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Who owns WIW?

Institutional ownership of Western Asset Inflation-Linked Opportunities & Income Fund from Form 13F, Q2 2026

100 institutional managers reported holding Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Form 13F filings for Q2 2026, with 23,160,981 shares worth $195M. The largest reported holder was Morgan Stanley. Managers that filed both quarters cut a net 25,705 shares (-0.1%). 15 opened new positions and 8 sold out.

Funds holding
100
Value held
$195M
New / sold out
15 / 8
Net shares, same filers
-0.1%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of WIW

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$64.1M33.0%7,634,301Added
Allspring Global Investments Holdings, LLC$9.0M4.6%1,075,268Unchanged
PenderFund Capital Management Ltd.$8.4M4.3%998,747Trimmed
Invesco Ltd.$7.6M3.9%903,565Trimmed
Rivernorth Capital Management, LLC$7.4M3.8%875,999Trimmed
Bank of America Corp$6.7M3.4%793,312Added
Guggenheim Capital LLC$6.5M3.4%775,910Trimmed
Saba Capital Management, L.P.$6.3M3.3%753,909Added
1607 Capital Partners, LLC$5.9M3.1%708,052Trimmed
Baird Financial Group, Inc.$4.8M2.5%576,774Added
LPL Financial LLC$4.8M2.4%566,854Trimmed
HighTower Advisors, LLC$4.1M2.1%491,394Added
Capstone Investment Advisors, LLC$3.9M2.0%462,748Unchanged
Atlas Wealth LLC$3.5M1.8%415,617New
GatePass Capital, LLC$3.2M1.6%381,650Added
First Trust Advisors LP$3.2M1.6%375,031Added
Waterloo Capital, L.P.$3.0M1.6%361,156New
Osaic Holdings, Inc.$2.4M1.2%287,983Added
Raymond James Financial Inc$2.4M1.2%287,724Added
Riverbridge Partners LLC$2.1M1.1%252,005Added
Stifel Financial Corp$2.0M1.1%243,461Trimmed
Matisse Capital$1.9M1.0%230,000Unchanged
TrueMark Investments, LLC$1.7M0.9%204,141Added
Advisors Asset Management, Inc.$1.6M0.8%195,523New
Atala Financial Inc$1.6M0.8%192,584Unchanged

Share of 13F holdings is each fund's shares as a share of the 23,160,981 WIW shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Saba Capital Management, L.P. Added+$5.2M
  2. Morgan Stanley Added+$3.6M
  3. Atlas Wealth LLC New+$3.5M
  4. Waterloo Capital, L.P. New+$3.0M
  5. GatePass Capital, LLC Added+$2.4M
  6. Advisors Asset Management, Inc. New+$1.6M
  7. Jane Street Group, LLC Added+$739K
  8. Wolverine Asset Management LLC Added+$657K
  9. XTX Topco Ltd New+$572K
  10. Readystate Asset Management LP New+$365K

Biggest sellers in Q2 2026

  1. Wells Fargo & Company Trimmed-$11.9M
  2. 1607 Capital Partners, LLC Trimmed-$4.1M
  3. Private Advisor Group, LLC Trimmed-$3.9M
  4. LPL Financial LLC Trimmed-$868K
  5. Guggenheim Capital LLC Trimmed-$796K
  6. Rivernorth Capital Management, LLC Trimmed-$734K
  7. Corient Private Wealth LP Trimmed-$472K
  8. Ionic Capital Management LLC Trimmed-$468K
  9. Quantinno Capital Management LP Trimmed-$310K
  10. BlackDiamond Wealth Management, LLC Sold out-$221K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $25.0M and sold $25.3M; 38 added and 17 trimmed.

Questions about WIW ownership

Who owns WIW stock?
100 institutional investment managers reported WIW positions in their Form 13F filings for Q2 2026, holding 23,160,981 shares worth $195M in total. Morgan Stanley reported the largest position.
Are funds buying or selling WIW?
In Q2 2026, 15 managers opened new WIW positions, 38 added, 17 trimmed and 8 sold out. Managers that filed in both quarters sold a net 25,705 shares.
How current is this WIW institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to WIW by CUSIP. Options are left out. WIW news and filings · WIW insider trades · Top funds