WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND (WIW) — Institutional Holders, Q2 2026
100 institutional investment managers reported a WIW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $194.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WIW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Saba Capital Management, L.P.Added · +613,324 sh+$5.2M
- MORGAN STANLEYAdded · +425,634 sh+$3.6M
- Atlas WealthNew · +415,617 sh+$3.5M
- Waterloo Capital, L.P.New · +361,156 sh+$3.0M
- GatePass CapitalAdded · +284,450 sh+$2.4M
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -1,412,167 sh-$11.9M
- 1607 Capital PartnersTrimmed · -484,938 sh-$4.1M
- Private Advisor GroupTrimmed · -465,294 sh-$3.9M
- LPL FinancialTrimmed · -103,388 sh-$868.5K
- GUGGENHEIM CAPITALTrimmed · -94,805 sh-$796.4K
WIW 13F holders ranked 1–100 of 100
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 7,634,301 sh | 7,634,301 | $64.1M | <0.01% | +5.9% |
| 2 | Allspring Global Investments#2 · 1,075,268 sh | 1,075,268 | $9.0M | 0.01% | 0.0% |
| 3 | PenderFund Capital Management Ltd.#3 · 998,747 sh | 998,747 | $8.4M | 1.08% | -2.4% |
| 4 | Invesco Ltd.#4 · 903,565 sh | 903,565 | $7.6M | <0.01% | -1.9% |
| 5 | RIVERNORTH CAPITAL MANAGEMENT#5 · 875,999 sh | 875,999 | $7.4M | 0.35% | -9.1% |
| 6 | BANK OF AMERICA#6 · 793,312 sh | 793,312 | $6.7M | <0.01% | +2.0% |
| 7 | GUGGENHEIM CAPITAL#7 · 775,910 sh | 775,910 | $6.5M | 0.04% | -10.9% |
| 8 | Saba Capital Management, L.P.#8 · 753,909 sh | 753,909 | $6.3M | 0.16% | +436.3% |
| 9 | 1607 Capital Partners#9 · 708,052 sh | 708,052 | $5.9M | 0.52% | -40.6% |
| 10 | Baird Financial Group#10 · 576,774 sh | 576,774 | $4.8M | <0.01% | +3.6% |
| 11 | LPL Financial#11 · 566,854 sh | 566,854 | $4.8M | <0.01% | -15.4% |
| 12 | HighTower Advisors#12 · 491,394 sh | 491,394 | $4.1M | <0.01% | +0.3% |
| 13 | CAPSTONE INVESTMENT ADVISORS#13 · 462,748 sh | 462,748 | $3.9M | <0.01% | 0.0% |
| 14 | Atlas Wealth#14 · 415,617 sh | 415,617 | $3.5M | 0.50% | New |
| 15 | GatePass Capital#15 · 381,650 sh | 381,650 | $3.2M | 1.22% | +292.6% |
| 16 | FIRST ADVISORS#16 · 375,031 sh | 375,031 | $3.2M | <0.01% | +6.2% |
| 17 | Waterloo Capital, L.P.#17 · 361,156 sh | 361,156 | $3.0M | 0.17% | New |
| 18 | OSAIC#18 · 287,983 sh | 287,983 | $2.4M | <0.01% | +1.9% |
| 19 | RAYMOND JAMES FINANCIAL#19 · 287,724 sh | 287,724 | $2.4M | <0.01% | +14.2% |
| 20 | RIVERBRIDGE PARTNERS#20 · 252,005 sh | 252,005 | $2.1M | 0.06% | +2.9% |
| 21 | STIFEL FINANCIAL#21 · 243,461 sh | 243,461 | $2.0M | <0.01% | -8.3% |
| 22 | Matisse Capital#22 · 230,000 sh | 230,000 | $1.9M | 0.77% | 0.0% |
| 23 | TrueMark Investments#23 · 204,141 sh | 204,141 | $1.7M | 0.21% | +7.1% |
| 24 | Advisors Asset Management#24 · 195,523 sh | 195,523 | $1.6M | 0.03% | New |
| 25 | Atala Financial#25 · 192,584 sh | 192,584 | $1.6M | — | 0.0% |
| 26 | Summit Financial#26 · 173,581 sh | 173,581 | $1.5M | 0.02% | +23.3% |
| 27 | Closed-End Fund Advisors#27 · 157,106 sh | 157,106 | $1.3M | 1.29% | +0.5% |
| 28 | Wakefield Asset Management LLLP#28 · 150,451 sh | 150,451 | $1.3M | 0.28% | +26.6% |
| 29 | NWF Advisory Services#29 · 144,650 sh | 144,650 | $1.2M | — | -7.5% |
| 30 | JANE STREET GROUP#30 · 138,445 sh | 138,445 | $1.2M | <0.01% | +174.3% |
| 31 | Private Advisor Group#31 · 135,060 sh | 135,060 | $1.1M | <0.01% | -77.5% |
| 32 | ROBERTS GLORE#32 · 123,716 sh | 123,716 | $1.0M | 0.26% | +0.4% |
| 33 | WOLVERINE ASSET MANAGEMENT#33 · 120,380 sh | 120,380 | $1.0M | <0.01% | +185.8% |
| 34 | Dynamic Advisor Solutions#34 · 115,200 sh | 115,200 | $967.7K | — | +6.3% |
| 35 | Ionic Capital Management#35 · 114,788 sh | 114,788 | $964.2K | 0.14% | -32.7% |
| 36 | Cutler Capital Management#36 · 111,992 sh | 111,992 | $940.7K | 0.24% | +5.6% |
| 37 | GRACE & WHITE#37 · 97,961 sh | 97,961 | $822.9K | — | 0.0% |
| 38 | OPPENHEIMER#38 · 92,500 sh | 92,500 | $777.0K | — | +7.8% |
| 39 | PFG Investments#39 · 84,345 sh | 84,345 | $708.5K | 0.03% | 0.0% |
| 40 | TWIN FOCUS CAPITAL PARTNERS#40 · 83,413 sh | 83,413 | $700.7K | 0.07% | 0.0% |
| 41 | Cetera Investment Advisers#41 · 75,486 sh | 75,486 | $634.1K | <0.01% | +10.3% |
| 42 | HBW Advisory Services#42 · 72,553 sh | 72,553 | $609.4K | — | 0.0% |
| 43 | Janney Montgomery Scott#43 · 70,218 sh | 70,218 | $590.0K | <0.01% | -26.2% |
| 44 | ROYAL BANK OF CANADA#44 · 69,604 sh | 69,604 | $585.0K | <0.01% | +2.3% |
| 45 | ROBINSON CAPITAL MANAGEMENT#45 · 68,910 sh | 68,910 | $578.8K | 0.26% | 0.0% |
| 46 | XTX Topco Ltd#46 · 68,056 sh | 68,056 | $571.7K | <0.01% | New |
| 47 | ENVESTNET ASSET MANAGEMENT#47 · 65,191 sh | 65,191 | $547.6K | <0.01% | +15.1% |
| 48 | UBS Group AG#48 · 63,150 sh | 63,150 | $530.5K | <0.01% | -3.5% |
| 49 | FIFTH THIRD BANCORP#49 · 48,606 sh | 48,606 | $408.3K | <0.01% | -7.5% |
| 50 | READYSTATE ASSET MANAGEMENT#50 · 43,411 sh | 43,411 | $364.7K | <0.01% | New |
| 51 | PVG ASSET MANAGEMENT#51 · 41,513 sh | 41,513 | $348.7K | — | -23.8% |
| 52 | UHLMANN PRICE SECURITIES#52 · 36,471 sh | 36,471 | $306.4K | 0.01% | +2.2% |
| 53 | AlphaStar Capital Management#53 · 34,500 sh | 34,500 | $289.8K | — | New |
| 54 | HOLLENCREST SECURITIES#54 · 34,406 sh | 34,406 | $289.0K | 0.02% | 0.0% |
| 55 | Global Retirement Partners#55 · 33,376 sh | 33,376 | $280.4K | <0.01% | — |
| 56 | HRT FINANCIAL#56 · 30,566 sh | 30,566 | $256.0K | <0.01% | New |
| 57 | Quantinno Capital Management#57 · 29,422 sh | 29,422 | $247.2K | <0.01% | -55.6% |
| 58 | Corient Private Wealth#58 · 29,423 sh | 29,423 | $247.2K | <0.01% | -65.6% |
| 59 | CITADEL ADVISORS#59 · 27,829 sh | 27,829 | $233.8K | 0.00% | +170.1% |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#60 · 25,619 sh | 25,619 | $215.2K | 0.00% | +73.3% |
| 61 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#61 · 22,985 sh | 22,985 | $193.1K | 0.02% | +8.3% |
| 62 | Mariner#62 · 22,665 sh | 22,665 | $190.4K | <0.01% | +2.3% |
| 63 | Merit Financial Group#63 · 20,370 sh | 20,370 | $171.1K | <0.01% | +9.4% |
| 64 | Steward Partners Investment Advisory#64 · 18,305 sh | 18,305 | $153.8K | <0.01% | 0.0% |
| 65 | Virtu Financial#65 · 16,078 sh | 16,078 | $135.0K | <0.01% | New |
| 66 | ACCREDITED INVESTOR SERVICES#66 · 15,021 sh | 15,021 | $126.2K | — | +4.9% |
| 67 | MML INVESTORS SERVICES#67 · 14,027 sh | 14,027 | $117.8K | <0.01% | +2.0% |
| 68 | PARK AVENUE SECURITIES#68 · 13,922 sh | 13,922 | $117.0K | — | +2.3% |
| 69 | Fiera Capital#69 · 12,794 sh | 12,794 | $107.5K | <0.01% | +14.0% |
| 70 | VERUS CAPITAL PARTNERS#70 · 12,694 sh | 12,694 | $106.6K | <0.01% | -17.5% |
| 71 | INVESTMENT ADVISORY SERVICES /TX#71 · 12,100 sh | 12,100 | $101.6K | — | New |
| 72 | DKM Wealth Management#72 · 12,000 sh | 12,000 | $100.8K | — | 0.0% |
| 73 | Capital Investment Advisors#73 · 11,394 sh | 11,394 | $95.7K | — | New |
| 74 | Cambridge Investment Research Advisors#74 · 10,201 sh | 10,201 | $86.0K | <0.01% | New |
| 75 | Pinnacle Wealth Planning Services#75 · 9,665 sh | 9,665 | $81.2K | <0.01% | +6.0% |
| 76 | Clear Street Group#76 · 8,450 sh | 8,450 | $71.0K | <0.01% | New |
| 77 | BLUE BELL PRIVATE WEALTH MANAGEMENT#77 · 6,924 sh | 6,924 | $58.2K | <0.01% | 0.0% |
| 78 | Hara Capital#78 · 6,774 sh | 6,774 | $56.9K | 0.03% | 0.0% |
| 79 | Thomas J. Herzfeld Advisors#79 · 6,546 sh | 6,546 | $55.0K | 0.02% | 0.0% |
| 80 | WPG Advisers#80 · 6,025 sh | 6,025 | $50.6K | 0.03% | +5.8% |
| 81 | SRS Capital Advisors#81 · 5,858 sh | 5,858 | $49.2K | <0.01% | New |
| 82 | North Star Investment Management#82 · 5,243 sh | 5,243 | $44.0K | <0.01% | +1.3% |
| 83 | Integrated Wealth Concepts#83 · 4,616 sh | 4,616 | $38.8K | <0.01% | New |
| 84 | HARBOUR INVESTMENTS#84 · 4,500 sh | 4,500 | $37.8K | <0.01% | 0.0% |
| 85 | BARTLETT & WEALTH MANAGEMENT#85 · 3,000 sh | 3,000 | $25.2K | <0.01% | 0.0% |
| 86 | GABLES CAPITAL MANAGEMENT#86 · 2,364 sh | 2,364 | $19.9K | <0.01% | 0.0% |
| 87 | NewEdge Advisors#87 · 2,056 sh | 2,056 | $17.3K | <0.01% | New |
| 88 | WHITTIER OF NEVADA#88 · 1,887 sh | 1,887 | $15.8K | <0.01% | 0.0% |
| 89 | Allworth Financial#89 · 1,600 sh | 1,600 | $13.4K | <0.01% | +23.1% |
| 90 | IFP Advisors#90 · 1,000 sh | 1,000 | $8.4K | — | +100.0% |
| 91 | Federation des caisses Desjardins du Quebec#91 · 1,000 sh | 1,000 | $8.4K | 0.00% | 0.0% |
| 92 | Key FInancial#92 · 708 sh | 708 | $5.9K | <0.01% | 0.0% |
| 93 | WELLS FARGO & COMPANY#93 · 681 sh | 681 | $5.7K | 0.00% | -100.0% |
| 94 | Rockefeller Capital Management L.P.#94 · 632 sh | 632 | $5.3K | 0.00% | 0.0% |
| 95 | MARK SHEPTOFF FINANCIAL PLANNING#95 · 500 sh | 500 | $4.2K | <0.01% | 0.0% |
| 96 | HIGHLINE WEALTH PARTNERS#96 · 250 sh | 250 | $2.1K | — | 0.0% |
| 97 | Union Bankshares#97 · 200 sh | 200 | $1.7K | 0.00% | 0.0% |
| 98 | BFSG#98 · 75 sh | 75 | $630.00 | <0.01% | 0.0% |
| 99 | MCGUIRE CAPITAL ADVISORS#99 · 43 sh | 43 | $361.00 | <0.01% | 0.0% |
| 100 | Bogart Wealth#100 · 21 sh | 21 | $180.00 | 0.00% | 0.0% |
Funds that sold out of WIW in Q2 2026 (9)
Held WIW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Concorde Asset Management68,050 sh | 68,050 | $575.7K |
| BlackDiamond Wealth Management26,066 sh | 26,066 | $220.5K |
| Sowell Financial Services16,633 sh | 16,633 | $140.7K |
| NATIONS FINANCIAL GROUP , /IA12,566 sh | 12,566 | $106.3K |
| Mezzasalma Advisors11,825 sh | 11,825 | $100.0K |
| Integrity Advisory Solutions11,356 sh | 11,356 | $96.1K |
| Commerce Advisors11,000 sh | 11,000 | $93.1K |
| Advisory Services Network8,418 sh | 8,418 | $71.2K |
| MAI Capital Management1,670 sh | 1,670 | $14.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.