ENVESTNET ASSET MANAGEMENT INC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1407543
Berwyn, PA
Position in WIW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$547,604
+$68,447 QoQ
Shares Held
65,191
+15.1% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 100 holders
Holding Since
Jun 2020
22 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. WIW ranks #171 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in WIW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,604 | 65,191 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $479,157 | 56,638 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,053 | 56,118 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $502,231 | 56,494 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $463,097 | 52,865 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $377,134 | 42,905 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,692,902 | 204,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,580,759 | 178,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,515,843 | 178,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,456,372 | 168,757 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $99,739 | 11,504 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,346 | 25,923 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $378,472 | 41,728 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $386,935 | 36,746 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $496,181 | 41,314 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $772,797 | 56,907 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $575,151 | 43,277 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $510,110 | 38,910 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $436,981 | 35,936 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $374,087 | 30,144 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $265,286 | 23,602 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $139,783 | 12,754 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||