STIFEL FINANCIAL CORP
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 720672
ST. LOUIS, MO
Position in WIW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,045,072
-$201,125 QoQ
Shares Held
243,461
-8.3% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. WIW ranks #101 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in WIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045,072 | 243,461 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,246,197 | 265,508 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,298,993 | 267,636 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,344,052 | 263,673 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,284,108 | 260,743 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,344,749 | 266,752 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,205,914 | 266,737 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,757,885 | 311,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,982,320 | 350,449 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,067,015 | 355,390 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,723,627 | 314,144 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,896,407 | 351,933 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,968,586 | 335,055 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,220,387 | 351,955 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,488,435 | 382,085 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,790,120 | 528,128 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,255,869 | 499,133 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,097,236 | 507,680 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,045,865 | 371,566 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,592,532 | 345,563 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,068,793 | 310,358 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,129,802 | 339,622 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,831,055 | 228,127 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,597,698 | 231,112 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,489,814 | 135,932 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,386,170 | 144,997 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||