WIWNYSEFiscal year ends December 31
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND
$7.89−0.07 (-0.88%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
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- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
23M
Shares held, 13F filers
Institutional holders
100
15 new, 9 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Morgan Stanley | 5,224,323 | 8.50% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WIW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 7,634,301 | – | $64.13M | +425,634 | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,075,268 | – | $9.03M | – | 0.01% |
| PenderFund Capital Management Ltd. | 998,747 | – | $8.39M | −24,450 | 1.08% |
| Invesco Ltd. | 903,565 | – | $7.59M | −17,134 | 0.00% |
| Rivernorth Capital Management, LLC | 875,999 | – | $7.36M | −87,440 | 0.35% |
| Bank Of America Corp /De/ | 793,312 | – | $6.66M | +15,355 | 0.00% |
| Guggenheim Capital LLC | 775,910 | – | $6.52M | −94,805 | 0.04% |
| Saba Capital Management, L.P. | 753,909 | – | $6.33M | +613,324 | 0.16% |
| 1607 Capital Partners, LLC | 708,052 | – | $5.95M | −484,938 | 0.52% |
| Baird Financial Group, Inc. | 576,774 | – | $4.84M | +19,989 | 0.01% |
| LPL Financial LLC | 566,854 | – | $4.76M | −103,388 | 0.00% |
| HighTower Advisors, LLC | 491,394 | – | $4.13M | +1,336 | 0.00% |
| Capstone Investment Advisors, LLC | 462,748 | – | $3.89M | – | 0.01% |
| Atlas Wealth LLC | 415,617 | – | $3.49M | New | 0.50% |
| GatePass Capital, LLC | 381,650 | – | $3.21M | +284,450 | 1.22% |
| First Trust Advisors LP | 375,031 | – | $3.15M | +21,836 | 0.00% |
| Waterloo Capital, L.P. | 361,156 | – | $3.03M | New | 0.17% |
| Osaic Holdings, Inc. | 287,983 | – | $2.42M | +5,421 | 0.00% |
| Raymond James Financial Inc | 287,724 | – | $2.42M | +35,856 | 0.00% |
| Riverbridge Partners LLC | 252,005 | – | $2.12M | +7,131 | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | 23M | 15 / 40 | 18 / 9 | 3M | 3M |
| Q1 2026 | 95 | 23M | 13 / 29 | 28 / 13 | 1M | 2M |
| Q4 2025 | 97 | 24M | 16 / 31 | 32 / 6 | 1M | 2M |
| Q3 2025 | 88 | 25M | 7 / 32 | 27 / 10 | 2M | 2M |
| Q2 2025 | 91 | 26M | 11 / 34 | 28 / 13 | 1M | 1M |
| Q1 2025 | 95 | 25M | 12 / 39 | 22 / 11 | 2M | 2M |
| Q4 2024 | 94 | 25M | 15 / 31 | 30 / 14 | 4M | 3M |
| Q3 2024 | 95 | 25M | 17 / 34 | 24 / 14 | 4M | 5M |
| Q2 2024 | 92 | 26M | 11 / 30 | 28 / 8 | 2M | 15M |
| Q1 2024 | 89 | 39M | 11 / 42 | 17 / 18 | 10M | 2M |
| Q4 2023 | 98 | 31M | 17 / 25 | 34 / 6 | 8M | 2M |
| Q3 2023 | 87 | 25M | 13 / 24 | 30 / 9 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WIW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 819,291 | – | $6.97M | 0.84% | May 31, 2026 |
| RiverNorth/DoubleLine Strategic Income Fund | 671,858 | – | $5.64M | 0.64% | Jun 30, 2026 |
| First Trust Income Opportunities ETF | 232,457 | – | $1.98M | 2.50% | May 31, 2026 |
| Matisse Discounted Bond CEF Strategy | 230,000 | – | $1.93M | 3.62% | Jun 30, 2026 |
| RiverNorth Active Income ETF | 185,178 | – | $1.53M | 3.88% | Jul 31, 2026 |
| Saba Closed-End Funds ETF | 140,585 | – | $1.20M | 0.28% | May 31, 2026 |
| Robinson Opportunistic Income Fund | 68,500 | – | $575.40K | 5.40% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund | 3,988 | – | $33.50K | 0.12% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 1,422 | – | $11.94K | 0.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Kim Stout | – | – | Apr 7, 2026 |
| Jeffrey Masom | – | – | Aug 28, 2025 |
| Thomas Gahan | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Larson Director | Sep 27, 2023 | Buy | +5,000 | $8.30 | $41.50K | 14,547 |
| Michael Larson Director | Jul 15, 2022 | Buy | +5,000 | $10.16 | $50.80K | 9,547 |
| Cascade Investment, L.L.C. 10% owner | May 31, 2022 | Buy | +149,299 | $11.23 | $1.68M | 14,022,751 |
| Cascade Investment, L.L.C. 10% owner | May 27, 2022 | Buy | +38,836 | $11.17 | $433.80K | 13,873,452 |
| Cascade Investment, L.L.C. 10% owner | May 26, 2022 | Buy | +47,195 | $11.05 | $521.50K | 13,834,616 |
| Cascade Investment, L.L.C. 10% owner | May 25, 2022 | Buy | +63,429 | $10.97 | $695.82K | 13,787,421 |
| William H. Gates Iii 10% owner | May 24, 2022 | Buy | +40,915 | $10.75 | $439.84K | 13,723,992 |
| William H. Gates Iii 10% owner | May 23, 2022 | Buy | +15,797 | $10.59 | $167.29K | 13,683,077 |
| Cascade Investment, L.L.C. 10% owner | May 20, 2022 | Buy | +29,696 | $10.52 | $312.40K | 13,667,280 |
| Cascade Investment, L.L.C. 10% owner | May 19, 2022 | Buy | +63,646 | $10.60 | $674.65K | 13,637,584 |
| William H. Gates Iii 10% owner | May 18, 2022 | Buy | +51,187 | $10.58 | $541.56K | 13,573,938 |
| Ronald E. Toupin Jr Director | Apr 1, 2019 | Buy | +250 | $11.09 | $2.77K | 2,413 |
| Ronald E. Toupin Jr Director | Oct 8, 2018 | Buy | +150 | $11.15 | $1.67K | 2,119 |
| Ronald E. Toupin Jr Director | Apr 2, 2018 | Buy | +150 | $11.35 | $1.70K | 1,931 |
| Ronald E. Toupin Jr Director | Sep 30, 2016 | Buy | +250 | $11.20 | $2.80K | 1,689 |
| Ronald E. Toupin Jr Director | Jan 8, 2016 | Buy | +175 | $10.35 | $1.81K | 1,320 |
| Ronald E. Toupin Jr Director | Dec 16, 2015 | Buy | +100 | $10.24 | $1.02K | 1,142 |
| Ronald E. Toupin Jr Director | Oct 13, 2015 | Buy | +100 | $10.45 | $1.05K | 1,035 |
| Cascade Investment, L.L.C. 10% owner | Apr 7, 2015 | Buy | +5,000 | $11.42 | $57.10K | 13,522,751 |
| Cascade Investment, L.L.C. 10% owner | Apr 6, 2015 | Buy | +18,300 | $11.45 | $209.54K | 13,517,751 |
| Ronald E. Toupin Jr Director | Apr 6, 2015 | Buy | +100 | $11.46 | $1.15K | 919 |
| William H. Gates Iii 10% owner | Apr 2, 2015 | Buy | +40,100 | $11.41 | $457.54K | 13,499,452 |
| Cascade Investment, L.L.C. 10% owner | Apr 1, 2015 | Buy | +10,637 | $11.42 | $121.47K | 13,459,352 |
| William H. Gates Iii 10% owner | Mar 30, 2015 | Buy | +6,000 | $11.37 | $68.22K | 13,448,715 |
| William H. Gates Iii 10% owner | Mar 27, 2015 | Buy | +7,300 | $11.34 | $82.78K | 13,442,715 |
| Cascade Investment, L.L.C. 10% owner | Mar 26, 2015 | Buy | +32,100 | $11.31 | $363.05K | 13,435,415 |
| Cascade Investment, L.L.C. 10% owner | Mar 24, 2015 | Buy | +50,000 | $11.32 | $566.00K | 13,403,315 |
| Cascade Investment, L.L.C. 10% owner | Mar 23, 2015 | Buy | +29,200 | $11.27 | $329.08K | 13,353,315 |
| Cascade Investment, L.L.C. 10% owner | Mar 20, 2015 | Buy | +24,100 | $11.26 | $271.37K | 13,324,115 |
| William H. Gates Iii 10% owner | Mar 19, 2015 | Buy | +4,000 | $11.25 | $45.00K | 13,300,015 |
| William H. Gates Iii 10% owner | Mar 16, 2015 | Buy | +7,200 | $11.17 | $80.42K | 13,296,015 |
| William H. Gates Iii 10% owner | Mar 13, 2015 | Buy | +800 | $11.19 | $8.95K | 13,288,815 |
| William H. Gates Iii 10% owner | Mar 12, 2015 | Buy | +7,800 | $11.21 | $87.44K | 13,288,015 |
| Cascade Investment, L.L.C. 10% owner | Mar 11, 2015 | Buy | +280,700 | $11.22 | $3.15M | 13,280,215 |
| Cascade Investment, L.L.C. 10% owner | Mar 10, 2015 | Buy | +100 | $11.23 | $1.12K | 12,999,514 |
| William H. Gates Iii 10% owner | Mar 9, 2015 | Buy | +11,064 | $11.25 | $124.47K | 12,961,763 |
| William H. Gates Iii 10% owner | Mar 3, 2015 | Buy | +50,000 | $11.36 | $568.00K | 12,950,699 |
| Cascade Investment, L.L.C. 10% owner | Mar 2, 2015 | Buy | +38,400 | $11.37 | $436.61K | 12,900,699 |
| William H. Gates Iii 10% owner | Feb 27, 2015 | Buy | +11,200 | $11.34 | $127.01K | 12,862,299 |
| William H. Gates Iii 10% owner | Feb 11, 2015 | Buy | +25,000 | $11.30 | $282.50K | 12,851,099 |
| William H. Gates Iii 10% owner | Feb 10, 2015 | Buy | +13,000 | $11.33 | $147.29K | 12,826,099 |
| William H. Gates Iii 10% owner | Feb 5, 2015 | Buy | +20,500 | $11.47 | $235.14K | 12,780,432 |
| William H. Gates Iii 10% owner | Feb 4, 2015 | Buy | +25,000 | $11.47 | $286.75K | 12,759,932 |
| William H. Gates Iii 10% owner | Feb 3, 2015 | Buy | +21,000 | $11.48 | $241.08K | 12,734,932 |
| Cascade Investment, L.L.C. 10% owner | Feb 2, 2015 | Buy | +11,500 | $11.47 | $131.91K | 12,713,932 |
| William H. Gates Iii 10% owner | Jan 30, 2015 | Buy | +80,700 | $11.50 | $928.05K | 12,702,432 |
| Cascade Investment, L.L.C. 10% owner | Jan 29, 2015 | Buy | +17,100 | $11.42 | $195.28K | 12,621,732 |
| Cascade Investment, L.L.C. 10% owner | Jan 28, 2015 | Buy | +7,600 | $11.47 | $87.17K | 12,604,632 |
| Cascade Investment, L.L.C. 10% owner | Jan 27, 2015 | Buy | +16,544 | $11.46 | $189.59K | 12,597,032 |
| Ronald E. Toupin Jr Director | Jan 16, 2015 | Buy | +190 | $11.42 | $2.17K | 812 |
| Cascade Investment, L.L.C. 10% owner | Jan 15, 2015 | Buy | +408,000 | $11.41 | $4.66M | 12,580,489 |
| Cascade Investment, L.L.C. 10% owner | Jan 14, 2015 | Buy | +100 | $11.39 | $1.14K | 12,172,489 |
| William H. Gates Iii 10% owner | Jan 13, 2015 | Buy | +651,028 | $11.32 | $7.37M | 12,172,389 |
| William H. Gates Iii 10% owner | Jan 12, 2015 | Buy | +5,000 | $11.35 | $56.75K | 11,521,361 |
| William H. Gates Iii 10% owner | Jan 9, 2015 | Buy | +50,000 | $11.34 | $567.00K | 11,516,361 |
| William H. Gates Iii 10% owner | Jan 8, 2015 | Buy | +50,000 | $11.35 | $567.50K | 11,436,329 |
| Cascade Investment, L.L.C. 10% owner | Jan 7, 2015 | Buy | +25,000 | $11.34 | $283.50K | 11,386,329 |
| Cascade Investment, L.L.C. 10% owner | Jan 2, 2015 | Buy | +100 | $11.29 | $1.13K | 11,361,329 |
| William H. Gates Iii 10% owner | Dec 30, 2014 | Buy | +125,000 | $11.26 | $1.41M | 11,361,229 |
| Cascade Investment, L.L.C. 10% owner | Dec 23, 2014 | Buy | +4,700 | $11.25 | $52.88K | 11,236,229 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.