LPL Financial LLC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1403438
FORT MILL, SC
Position in WIW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,761,573
-$908,674 QoQ
Shares Held
566,854
-15.4% QoQ
Ownership
0.926%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 100 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. WIW ranks #153 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in WIW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,761,573 | 566,854 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,670,247 | 670,242 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,343,328 | 738,455 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,476,293 | 728,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $689,184 | 78,674 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,661,987 | 530,374 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,676,552 | 444,565 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $467,927 | 52,933 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,434,748 | 521,122 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,566,026 | 297,338 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $288,286 | 33,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $581,054 | 70,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,044,285 | 230,732 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,726,875 | 625,888 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,942,470 | 760,402 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,263,511 | 580,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,128,417 | 581,996 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,083,906 | 589,834 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,707,717 | 714,854 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,744,589 | 432,249 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $277,106 | 21,137 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $256,721 | 21,112 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $228,157 | 18,385 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||