WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
WIW on NYSE
Shares outstanding
61,462,624
Price per share
$8.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
23,982,815
Total reported value
$206,014,129
% of total 13F portfolios
0%
Share change
-1,123,338
Value change
-$9,711,389
Number of holders
96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) based on Schedule 13D/G filings

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 31 Dec 2025, 96 institutional investors reported holding 23,982,815 shares of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW). This represents 39% of the company’s total 61,462,624 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 12% 7,238,089 -2.3% 0% $62,175,191
WELLS FARGO & COMPANY/MN 2.3% 1,416,935 -3.8% 0% $12,171,475
1607 Capital Partners, LLC 1.9% 1,192,990 -18% 0.7% $10,247,784
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.8% 1,128,954 -34% 0.46% $9,697,715
Allspring Global Investments Holdings, LLC 1.7% 1,075,268 -8.8% 0.01% $9,236,552
PenderFund Capital Management Ltd. 1.7% 1,015,397 +0.86% 1.4% $8,722,260
Private Advisor Group, LLC 1.6% 974,328 +11% 0.04% $8,369,474
Invesco Ltd. 1.5% 929,727 -9.2% 0% $7,986,355
GUGGENHEIM CAPITAL LLC 1.5% 912,543 -0.66% 0.06% $7,838,745
BANK OF AMERICA CORP /DE/ 1.2% 751,632 -2.7% 0% $6,456,519
LPL Financial LLC 1.2% 738,455 +1.4% 0% $6,343,330
Baird Financial Group, Inc. 0.91% 556,268 +3.8% 0.01% $4,778,342
HighTower Advisors, LLC 0.8% 491,551 -0.59% 0% $4,222,427
CAPSTONE INVESTMENT ADVISORS, LLC 0.75% 462,748 0% 0.03% $3,975,005
Saba Capital Management, L.P. 0.69% 424,577 +325% 0.12% $3,647,116
FIRST TRUST ADVISORS LP 0.52% 321,997 +9.2% 0% $2,765,951
OSAIC HOLDINGS, INC. 0.47% 286,152 +2.9% 0% $2,458,091
STIFEL FINANCIAL CORP 0.44% 267,636 +1.5% 0% $2,298,991
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.39% 238,911 -27% 0.37% $2,052,245
RIVERBRIDGE PARTNERS LLC 0.38% 235,630 +158% 0.04% $2,024,058
Matisse Capital 0.37% 230,000 0% 0.88% $1,975,700
RAYMOND JAMES FINANCIAL INC 0.31% 188,032 +1.4% 0% $1,615,192
Atala Financial Inc 0.31% 187,584 -13% 1% $1,611,347
TrueMark Investments, LLC 0.29% 180,960 +2.5% 0.3% $1,554,446
Ionic Capital Management LLC 0.28% 170,464 +9.1% 1.5% $1,464,286

Institutional Holders of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - Common Shares of Beneficial Interest (WIW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 23,982,815 $206,014,129 -$9,711,389 $8.59 96
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
2020 Q2 29,139,049 $319,410,587 +$7,275,968 $10.96 76
2020 Q1 28,489,810 $272,446,932 +$2,724,713 $9.56 84
2019 Q4 27,644,985 $319,013,649 -$1,962,802 $11.54 85
2019 Q3 28,136,940 $311,726,236 +$14,564,995 $11.08 83
2019 Q2 27,673,404 $309,663,000 +$9,360,436 $11.19 79
2019 Q1 27,098,036 $290,715,039 +$15,801,112 $10.73 76
2018 Q4 26,356,396 $267,511,022 +$21,478,823 $10.15 80
2018 Q3 24,177,485 $262,057,641 -$4,927,393 $10.84 75
2018 Q2 24,275,069 $270,672,212 +$2,032,230 $11.15 77
2018 Q1 24,132,642 $273,162,392 -$1,904,408 $11.32 81
2017 Q4 24,152,460 $275,813,127 +$3,216,198 $11.42 79
2017 Q3 23,739,150 $267,718,838 +$1,126,476 $11.28 71
2017 Q2 23,650,866 $260,611,578 +$7,906,772 $11.02 69
2017 Q1 22,933,785 $256,155,771 -$3,788,006 $11.17 72
2016 Q4 23,257,937 $259,073,731 +$3,464,732 $11.14 70
2016 Q3 22,948,663 $256,777,190 +$1,757,199 $11.19 75
2016 Q2 22,858,009 $253,952,110 -$1,046,931 $11.11 71
2016 Q1 22,989,880 $254,250,060 +$6,419,956 $11.06 69
2015 Q4 22,596,720 $232,621,290 +$6,147,014 $10.29 73
2015 Q3 21,853,251 $227,259,400 +$8,330,140 $10.40 69
2015 Q2 21,007,484 $235,083,974 +$12,874,727 $11.19 66
2015 Q1 19,881,773 $225,469,326 -$13,136,897 $11.34 68
2014 Q4 21,037,025 $237,710,236 -$2,651,633 $11.30 65
2014 Q3 21,325,868 $247,171,851 +$4,454,356 $11.59 67
2014 Q2 20,939,101 $257,757,017 +$14,845,531 $12.31 67
2014 Q1 19,739,957 $229,574,742 +$12,861,892 $11.63 66