WIW · Western Asset Inflation-Linked Opportunities & Income Fund

$8.32 -0.04 (-0.42%)

Market Cap

$510.28M

61.18M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 100

Total Value: $194,466,519

Total Shares: 23,150,780

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 100 13F filers · Δ vs Mar 31, 2026

Top Holder

33.0%

+2.0 pts

Top 5

49.6%

−1.6 pts

Top 10

65.2%

−4.1 pts

HHI

1,246

Broadly held+77

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: -1.1%

Shares held: -0.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Saba Capital Management, L.P.	+613,324	753,909
Mega MORGAN STANLEY	+425,634	7,634,301
Small GatePass Capital, LLC	+284,450	381,650
Mega JANE STREET GROUP, LLC	+87,975	138,445
Mid WOLVERINE ASSET MANAGEMENT LLC	+78,257	120,380

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega WELLS FARGO & COMPANY/MN	−1,412,167	681
Small 1607 Capital Partners, LLC	−484,938	708,052
Mid Private Advisor Group, LLC	−465,294	135,060
Mega LPL Financial LLC	−103,388	566,854
Large GUGGENHEIM CAPITAL LLC	−94,805	775,910

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Atlas Wealth LLC	415,617	$3,491,182
Small Waterloo Capital, L.P.	361,156	$3,033,710
Mid Advisors Asset Management, Inc.	195,523	$1,642,393
Mid XTX Topco Ltd	68,056	$571,670
Large READYSTATE ASSET MANAGEMENT LP	43,411	$364,652

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Concorde Asset Management, LLC	68,050	$575,703
Small BlackDiamond Wealth Management, LLC	26,066	$220,518
Mid Sowell Financial Services LLC	16,633	$140,715
Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12,566	$106,308
Small Mezzasalma Advisors, LLC	11,825	$100,039

Filter: New 15 Increased 40 Reduced 18 Sold out 10 Unchanged 27

Showing 100 of 100

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$64,128,128

32.98%

7,634,301

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	21,400	$179,760	0.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,108,680	$17,712,912	27.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,504,221	$46,235,456	72.1%	Defined

Allspring Global Investments Holdings, LLC

$9,032,251

4.64%

1,075,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	1,075,268	$9,032,251	100.0%	Defined

PenderFund Capital Management Ltd.

$8,389,474

4.31%

998,747

Invesco Ltd.

$7,589,945

3.90%

903,565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	62,009	$520,875	6.9%	Defined
Invesco Capital Management LLC	841,556	$7,069,070	93.1%	Defined

RIVERNORTH CAPITAL MANAGEMENT, LLC

$7,358,391

3.78%

875,999

BANK OF AMERICA CORP /DE/

$6,663,820

3.43%

793,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	793,312	$6,663,820	100.0%	Defined

GUGGENHEIM CAPITAL LLC

$6,517,644

3.35%

775,910

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	770,500	$6,472,200	99.3%	Defined
SECURITY INVESTORS LLC	5,410	$45,444	0.7%	Defined

Saba Capital Management, L.P.

$6,332,835

3.26%

753,909

1607 Capital Partners, LLC

$5,947,636

3.06%

708,052

Baird Financial Group, Inc.

$4,844,901

2.49%

576,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	572,745	$4,811,058	99.3%	Defined
BAIRD TRUST Co	4,029	$33,843	0.7%	Defined

LPL Financial LLC

$4,761,573

2.45%

566,854

HighTower Advisors, LLC

$4,127,709

2.12%

491,394

CAPSTONE INVESTMENT ADVISORS, LLC

$3,887,083

2.00%

462,748

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Capstone Investment Advisors (UK), LLP	462,748	$3,887,083	100.0%	Defined

Atlas Wealth LLC

$3,491,182

1.80%

415,617

GatePass Capital, LLC

$3,205,860

1.65%

381,650

FIRST TRUST ADVISORS LP

$3,150,260

1.62%

375,031

Waterloo Capital, L.P.

$3,033,710

1.56%

361,156

OSAIC HOLDINGS, INC.

$2,419,057

1.24%

287,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	287,983	$2,419,057	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$2,416,881

1.24%

287,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	273,906	$2,300,810	95.2%	Defined
Raymond James Financial Services Advisors, Inc.	13,818	$116,071	4.8%	Defined

RIVERBRIDGE PARTNERS LLC

$2,116,842

1.09%

252,005

STIFEL FINANCIAL CORP

$2,045,072

1.05%

243,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	243,461	$2,045,072	100.0%	Defined

Matisse Capital

$1,932,000

0.99%

230,000

TrueMark Investments, LLC

$1,714,784

0.88%

204,141

Advisors Asset Management, Inc.

$1,642,393

0.84%

195,523

Atala Financial Inc

$1,617,705

0.83%

192,584

Summit Financial, LLC

$1,458,080

0.75%

173,581

Closed-End Fund Advisors, Inc.

$1,319,690

0.68%

157,106

Wakefield Asset Management LLLP

$1,263,788

0.65%

150,451

NWF Advisory Services Inc.

$1,215,060

0.62%

144,650

JANE STREET GROUP, LLC

$1,162,937

0.60%

138,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	84,903	$713,185	61.3%	Defined
Jane Street Global Trading, LLC	53,542	$449,752	38.7%	Defined

Private Advisor Group, LLC

$1,134,504

0.58%

135,060

ROBERTS GLORE & CO INC /IL/

$1,039,214

0.53%

123,716

WOLVERINE ASSET MANAGEMENT LLC

$1,011,192

0.52%

120,380

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	120,380	$1,011,192	100.0%	Defined

Dynamic Advisor Solutions LLC

$967,680

0.50%

115,200

Ionic Capital Management LLC

$964,219

0.50%

114,788

Cutler Capital Management, LLC

$940,732

0.48%

111,992

GRACE & WHITE INC /NY

$822,872

0.42%

97,961

OPPENHEIMER & CO INC

$777,000

0.40%

92,500

PFG Investments, LLC

$708,498

0.36%

84,345

TWIN FOCUS CAPITAL PARTNERS, LLC

$700,669

0.36%

83,413

Cetera Investment Advisers

$634,082

0.33%

75,486

HBW ADVISORY SERVICES LLC

$609,445

0.31%

72,553

Janney Montgomery Scott LLC

$589,831

0.30%

70,218

ROYAL BANK OF CANADA

$584,673

0.30%

69,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	69,604	$584,673	100.0%	Defined

ROBINSON CAPITAL MANAGEMENT, LLC

$578,844

0.30%

68,910

XTX Topco Ltd

$571,670

0.29%

68,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	68,056	$571,670	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$547,604

0.28%

65,191

UBS Group AG

$530,460

0.27%

63,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	54,310	$456,204	86.0%	Defined
UBS AG	8,840	$74,256	14.0%	Defined

FIFTH THIRD BANCORP

$408,290

0.21%

48,606

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	48,606	$408,290	100.0%	Defined

READYSTATE ASSET MANAGEMENT LP

$364,652

0.19%

43,411

PVG ASSET MANAGEMENT CORP

$348,709

0.18%

41,513

UHLMANN PRICE SECURITIES, LLC

$306,356

0.16%

36,471

AlphaStar Capital Management, LLC

$289,800

0.15%

34,500

HOLLENCREST CAPITAL MANAGEMENT

$289,010

0.15%

34,406

Global Retirement Partners, LLC

$280,358

0.14%

33,376

HRT FINANCIAL LP

$256,754

0.13%

30,566

Corient Private Wealth LLC

$247,153

0.13%

29,423

Quantinno Capital Management LP

$247,144

0.13%

29,422

CITADEL ADVISORS LLC

$233,763

0.12%

27,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	27,829	$233,763	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$215,199

0.11%

25,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	25,619	$215,199	100.0%	Other

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

$193,074

0.10%

22,985

Mariner, LLC

$190,386

0.10%

22,665

Merit Financial Group, LLC

$171,108

0.09%

20,370

Steward Partners Investment Advisory, LLC

$153,762

0.08%

18,305

Virtu Financial LLC

$135,055

0.07%

16,078

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	16,078	$135,055	100.0%	Defined

ACCREDITED INVESTOR SERVICES, LLC

$126,176

0.06%

15,021

MML INVESTORS SERVICES, LLC

$117,826

0.06%

14,027

PARK AVENUE SECURITIES LLC

$116,944

0.06%

13,922

Fiera Capital Corp

$107,469

0.06%

12,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	12,794	$107,469	100.0%	Other

VERUS CAPITAL PARTNERS, LLC

$106,629

0.05%

12,694

INVESTMENT ADVISORY SERVICES INC /TX /ADV

$101,640

0.05%

12,100

DKM Wealth Management, Inc.

$100,800

0.05%

12,000

Capital Investment Advisors, LLC

$95,709

0.05%

11,394

Cambridge Investment Research Advisors, Inc.

$85,688

0.04%

10,201

Pinnacle Wealth Planning Services, Inc.

$81,186

0.04%

9,665

Clear Street Group Inc.

$70,980

0.04%

8,450

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$58,161

0.03%

6,924

Hara Capital LLC

$56,901

0.03%

6,774

Thomas J. Herzfeld Advisors, Inc.

$54,986

0.03%

6,546

WPG Advisers, LLC

$50,610

0.03%

6,025

Arax Advisory Partners

$49,207

0.03%

5,858

North Star Investment Management Corp.

$44,041

0.02%

5,243

Integrated Wealth Concepts LLC

$38,774

0.02%

4,616

HARBOUR INVESTMENTS, INC.

$37,800

0.02%

4,500

BARTLETT & CO. WEALTH MANAGEMENT LLC

$25,200

0.01%

3,000

GABLES CAPITAL MANAGEMENT INC.

$19,857

0.01%

2,364

NewEdge Advisors, LLC

$17,270

0.01%

2,056

WHITTIER TRUST CO OF NEVADA INC

$15,850

0.01%

1,887

Allworth Financial LP

$13,440

0.01%

1,600

IFP Advisors, Inc

$8,400

0.00%

1,000

Federation des caisses Desjardins du Quebec

$8,400

0.00%

1,000

Key Financial Inc

$5,947

0.00%

708

WELLS FARGO & COMPANY/MN

$5,720

0.00%

681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	680	$5,712	99.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$8	0.1%	Defined

Rockefeller Capital Management L.P.

$5,308

0.00%

632

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	632	$5,308	100.0%	Defined

MARK SHEPTOFF FINANCIAL PLANNING, LLC

$4,200

0.00%

500

HIGHLINE WEALTH PARTNERS LLC

$2,100

0.00%

250

Atlantic Union Bankshares Corp

$1,680

0.00%

200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSB Wealth Management, Inc.	200	$1,680	100.0%	Sole

BFSG, LLC

$630

0.00%

MCGUIRE CAPITAL ADVISORS INC

$361

0.00%

Bogart Wealth, LLC

$176

0.00%

Key facts CIK 1267902 CUSIP 95766R104 13F (30d) 83 filings 82 filers Visit website Investor relations