Type / Class
Equity / Common Shares of Beneficial Interest
Shares outstanding
61,462,624
Total 13F shares
19,739,957
Share change
+1,096,129
Total reported value
$229,574,742
Price per share
$11.63
Number of holders
66
Value change
+$12,861,892
Number of buys
22
Number of sells
33

Security key

95766R104

Report period

Q1 2014

Institutions

66

Top holders

10

Ownership snapshot

Top shareholders of WIW - WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
WELLS FARGO & COMPANY/MN
13D/G signal
Evidence rows
50
Latest as of
31 Dec 2013
13F Lead comparable stake: 8% Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
WELLS FARGO & COMPANY/MN
13F
Company
13F
8%
$55,237,000
4,901,256 shares
31 Dec 2013
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
13F
Company
13F
4.3%
$29,636,000
2,629,671 shares
31 Dec 2013
1607 Capital Partners, LLC
13F
Company
13F
3.9%
$26,823,000
2,380,039 shares
31 Dec 2013
Karpus Management, Inc.
13F
Company
13F
2.5%
$17,329,000
1,537,641 shares
31 Dec 2013
MORGAN STANLEY
13F
Company
13F
1.6%
$11,119,000
986,562 shares
31 Dec 2013
Invesco Ltd.
13F
Company
13F
1.4%
$9,721,000
862,608 shares
31 Dec 2013
Janney Montgomery Scott LLC
13F
Company
13F
1.1%
$7,392,039
655,904 shares
31 Dec 2013
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.88%
$6,091,000
540,457 shares
31 Dec 2013
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Robert W. Baird & Co. Inc
13F
Company
13F
0.84%
$5,788,000
513,608 shares
31 Dec 2013
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.64%
$4,416,000
391,884 shares
31 Dec 2013
ROYAL BANK OF CANADA
13F
Company
13F
0.62%
$4,286,000
380,321 shares
31 Dec 2013
Assured Investment Management LLC
13F
Company
13F
0.42%
$2,917,000
258,844 shares
31 Dec 2013
Peachtree Investment Advisors, Inc.
13F
Company
13F
0.3%
$2,107,000
186,983 shares
31 Dec 2013
Cordasco Financial Network
13F
Company
13F
0.29%
$2,033,000
180,368 shares
31 Dec 2013
UBS AG
13F
Company
13F
0.26%
$1,825,000
161,920 shares
31 Dec 2013
DOLIVER ADVISORS, LP
13F
Company
13F
0.24%
$1,692,000
150,144 shares
31 Dec 2013
TFS CAPITAL LLC
13F
Company
13F
0.21%
$1,426,000
126,528 shares
31 Dec 2013
Point View Wealth Management, Inc.
13F
Company
13F
0.2%
$1,408,000
124,950 shares
31 Dec 2013
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
0.2%
$1,400,000
124,200 shares
31 Dec 2013
Ancora Advisors LLC
13F
Company
13F
0.19%
$1,313,000
116,500 shares
31 Dec 2013
HL FINANCIAL SERVICES LLC
13F
Company
13F
0.17%
$1,152,000
102,207 shares
31 Dec 2013
Horizon Kinetics LLC
13F
Company
13F
0.15%
$1,035,000
91,800 shares
31 Dec 2013
MSI Financial Services Inc
13F
Company
13F
0.14%
$995,000
88,281 shares
31 Dec 2013
LPL Financial LLC
13F
Company
13F
0.13%
$878,000
77,888 shares
31 Dec 2013
GUGGENHEIM CAPITAL LLC
13F
Company
13F
0.12%
$863,000
76,595 shares
31 Dec 2013
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
0.12%
$863,000
76,586 shares
31 Dec 2013
CORNERSTONE ADVISORS INC
13F
Company
13F
0.12%
$846,000
75,055 shares
31 Dec 2013
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
13F
0.09%
$648,000
57,511 shares
31 Dec 2013
IMA Advisory Services, Inc.
13F
Company
13F
0.09%
$629,000
55,850 shares
31 Dec 2013
KMS FINANCIAL SERVICES, INC
13F
Company
13F
0.08%
$560,000
49,675 shares
31 Dec 2013
SENTINEL TRUST CO LBA
13F
Company
13F
0.07%
$518,000
45,944 shares
31 Dec 2013
HighTower Advisors, LLC
13F
Company
13F
0.07%
$510,000
45,271 shares
31 Dec 2013
GRACE & WHITE INC /NY
13F
Company
13F
0.07%
$481,000
42,704 shares
31 Dec 2013
Thomas J. Herzfeld Advisors, Inc.
13F
Company
13F
0.07%
$474,000
42,075 shares
31 Dec 2013
SG Americas Securities, LLC
13F
Company
13F
0.06%
$429,000
38,093 shares
31 Dec 2013
Paloma Partners Management Co
13F
Company
13F
0.06%
$411,000
36,486 shares
31 Dec 2013
Cerity Partners OCIO LLC
13F
Company
13F
0.06%
$407,000
36,147 shares
31 Dec 2013
SMITH HAYES Advisers, Inc
13F
Company
13F
0.06%
$384,000
34,100 shares
31 Dec 2013
Veritable, L.P.
13F
Company
13F
0.05%
$358,000
31,734 shares
31 Dec 2013
Torch Wealth Management LLC
13F
Company
13F
0.04%
$291,000
25,800 shares
31 Dec 2013
Visium Asset Management, LP
13F
Company
13F
0.04%
$273,000
24,264 shares
31 Dec 2013
Commonwealth Equity Services, Inc
13F
Company
13F
0.04%
$250,000
22,191 shares
31 Dec 2013
Cutter & CO Brokerage, Inc.
13F
Company
13F
0.04%
$243,000
21,544 shares
31 Dec 2013
PAYDEN & RYGEL
13F
Company
13F
0.03%
$221,000
19,600 shares
31 Dec 2013
WEDBUSH SECURITIES INC
13F
Company
13F
0.03%
$205,000
18,170 shares
31 Dec 2013
Jane Street Holding, LLC
13F
Company
13F
0.03%
$200,000
17,746 shares
31 Dec 2013
Virtu KCG Holdings LLC
13F
Company
13F
0.03%
$177,000
15,748 shares
31 Dec 2013
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.02%
$162,000
14,406 shares
31 Dec 2013
CSS LLC/IL
13F
Company
13F
0.02%
$138,000
12,268 shares
31 Dec 2013
Tower Research Capital LLC (TRC)
13F
Company
13F
0.02%
$134,000
11,916 shares
31 Dec 2013
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2014

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
66
Shares
19,739,957
Rows loaded
66
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q1 2014 vs Q4 2013 Across Filers

Q4 2013 holders
69
Q1 2014 holders
66
Holder diff
-3
Investor Q4 2013 Shares Q1 2014 Shares Share Diff Share Chg % Q4 2013 value Q1 2014 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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