WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW)
CUSIP: 95766R104
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Shares of Beneficial Interest
- Shares outstanding
- 61,462,624
- Total 13F shares
- 25,445,231
- Share change
- -21,251
- Total reported value
- $222,899,884
- Price per share
- $8.76
- Number of holders
- 91
- Value change
- -$191,431
- Number of buys
- 45
- Number of sells
- 40
Quarterly Holders Quick Answers
What is CUSIP 95766R104?
CUSIP 95766R104 identifies WIW - WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 95766R104:
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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| CASCADE INVESTMENT, L.L.C. |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
14,022,751
|
$116,388,833 | — | 27 May 2022 | |
| MORGAN STANLEY |
13F
13D/G
|
Company |
8.5%
from 13D/G
|
7,353,622
|
$64,638,341 | — | 31 Mar 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
3.2%
|
1,967,769
|
$17,296,689 | — | 31 Mar 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
3.1%
|
1,927,128
|
$16,939,455 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
3.1%
|
1,923,671
|
$16,909,068 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.4%
|
1,467,929
|
$12,903,093 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
987,088
|
$8,676,504 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
1.4%
|
831,076
|
$7,305,154 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.2%
|
738,097
|
$6,487,873 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
689,907
|
$6,064,281 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.86%
|
530,374
|
$4,661,984 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.84%
|
514,658
|
$4,523,844 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.81%
|
497,819
|
$4,375,829 | — | 31 Mar 2025 | |
| CAPSTONE INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.58%
|
356,674
|
$3,135,164 | — | 31 Mar 2025 | |
| Wakefield Asset Management LLLP |
13F
|
Company |
0.49%
|
302,850
|
$2,662,052 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.43%
|
266,752
|
$2,344,749 | — | 31 Mar 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.43%
|
263,946
|
$2,320,085 | — | 31 Mar 2025 | |
| Matisse Capital |
13F
|
Company |
0.38%
|
230,533
|
$2,026,385 | — | 31 Mar 2025 | |
| Atala Financial Inc |
13F
|
Company |
0.35%
|
214,693
|
$1,887,151 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.34%
|
205,966
|
$1,810,460 | — | 31 Mar 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.28%
|
174,116
|
$1,530,476 | — | 31 Mar 2025 | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
13F
|
Company |
0.27%
|
166,278
|
$1,461,580 | — | 31 Mar 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.27%
|
166,249
|
$1,461,000 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.26%
|
160,702
|
$1,412,568 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.26%
|
159,670
|
$1,403,498 | — | 31 Mar 2025 | |
| NWF Advisory Services Inc. |
13F
|
Company |
0.25%
|
156,450
|
$1,375,196 | — | 31 Mar 2025 | |
| ROBERTS GLORE & CO INC /IL/ |
13F
|
Company |
0.25%
|
155,590
|
$1,367,636 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.21%
|
130,077
|
$1,143,376 | — | 31 Mar 2025 | |
| Ionic Capital Management LLC |
13F
|
Company |
0.21%
|
129,740
|
$1,140,415 | — | 31 Mar 2025 | |
| GRACE & WHITE INC /NY |
13F
|
Company |
0.2%
|
124,620
|
$1,095,410 | — | 31 Mar 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.18%
|
108,320
|
$952,000 | — | 31 Mar 2025 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.15%
|
90,665
|
$796,949 | — | 31 Mar 2025 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
0.14%
|
88,160
|
$774,926 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.14%
|
86,481
|
$760,000 | — | 31 Mar 2025 | |
| STANSBERRY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
78,538
|
$690,349 | — | 31 Mar 2025 | |
| READYSTATE ASSET MANAGEMENT LP |
13F
|
Company |
0.12%
|
73,167
|
$643,138 | — | 31 Mar 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.12%
|
73,131
|
$642,818 | — | 31 Mar 2025 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.11%
|
68,943
|
$606,008 | — | 31 Mar 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.11%
|
68,572
|
$602,748 | — | 31 Mar 2025 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC |
13F
|
Company |
0.11%
|
65,063
|
$571,904 | — | 31 Mar 2025 | |
| PenderFund Capital Management Ltd. |
13F
|
Company |
1.6%
|
966,856
|
$495,126 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.09%
|
54,810
|
$481,776 | — | 31 Mar 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.09%
|
53,900
|
$473,781 | — | 31 Mar 2025 | |
| HOLLENCREST CAPITAL MANAGEMENT |
13F
|
Company |
0.09%
|
53,842
|
$473,271 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
0.08%
|
46,481
|
$408,568 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.07%
|
42,905
|
$377,137 | — | 31 Mar 2025 | |
| BlackDiamond Wealth Management, LLC |
13F
|
Company |
0.06%
|
39,840
|
$343,021 | — | 31 Mar 2025 | |
| Concorde Asset Management, LLC |
13F
|
Company |
0.06%
|
37,650
|
$321,531 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.06%
|
34,190
|
$300,530 | — | 31 Mar 2025 | |
| UHLMANN PRICE SECURITIES, LLC |
13F
|
Company |
0.06%
|
33,816
|
$297,270 | — | 31 Mar 2025 |
Institutional Holders of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) as of Q2 2025
As of 30 Jun 2025,
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,445,231 shares.
The largest 10 holders included
MORGAN STANLEY, 1607 Capital Partners, LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, Allspring Global Investments Holdings, LLC, WELLS FARGO & COMPANY/MN, PenderFund Capital Management Ltd., Invesco Ltd., GUGGENHEIM CAPITAL LLC, Private Advisor Group, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
91
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
94
Q2 2025 holders
91
Holder diff
-3
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.