FIRST TRUST ADVISORS LP
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1125816
Wheaton, IL
Position in WIW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,150,260
+$162,231 QoQ
Shares Held
375,031
+6.2% QoQ
Ownership
0.613%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $2,547,930,904 across 103 Asset Management names. WIW ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,075,144 | $493,233,061 | |
| 2 | TROW |
Price T Rowe Group Inc
|
3,902,311 | $443,653,737 | |
| 3 | STT |
State Street Corp
|
2,148,846 | $364,444,281 | |
| 4 | RJF |
Raymond James Financial Inc
|
1,887,400 | $286,941,422 | |
| 5 | BX |
Blackstone Inc.
|
1,474,305 | $173,481,469 | |
| 6 | SEIC |
Sei Investments Co
|
1,501,972 | $131,737,963 | |
| 7 | NTRS |
Northern Trust Corp
|
649,498 | $112,908,732 | |
| 8 | FHI |
Federated Hermes, Inc.
|
1,198,348 | $66,172,776 |
All Filings in WIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,150,260 | 375,031 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,988,029 | 353,195 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,765,954 | 321,997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,621,527 | 294,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,779,821 | 203,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,412,570 | 160,702 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $768,671 | 92,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $330,315 | 37,366 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $339,149 | 39,853 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $359,534 | 41,661 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $695,984 | 80,275 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $683,032 | 82,993 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $717,296 | 80,959 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $734,690 | 80,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $848,222 | 92,905 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $872,588 | 96,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,072,164 | 101,820 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,225,716 | 102,058 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $984,550 | 72,500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $957,052 | 72,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $645,195 | 49,214 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $578,657 | 47,587 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $591,882 | 47,694 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $549,051 | 48,848 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $549,863 | 50,170 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $505,743 | 52,902 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||