Latest Period
Q1 2026
Security Snapshot
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) Institutional Ownership
CUSIP: 95766R104
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
95
Shares (Excl. Options)
23,238,053
Price
$8.46
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- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- WIW on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 23,238,053
- Total 13F value
- $196,600,467
- Portfolio coverage rank
- 0%
- Share change
- -827,963
- Value change
- -$7,062,151
- Number of holders
- 95
- Shares outstanding
- 61,462,624
- SEC-reported price per share
- $8.49
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WIW - WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest is tracked under CUSIP 95766R104.
- 95 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 97 to 95 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $207,316,803 to $196,600,467.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 95 institutions filings for Q1 2026.
Security key
95766R104
Latest holder period
Q1 2026
13F holders
95
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
WIW full holder history
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND SEC filings
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 95766R104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
WIW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 8.5% | +16% | $45,921,799 | +$6,006,198 | 5,224,323 | +15% | Morgan Stanley | 30 Jun 2025 |
As of 31 Mar 2026, 95 institutional investors reported holding 23,238,053 shares of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW). This represents 38% of the company’s total 61,462,624 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | 7,208,667 | -0.41% | 0% | $60,985,335 |
| WELLS FARGO & COMPANY/MN | 2.3% | 1,412,848 | -0.29% | 0% | $11,952,691 |
| 1607 Capital Partners, LLC | 1.9% | 1,192,990 | 0% | 0.73% | $10,092,695 |
| Allspring Global Investments Holdings, LLC | 1.7% | 1,075,268 | 0% | 0.02% | $9,096,767 |
| PenderFund Capital Management Ltd. | 1.7% | 1,023,197 | +0.77% | 1.4% | $8,656,247 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.6% | 963,439 | -15% | 0.41% | $8,150,694 |
| Invesco Ltd. | 1.5% | 920,699 | -0.97% | 0% | $7,789,113 |
| GUGGENHEIM CAPITAL LLC | 1.4% | 870,715 | -4.6% | 0.06% | $7,366,248 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 777,957 | +3.5% | 0% | $6,581,512 |
| LPL Financial LLC | 1.1% | 670,242 | -9.2% | 0% | $5,670,245 |
| Private Advisor Group, LLC | 0.98% | 600,354 | -38% | 0.02% | $5,078,994 |
| Baird Financial Group, Inc. | 0.91% | 556,785 | +0.09% | 0.01% | $4,710,401 |
| HighTower Advisors, LLC | 0.8% | 490,058 | -0.3% | 0% | $4,145,886 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.75% | 462,748 | 0% | 0.03% | $3,914,848 |
| FIRST TRUST ADVISORS LP | 0.57% | 353,195 | +9.7% | 0% | $2,988,027 |
| OSAIC HOLDINGS, INC. | 0.46% | 282,562 | -1.3% | 0% | $2,390,492 |
| STIFEL FINANCIAL CORP | 0.43% | 265,508 | -0.8% | 0% | $2,246,197 |
| RAYMOND JAMES FINANCIAL INC | 0.41% | 251,868 | +34% | 0% | $2,130,802 |
| RIVERBRIDGE PARTNERS LLC | 0.4% | 244,874 | +3.9% | 0.05% | $2,071,630 |
| Matisse Capital | 0.37% | 230,000 | 0% | 0.83% | $1,945,800 |
| Atala Financial Inc | 0.31% | 192,584 | +2.7% | 1.1% | $1,630,975 |
| TrueMark Investments, LLC | 0.31% | 190,656 | +5.4% | 0.31% | $1,612,950 |
| Ionic Capital Management LLC | 0.28% | 170,464 | 0% | 1.2% | $1,442,125 |
| NWF Advisory Services Inc. | 0.25% | 156,450 | +3.2% | 0.15% | $1,323,567 |
| Closed-End Fund Advisors, Inc. | 0.25% | 156,351 | +13% | 1.3% | $1,322,729 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 23,238,053 | $196,600,467 | -$7,062,151 | $8.46 | 95 |
| 2025 Q4 | 24,134,465 | $207,316,803 | -$9,750,903 | $8.59 | 97 |
| 2025 Q3 | 25,139,379 | $223,499,696 | -$3,019,191 | $8.89 | 88 |
| 2025 Q2 | 25,445,231 | $222,899,884 | -$191,431 | $8.76 | 91 |
| 2025 Q1 | 24,468,065 | $215,056,235 | +$1,763,854 | $8.79 | 94 |
| 2024 Q4 | 24,281,238 | $200,805,486 | +$2,569,722 | $8.27 | 93 |
| 2024 Q3 | 23,710,321 | $209,591,790 | -$13,857,707 | $8.84 | 93 |
| 2024 Q2 | 25,342,324 | $215,661,403 | +$4,142,679 | $8.51 | 90 |
| 2024 Q1 | 24,836,214 | $214,333,364 | +$1,467,818 | $8.63 | 88 |
| 2023 Q4 | 24,929,567 | $216,129,840 | -$336,822 | $8.67 | 97 |
| 2023 Q3 | 24,752,914 | $203,732,730 | -$3,996,775 | $8.23 | 86 |
| 2023 Q2 | 25,199,359 | $223,295,686 | +$44,027 | $8.86 | 82 |
| 2023 Q1 | 25,183,555 | $230,429,855 | -$5,246,406 | $9.15 | 88 |
| 2022 Q4 | 25,756,205 | $914,071,986 | +$8,462,888 | $9.13 | 88 |
| 2022 Q3 | 24,851,174 | $225,378,926 | +$4,068,192 | $9.07 | 91 |
| 2022 Q2 | 24,344,188 | $256,275,429 | -$5,818,343 | $10.53 | 87 |
| 2022 Q1 | 26,487,511 | $319,722,164 | +$15,154,759 | $12.01 | 88 |
| 2021 Q4 | 25,291,143 | $343,419,000 | -$35,053,978 | $13.58 | 88 |
| 2021 Q3 | 25,630,820 | $340,647,787 | -$12,947,726 | $13.29 | 87 |
| 2021 Q2 | 26,609,942 | $348,879,069 | -$3,655,901 | $13.11 | 90 |
| 2021 Q1 | 26,899,535 | $327,101,574 | +$23,973,506 | $12.16 | 89 |
| 2020 Q4 | 25,096,496 | $311,436,881 | -$2,481,400 | $12.41 | 90 |
| 2020 Q3 | 25,388,550 | $285,383,090 | -$41,688,311 | $11.24 | 80 |
| 2020 Q2 | 29,139,049 | $319,410,587 | +$7,275,968 | $10.96 | 76 |
| 2020 Q1 | 28,489,810 | $272,446,932 | +$2,724,713 | $9.56 | 84 |