WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - WIW
Detailed investor-level table based on 13F positions.
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 | 7,208,667 | 60,985 | 0.0% | 0.0% | 1 | -29,422 | -0.41% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,412,848 | 11,952 | 0.0% | 0.0% | 2 | -4,087 | -0.29% | Q1 2026 | May 11, 2026 |
| 1607 Capital Partners, LLC | History | No change | 1,192,990 | 10,092 | 0.73% | 0.7% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,075,268 | 9,096 | 0.02% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 1,023,197 | 8,656 | 1.36% | 1.37% | 5 | +7,800 | 0.77% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 963,439 | 8,150 | 0.41% | 0.46% | 6 | -165,515 | -14.66% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 920,699 | 7,789 | 0.0% | 0.0% | 7 | -9,028 | -0.97% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 870,715 | 7,366 | 0.06% | 0.06% | 8 | -41,828 | -4.58% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 777,957 | 6,581 | 0.0% | 0.0% | 9 | +26,325 | 3.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 670,242 | 5,670 | 0.0% | 0.0% | 10 | -68,213 | -9.24% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 600,354 | 5,078 | 0.02% | 0.04% | 11 | -373,974 | -38.38% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 556,785 | 4,710 | 0.01% | 0.01% | 12 | +517 | 0.09% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 490,058 | 4,145 | 0.0% | 0.0% | 13 | -1,493 | -0.3% | Q1 2026 | May 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 462,748 | 3,914 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 353,195 | 2,988 | 0.0% | 0.0% | 15 | +31,198 | 9.69% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 282,562 | 2,390 | 0.0% | 0.0% | 16 | -3,590 | -1.25% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 265,508 | 2,246 | 0.0% | 0.0% | 17 | -2,128 | -0.8% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 251,868 | 2,130 | 0.0% | 0.0% | 18 | +63,836 | 33.95% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 244,874 | 2,071 | 0.05% | 0.04% | 19 | +9,244 | 3.92% | Q1 2026 | Apr 17, 2026 |
| Matisse Capital | History | No change | 230,000 | 1,945 | 0.83% | 0.88% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atala Financial Inc | History | Added to | 192,584 | 1,630 | 1.09% | 1.03% | 21 | +5,000 | 2.67% | Q1 2026 | Apr 10, 2026 |
| TrueMark Investments, LLC | History | Added to | 190,656 | 1,612 | 0.31% | 0.3% | 22 | +9,696 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Ionic Capital Management LLC | History | No change | 170,464 | 1,442 | 0.11% | 0.19% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 156,450 | 1,323 | 0.15% | 0.14% | 24 | +4,800 | 3.17% | Q1 2026 | May 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 156,351 | 1,322 | 1.35% | 0.7% | 25 | +17,900 | 12.93% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 140,832 | 1,191 | 0.02% | 0.02% | 26 | +19,388 | 15.96% | Q1 2026 | May 15, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 140,585 | 1,189 | 0.03% | 0.11% | 27 | -283,992 | -66.89% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 123,251 | 1,042 | 0.29% | 0.32% | 28 | -14,703 | -10.66% | Q1 2026 | May 04, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 118,814 | 1,005 | 0.27% | 0.25% | 29 | +13,386 | 12.7% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 108,361 | 916 | 0.03% | 0.03% | 30 | +6,737 | 6.63% | Q1 2026 | Apr 08, 2026 |
| Cutler Capital Management, LLC | History | Added to | 106,092 | 897 | 0.24% | 0.26% | 31 | +2,200 | 2.12% | Q1 2026 | May 15, 2026 |
| GRACE & WHITE INC /NY | History | No change | 97,961 | 828 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GatePass Capital, LLC | History | New | 97,200 | 822 | 0.38% | — | 33 | +97,200 | New | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 95,163 | 805 | 0.0% | 0.0% | 34 | -11,782 | -11.02% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 85,800 | 725 | 0.01% | 0.01% | 35 | +2,200 | 2.63% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | New | 85,587 | 724 | 0.0% | — | 36 | +85,587 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 84,342 | 713 | 0.03% | 0.01% | 37 | +69,003 | 449.85% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 83,413 | 705 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 72,553 | 613 | 0.06% | 0.07% | 39 | +435 | 0.6% | Q1 2026 | May 04, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 68,910 | 589 | 0.25% | 0.24% | 40 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 68,447 | 579 | 0.0% | 0.0% | 41 | -3,223 | -4.5% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 68,025 | 575 | 0.0% | 0.0% | 42 | -18,375 | -21.27% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 66,332 | 561 | 0.0% | — | 43 | +66,332 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 65,420 | 553 | 0.0% | 0.0% | 44 | -26,597 | -28.9% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 56,638 | 479 | 0.0% | 0.0% | 45 | +520 | 0.93% | Q1 2026 | May 04, 2026 |
| Concorde Asset Management, LLC | History | No change | 55,250 | 474 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 52,810 | 453 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 52,519 | 444 | 0.0% | — | 48 | +52,519 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 50,470 | 426 | 0.0% | 0.0% | 49 | +1,149 | 2.33% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 42,123 | 356 | 0.0% | 0.0% | 50 | +14,132 | 50.49% | Q1 2026 | May 04, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 35,680 | 301 | 0.02% | 0.18% | 51 | +763 | 2.19% | Q1 2026 | Apr 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 34,406 | 291 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,639 | 228 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 26,066 | 220 | 0.11% | 0.13% | 54 | -4,558 | -14.88% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 22,147 | 185 | 0.0% | 0.0% | 55 | -1,330 | -5.67% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 21,219 | 179 | 0.02% | 0.02% | 56 | +302 | 1.44% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,617 | 157 | 0.0% | 0.0% | 57 | -237 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,305 | 154 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 17,210 | 147 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | No change | 16,633 | 140 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,782 | 125 | 0.0% | — | 61 | +14,782 | New | Q1 2026 | May 15, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 14,317 | 121 | 0.08% | 0.09% | 62 | -1,942 | -11.94% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,753 | 116 | 0.0% | 0.0% | 63 | -4,865 | -26.13% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,604 | 115 | 0.0% | 0.0% | 64 | -617 | -4.34% | Q1 2026 | Apr 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 12,566 | 106 | 0.01% | 0.01% | 65 | -2,263 | -15.26% | Q1 2026 | Apr 15, 2026 |
| DKM Wealth Management, Inc. | History | No change | 12,000 | 101 | 0.07% | 0.08% | 66 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 11,825 | 100 | 0.03% | 0.02% | 67 | +255 | 2.2% | Q1 2026 | Apr 17, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 11,356 | 96 | 0.01% | — | 68 | +11,356 | New | Q1 2026 | May 11, 2026 |
| Fiera Capital Corp | History | Reduced | 11,218 | 94 | 0.0% | 0.0% | 69 | -15,679 | -58.29% | Q1 2026 | May 12, 2026 |
| Commerce Advisors, LLC | History | New | 11,000 | 93 | 0.08% | — | 70 | +11,000 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,303 | 87 | 0.0% | 0.0% | 71 | -7,516 | -42.18% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 9,118 | 77 | 0.01% | 0.01% | 72 | -1,832 | -16.73% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 8,418 | 71 | 0.0% | — | 73 | +8,418 | New | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 6,924 | 58 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hara Capital LLC | History | No change | 6,774 | 57 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 6,546 | 55 | 0.02% | — | 76 | +6,546 | New | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 5,696 | 48 | 0.04% | 0.03% | 77 | +435 | 8.27% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,176 | 43 | 0.0% | 0.0% | 78 | +64 | 1.25% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,500 | 38 | 0.0% | — | 79 | +4,500 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,000 | 25 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,364 | 19 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 1,887 | 15 | 0.0% | — | 82 | +1,887 | New | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | No change | 1,670 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 1,737 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 1,300 | 10 | 0.0% | 0.0% | 85 | +1,000 | 333.33% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 8 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 632 | 5 | 0.0% | — | 88 | +632 | New | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 708 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 4 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -238,911 | -100.0% | Q1 2026 | Apr 30, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -80,982 | -100.0% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,481 | -100.0% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,542 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,365 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,722 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,864 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,424 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,545 | -100.0% | Q1 2026 | May 07, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,030 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,968 | -100.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | — | — | -84 | -100.0% | Q1 2026 | May 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 43 | 0 | — | 0.0% | — | -74 | -63.25% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 21 | 0 | — | — | — | +16 | 320.0% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |