Evid Invest
Who owns WIWWhat WIW owns — n/a

Who owns Western Asset Inflation-Linked Opportunities & Income Fund?

Institutional ownership of WIW from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

71

13F holders

$129.9M

value, 2026 filers

25.5%

of shares outstanding (15.6M sh)

12

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WIW's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY7.6M$64.1M0.0%12.5%+5.9%
2Allspring Global Investments Holdings, LLC1.1M$9.0M0.0%1.8%0.0%
3Invesco Ltd.903,565$7.6M0.0%1.5%-1.9%
4BANK OF AMERICA CORP /DE/793,312$6.7M0.0%1.3%+2.0%
5Baird Financial Group, Inc.576,774$4.8M0.0%0.9%+3.6%
6LPL Financial LLC566,854$4.8M0.0%0.9%-15.4%
7HighTower Advisors, LLC491,394$4.1M0.0%0.8%+0.3%
8FIRST TRUST ADVISORS LP375,031$3.2M0.0%0.6%+6.2%
9Waterloo Capital, L.P.NEW361,156$3.0M0.2%0.6%new
10OSAIC HOLDINGS, INC.287,983$2.4M0.0%0.5%+1.9%
11RAYMOND JAMES FINANCIAL INC287,724$2.4M0.0%0.5%+14.2%
12STIFEL FINANCIAL CORP243,461$2.0M0.0%0.4%-8.3%
13Summit Financial, LLC173,581$1.5M0.0%0.3%+23.3%
14NWF Advisory Services Inc.144,650$1.2M0.1%0.2%-7.5%
15JANE STREET GROUP, LLC138,445$1.2M0.0%0.2%+174.3%
16ROBERTS GLORE & CO INC /IL/123,716$1.0M0.3%0.2%+0.4%
17Dynamic Advisor Solutions LLC115,200$967,6780.0%0.2%+6.3%
18Ionic Capital Management LLC114,788$964,2190.1%0.2%-32.7%
19OPPENHEIMER & CO INC92,500$777,0000.0%0.2%+7.8%
20PFG Investments, LLC84,345$708,5020.0%0.1%0.0%
21Cetera Investment Advisers75,486$634,0870.0%0.1%+10.3%
22HBW ADVISORY SERVICES LLC72,553$609,4450.1%0.1%0.0%
23Janney Montgomery Scott LLC70,218$5900.0%0.1%-26.2%
24ROYAL BANK OF CANADA69,604$585,0000.0%0.1%+2.3%
25ENVESTNET ASSET MANAGEMENT INC65,191$547,6050.0%0.1%+15.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.