WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - WIW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 7,238,089 | 62,175 | 0.0% | 0.0% | 1 | -169,014 | -2.28% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,416,935 | 12,171 | 0.0% | 0.0% | 2 | -56,523 | -3.84% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,192,990 | 10,247 | 0.7% | 0.97% | 3 | -255,300 | -17.63% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 1,128,954 | 9,697 | 0.46% | 0.86% | 4 | -570,513 | -33.57% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,075,268 | 9,236 | 0.01% | 0.02% | 5 | -103,550 | -8.78% | Q4 2025 | Jan 15, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 1,015,397 | 8,722 | 1.37% | 1.51% | 6 | +8,700 | 0.86% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 974,328 | 8,369 | 0.04% | 0.04% | 7 | +94,162 | 10.7% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 929,727 | 7,986 | 0.0% | 0.0% | 8 | -94,758 | -9.25% | Q4 2025 | Feb 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 912,543 | 7,838 | 0.06% | 0.06% | 9 | -6,029 | -0.66% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 751,632 | 6,456 | 0.0% | 0.0% | 10 | -20,638 | -2.67% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 738,455 | 6,343 | 0.0% | 0.0% | 11 | +9,963 | 1.37% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 556,268 | 4,778 | 0.01% | 0.01% | 12 | +20,470 | 3.82% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 491,551 | 4,222 | 0.0% | 0.0% | 13 | -2,894 | -0.59% | Q4 2025 | Feb 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 462,748 | 3,975 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | History | Added to | 424,577 | 3,647 | 0.11% | 0.02% | 15 | +324,577 | 324.58% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 321,997 | 2,765 | 0.0% | 0.0% | 16 | +27,112 | 9.19% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 286,152 | 2,458 | 0.0% | 0.0% | 17 | +8,066 | 2.9% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 267,636 | 2,298 | 0.0% | 0.0% | 18 | +3,963 | 1.5% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 238,911 | 2,052 | 0.37% | 0.56% | 19 | -87,763 | -26.87% | Q4 2025 | Feb 06, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 235,630 | 2,024 | 0.04% | 0.01% | 20 | +144,223 | 157.78% | Q4 2025 | Jan 13, 2026 |
| Matisse Capital | History | No change | 230,000 | 1,975 | 0.88% | 0.92% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 188,032 | 1,615 | 0.0% | 0.0% | 22 | +2,669 | 1.44% | Q4 2025 | Feb 18, 2026 |
| Atala Financial Inc | History | Reduced | 187,584 | 1,611 | 1.03% | 1.19% | 23 | -27,109 | -12.63% | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | Added to | 180,960 | 1,554 | 0.3% | 0.27% | 24 | +4,444 | 2.52% | Q4 2025 | Jan 14, 2026 |
| Ionic Capital Management LLC | History | Added to | 170,464 | 1,464 | 0.19% | 0.14% | 25 | +14,224 | 9.1% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 151,650 | 1,302 | 0.14% | 0.15% | 26 | -4,600 | -2.94% | Q4 2025 | Mar 03, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 138,451 | 1,189 | 0.7% | — | 27 | +138,451 | New | Q4 2025 | Feb 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 137,954 | 1,185 | 0.32% | 0.36% | 28 | -10,466 | -7.05% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 121,444 | 1,043 | 0.02% | 0.01% | 29 | +78,372 | 181.96% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 106,945 | 919 | 0.0% | 0.0% | 30 | +3,512 | 3.4% | Q4 2025 | Feb 11, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 105,428 | 905 | 0.25% | 0.75% | 31 | -204,073 | -65.94% | Q4 2025 | Feb 05, 2026 |
| Cutler Capital Management, LLC | History | No change | 103,892 | 892 | 0.26% | 0.29% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 101,624 | 872 | 0.03% | 0.02% | 33 | +11,978 | 13.36% | Q4 2025 | Jan 09, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 97,961 | 841 | 0.15% | 0.19% | 34 | -24,408 | -19.95% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 92,017 | 790 | 0.0% | 0.0% | 35 | +631 | 0.69% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 86,400 | 742 | 0.0% | — | 36 | +86,400 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 83,600 | 718 | 0.01% | 0.01% | 37 | +12,950 | 18.33% | Q4 2025 | Feb 02, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 83,413 | 716 | 0.08% | 0.08% | 38 | +11,450 | 15.91% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 80,982 | 695 | 0.03% | — | 39 | +80,982 | New | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 72,118 | 619 | 0.07% | 0.05% | 40 | +22,055 | 44.05% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 71,670 | 615 | 0.0% | 0.0% | 41 | -3,504 | -4.66% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 68,910 | 591 | 0.24% | 0.32% | 42 | +170 | 0.25% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,118 | 482 | 0.0% | 0.0% | 43 | -376 | -0.67% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Added to | 55,250 | 474 | 0.19% | 0.18% | 44 | +7,700 | 16.19% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 52,810 | 453 | 0.0% | 0.0% | 45 | +2,563 | 5.1% | Q4 2025 | Jan 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 50,481 | 434 | 0.53% | 0.03% | 46 | -109,100 | -68.37% | Q4 2025 | Feb 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,321 | 423 | 0.0% | 0.0% | 47 | +38,372 | 350.46% | Q4 2025 | Feb 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 34,917 | 299 | 0.18% | 0.19% | 48 | -368 | -1.04% | Q4 2025 | Jan 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 34,406 | 295 | 0.01% | 0.02% | 49 | -19,436 | -36.1% | Q4 2025 | Feb 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 30,624 | 265 | 0.13% | 0.14% | 50 | +781 | 2.62% | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 27,991 | 240 | 0.0% | — | 51 | +27,991 | New | Q4 2025 | Feb 02, 2026 |
| Fiera Capital Corp | History | Reduced | 26,897 | 231 | 0.0% | 0.01% | 52 | -237,486 | -89.83% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | New | 26,639 | 228 | 0.0% | — | 53 | +26,639 | New | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 23,477 | 201 | 0.0% | 0.0% | 54 | +362 | 1.57% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 21,542 | 185 | 0.01% | — | 55 | +21,542 | New | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 20,917 | 179 | 0.02% | 0.02% | 56 | +157 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,854 | 161 | 0.0% | 0.0% | 57 | -813 | -4.13% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,618 | 159 | 0.0% | 0.0% | 58 | -1,038 | -5.28% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 18,365 | 157 | 0.0% | — | 59 | +18,365 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,305 | 157 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,819 | 153 | 0.0% | — | 61 | +17,819 | New | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 17,210 | 147 | 0.01% | 0.01% | 62 | +192 | 1.13% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,633 | 142 | 0.01% | 0.01% | 63 | -333 | -1.96% | Q4 2025 | Jan 21, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 16,259 | 139 | 0.09% | 0.1% | 64 | -746 | -4.39% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | New | 15,339 | 131 | 0.01% | — | 65 | +15,339 | New | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,829 | 127 | 0.01% | 0.01% | 66 | +469 | 3.27% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,221 | 122 | 0.0% | 0.0% | 67 | -1,571 | -9.95% | Q4 2025 | Jan 05, 2026 |
| DKM Wealth Management, Inc. | History | No change | 12,000 | 103 | 0.08% | 0.09% | 68 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | New | 11,722 | 100 | 0.0% | — | 69 | +11,722 | New | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 11,570 | 99 | 0.02% | 0.03% | 70 | +244 | 2.15% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 10,950 | 94 | 0.01% | 0.01% | 71 | -398 | -3.51% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,864 | 93 | 0.01% | — | 72 | +10,864 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,424 | 63 | 0.0% | — | 73 | +7,424 | New | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 6,924 | 59 | 0.01% | 0.01% | 74 | -892 | -11.41% | Q4 2025 | Feb 09, 2026 |
| Hara Capital LLC | History | Reduced | 6,774 | 58 | 0.03% | 0.05% | 75 | -2,400 | -26.16% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 6,545 | 56 | 0.0% | — | 76 | +6,545 | New | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,261 | 45 | 0.03% | 0.04% | 77 | -241 | -4.38% | Q4 2025 | Jan 28, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 5,030 | 43 | 0.02% | 0.02% | 79 | -644 | -11.35% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,112 | 43 | 0.0% | 0.0% | 78 | +61 | 1.21% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,000 | 25 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,364 | 20 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,968 | 16 | 0.0% | 0.0% | 82 | +42 | 2.18% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | No change | 1,737 | 15 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 1,670 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 8 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 708 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 582 | 4 | 0.0% | — | 89 | +582 | New | Q4 2025 | Feb 18, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 300 | 2 | 0.0% | — | 90 | +300 | New | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 250 | 2 | 0.0% | — | 91 | +250 | New | Q4 2025 | Jan 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 117 | 1 | 0.0% | — | 93 | +117 | New | Q4 2025 | Feb 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -86,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -76,906 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Traub Capital Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -21,612 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,680 | -100.0% | Q3 2025 | Nov 18, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,746 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,190 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 21, 2026 |
| BFSG, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |