13F reference period
Q2 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 Q3 2026
Institutions Reporting
99
Shares (Excl. Options)
23,146,164
Price
$8.40
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- WIW on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 23,146,164
- Total 13F value
- $194,427,791
- Portfolio coverage rank
- 0%
- Share change
- -116,791
- Value change
- -$997,035
- Number of holders
- 99
- Shares outstanding
- 61,462,624
- SEC-reported price per share
- $7.87
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
Filing notes and source
Key facts
- WIW - WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest is tracked under CUSIP 95766R104.
- 99 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 95 to 99 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $196,600,467 to $194,427,791.
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 99 institutions filings for Q2 2026.
Security key
95766R104
13F reference period
Q2 2026
13F holders
99
13D/G owners
1
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 99 institutional investors reported holding 23,146,164 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
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | 7,634,301 | +5.9% | 0% | $64,128,137 |
| Allspring Global Investments Holdings, LLC | 1.7% | 1,075,268 | 0% | 0.01% | $9,032,251 |
| PenderFund Capital Management Ltd. | 1.6% | 998,747 | -2.4% | 1.1% | $8,389,475 |
| Invesco Ltd. | 1.5% | 903,565 | -1.9% | 0% | $7,589,946 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.4% | 875,999 | -9.1% | 0.35% | $7,358,392 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 793,312 | +2% | 0% | $6,663,820 |
| GUGGENHEIM CAPITAL LLC | 1.3% | 775,910 | -11% | 0.04% | $6,517,644 |
| Saba Capital Management, L.P. | 1.2% | 753,909 | +436% | 0.19% | $6,332,836 |
| 1607 Capital Partners, LLC | 1.2% | 708,052 | -41% | 0.52% | $5,947,637 |
| Baird Financial Group, Inc. | 0.94% | 576,774 | +3.6% | 0.01% | $4,844,902 |
| LPL Financial LLC | 0.92% | 566,854 | -15% | 0% | $4,761,574 |
| HighTower Advisors, LLC | 0.8% | 491,394 | +0.27% | 0% | $4,127,713 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.75% | 462,748 | 0% | 0.03% | $3,887,083 |
| Atlas Wealth LLC | 0.68% | 415,617 | 0.5% | $3,491,183 | |
| GatePass Capital, LLC | 0.62% | 381,650 | +293% | 1.2% | $3,205,860 |
| FIRST TRUST ADVISORS LP | 0.61% | 375,031 | +6.2% | 0% | $3,150,258 |
| Waterloo Capital, L.P. | 0.59% | 361,156 | 0.17% | $3,033,710 | |
| OSAIC HOLDINGS, INC. | 0.47% | 287,983 | +1.9% | 0% | $2,419,104 |
| RAYMOND JAMES FINANCIAL INC | 0.47% | 287,724 | +14% | 0% | $2,416,877 |
| RIVERBRIDGE PARTNERS LLC | 0.41% | 252,005 | +2.9% | 0.06% | $2,116,840 |
| STIFEL FINANCIAL CORP | 0.4% | 243,461 | -8.3% | 0% | $2,045,066 |
| Matisse Capital | 0.37% | 230,000 | 0% | 0.77% | $1,932,000 |
| TrueMark Investments, LLC | 0.33% | 204,141 | +7.1% | 0.21% | $1,714,784 |
| Advisors Asset Management, Inc. | 0.32% | 195,523 | 0.03% | $1,642,393 | |
| Atala Financial Inc | 0.31% | 192,584 | 0% | 0.99% | $1,617,706 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 612,939 | $4,823,833 | -$1,045,894 | $7.87 | 10 |
| 2026 Q2 | 23,146,164 | $194,427,791 | -$997,035 | $8.40 | 99 |
| 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 |