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 2 季 13F 持有人
Western Asset Inflation-Linked Opportunities & Income Fund 在 2025/6/30 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 2025 年第 1 季 −2 家
- 持有股數
- 2,545 萬
- 較 2025 年第 1 季 +4.82 萬 (+0.2%)
- 總市值
- $2.23 億
- 較 2025 年第 1 季 +$767.2 萬 (+3.6%)
- 新進機構
- 11
- 另有 35 家加碼
- 清倉機構
- 13
- 另有 27 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,384,863 | $6,469 萬 | 0.00% | +31,241+0.4% | 加碼 |
| 1607 Capital Partners, LLC | 1,957,890 | $1,715 萬 | 1.39% | +30,762+1.6% | 加碼 |
| Rivernorth Capital Management, LLC | 1,949,219 | $1,708 萬 | 0.94% | −18,550−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,819,653 | $1,594 萬 | 0.03% | −104,018−5.4% | 減碼 |
| Wells Fargo & Company | 1,491,330 | $1,306 萬 | 0.00% | +23,401+1.6% | 加碼 |
| PenderFund Capital Management Ltd. | 995,797 | $872.3 萬 | 2.06% | +28,941+3.0% | 加碼 |
| Invesco Ltd. | 994,948 | $871.6 萬 | 0.00% | +7,860+0.8% | 加碼 |
| Guggenheim Capital LLC | 845,457 | $740.6 萬 | 0.06% | +107,360+14.5% | 加碼 |
| Private Advisor Group, LLC | 807,090 | $707.0 萬 | 0.04% | −23,986−2.9% | 減碼 |
| Bank of America Corp | 713,059 | $624.6 萬 | 0.00% | +23,152+3.4% | 加碼 |
| Baird Financial Group, Inc. | 533,886 | $467.7 萬 | 0.01% | +19,228+3.7% | 加碼 |
| HighTower Advisors, LLC | 497,533 | $435.8 萬 | 0.01% | −286−0.1% | 減碼 |
| Capstone Investment Advisors, LLC | 462,748 | $405.4 萬 | 0.03% | +106,074+29.7% | 加碼 |
| Wakefield Asset Management LLLP | 300,938 | $263.6 萬 | 0.74% | −1,912−0.6% | 減碼 |
| Advisor Group Holdings, Inc. | 273,186 | $239.3 萬 | 0.00% | +67,220+32.6% | 加碼 |
| Stifel Financial Corp | 260,743 | $228.4 萬 | 0.00% | −6,009−2.3% | 減碼 |
| Fiera Capital Corp | 257,700 | $225.7 萬 | 0.01% | −6,246−2.4% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 245,397 | $215.0 萬 | 0.48% | +79,119+47.6% | 加碼 |
| Matisse Capital | 230,000 | $201.5 萬 | 0.95% | −533−0.2% | 減碼 |
| Atala Financial Inc | 214,693 | $188.1 萬 | 1.30% | 00.0% | 不變 |
| First Trust Advisors LP | 203,176 | $178.0 萬 | 0.00% | +42,474+26.4% | 加碼 |
| Raymond James Financial Inc | 184,419 | $161.6 萬 | 0.00% | +24,749+15.5% | 加碼 |
| UBS Group AG | 180,877 | $158.4 萬 | 0.00% | +50,800+39.1% | 加碼 |
| Sit Investment Associates Inc | 166,249 | $145.6 萬 | 0.03% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 156,750 | $137.3 萬 | 0.16% | +300+0.2% | 加碼 |
| Roberts Glore & Co Inc | 149,138 | $130.6 萬 | 0.38% | −6,452−4.1% | 減碼 |
| Ionic Capital Management LLC | 144,740 | $126.8 萬 | 1.42% | +15,000+11.6% | 加碼 |
| Riverbridge Partners LLC | 137,320 | $120.3 萬 | 0.02% | −36,796−21.1% | 減碼 |
| Grace & White Inc | 124,620 | $109.2 萬 | 0.20% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 105,273 | $92.2 萬 | 0.00% | −3,047−2.8% | 減碼 |
| Cutler Capital Management, LLC | 101,492 | $88.9 萬 | 0.31% | +10,827+11.9% | 加碼 |
| Royal Bank of Canada | 93,106 | $81.6 萬 | 0.00% | +6,625+7.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 87,664 | $76.8 萬 | 0.02% | −496−0.6% | 減碼 |
| Stansberry Asset Management, LLC | 83,327 | $73.0 萬 | 0.08% | +4,789+6.1% | 加碼 |
| LPL Financial LLC | 78,674 | $68.9 萬 | 0.00% | −451,700−85.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 75,068 | $65.8 萬 | 0.02% | +6,125+8.9% | 加碼 |
| PFG Investments, LLC | 73,133 | $64.1 萬 | 0.04% | +20.0% | 加碼 |
| Traub Capital Management LLC | 69,411 | $60.8 萬 | 0.56% | +69,411 | 新進 |
| Robinson Capital Management, LLC | 68,740 | $60.2 萬 | 0.25% | +68,740 | 新進 |
| Twin Focus Capital Partners, LLC | 67,463 | $59.1 萬 | 0.08% | +2,400+3.7% | 加碼 |
| Oppenheimer & Co Inc | 65,900 | $57.7 萬 | 0.01% | +12,000+22.3% | 加碼 |
| Cetera Investment Advisers | 57,614 | $50.5 萬 | 0.00% | +2,804+5.1% | 加碼 |
| Readystate Asset Management LP | 56,153 | $49.2 萬 | 0.02% | −17,014−23.3% | 減碼 |
| Hollencrest Capital Management | 53,842 | $47.2 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 52,865 | $46.3 萬 | 0.00% | +9,960+23.2% | 加碼 |
| Comerica Bank | 51,153 | $44.8 萬 | 0.00% | +4,672+10.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 43,816 | $38.4 萬 | 0.03% | −24,756−36.1% | 減碼 |
| Uhlmann Price Securities, LLC | 32,181 | $28.2 萬 | 0.20% | −1,635−4.8% | 減碼 |
| BlackDiamond Wealth Management Inc. | 30,284 | $26.6 萬 | 0.15% | −9,556−24.0% | 減碼 |
| Clear Creek Financial Management, LLC | 28,900 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 23,106 | $20.2 萬 | 0.00% | −675−2.8% | 減碼 |
| Jane Street Group, LLC | 22,847 | $20.0 萬 | 0.00% | +22,847 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,451 | $18.8 萬 | 0.03% | +10,551+96.8% | 加碼 |
| Merit Financial Group, LLC | 19,797 | $17.3 萬 | 0.00% | +8,385+73.5% | 加碼 |
| MML Investors Services, LLC | 19,306 | $16.9 萬 | 0.00% | +344+1.8% | 加碼 |
| Accredited Investor Services, LLC | 18,623 | $16.3 萬 | 0.12% | −569−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 18,305 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 16,966 | $14.9 萬 | 0.01% | −834−4.7% | 減碼 |
| Verus Capital Partners, LLC | 16,859 | $14.8 萬 | 0.01% | −347−2.0% | 減碼 |
| Gries Financial LLC | 16,126 | $14.1 萬 | 0.03% | −1,122−6.5% | 減碼 |
| Walleye Capital LLC | 14,423 | $12.6 萬 | 0.00% | +14,423 | 新進 |
| Nations Financial Group Inc, | 14,175 | $12.4 萬 | 0.01% | +185+1.3% | 加碼 |
| HBW Advisory Services LLC | 14,098 | $12.3 萬 | 0.02% | +14,098 | 新進 |
| Geneos Wealth Management Inc. | 13,066 | $11.4 萬 | 0.00% | +297+2.3% | 加碼 |
| Peapack Gladstone Financial Corp | 12,377 | $10.8 萬 | 0.00% | −4,774−27.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,068 | $10.6 萬 | 0.01% | −57−0.5% | 減碼 |
| DKM Wealth Management, Inc. | 12,000 | $10.5 萬 | 0.09% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 12,000 | $10.5 萬 | 0.00% | +12,000 | 新進 |
| GatePass Capital, LLC | 11,500 | $10.1 萬 | 0.07% | +11,500 | 新進 |
| Mezzasalma Advisors, LLC | 11,089 | $9.71 萬 | 0.03% | +237+2.2% | 加碼 |
| Hara Capital LLC | 10,774 | $9.44 萬 | 0.06% | 00.0% | 不變 |
| WealthShield Partners, LLC | 10,000 | $8.76 萬 | 0.01% | +10,000 | 新進 |
| US Bancorp | 8,997 | $7.88 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 7,816 | $6.85 萬 | 0.01% | −81−1.0% | 減碼 |
| WPG Advisers, LLC | 5,509 | $4.83 萬 | 0.04% | −591−9.7% | 減碼 |
| North Star Investment Management Corp. | 4,991 | $4.37 萬 | 0.00% | +60+1.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,364 | $2.07 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2,190 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,886 | $1.65 萬 | 0.00% | +41+2.2% | 加碼 |
| CWM, LLC | 1,737 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,670 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,150 | $1.01 萬 | 0.00% | +300+35.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,000 | $8,770 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 708 | $6,202 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $4,380 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 500 | $4,380 | 0.00% | +500 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 500 | $4,380 | 0.00% | +500 | 新進 |
| Atlantic Union Bankshares Corp | 200 | $1,752 | 0.00% | +200 | 新進 |
| BFSG, LLC | 75 | $657 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 5 | $40 | 0.00% | −404−98.8% | 減碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,190−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −33,182−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −22,523−100.0% | 清倉 |
| Arnhold LLC | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,557−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −14,963−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,704−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |