | $6.94 萬 | 0.01% | 00.0% | 不變 |
| WPG Advisers, LLC | 6,100 | $5.36 萬 | 0.05% | +3,509+135.4% | 加碼 |
| North Star Investment Management Corp. | 4,931 | $4.33 萬 | 0.00% | +57+1.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,364 | $2.08 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2,190 | $1.93 萬 | 0.00% | −40,230−94.8% | 減碼 |
| Wolverine Asset Management LLC | 2,009 | $1.77 萬 | 0.00% | −7,455−78.8% | 減碼 |
| GWM Advisors LLC | 1,845 | $1.62 萬 | 0.00% | +38+2.1% | 加碼 |
| CWM, LLC | 1,737 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,670 | $1.47 萬 | 0.00% | −1,131−40.4% | 減碼 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,000 | $8,750 | 0.00% | +1,000 | 新進 |
| Allworth Financial LP | 850 | $7,293 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 708 | $6,223 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $4,395 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 409 | $3,591 | 0.00% | +409 | 新進 |
| EverSource Wealth Advisors, LLC | 400 | $3,516 | 0.00% | +400 | 新進 |
| Sandy Spring Bank | 200 | $1,758 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 75 | $660 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 0 | $0 | 0.00% | −52,028−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −50,627−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,139−100.0% | 清倉 |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −32,338−100.0% | 清倉 |
| Rpo LLC | 0 | $0 | 0.00% | −21,006−100.0% | 清倉 |