NEW YORK, NY
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIW— Latest position per institution from SEC 13F filings
15
Institutional holders
21.15M
Total shares held
165.80M
Estimated value
1.06M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
7.63M
Value
64.13M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.43M
Value
12.14K
Filed
Jun 30, 2024
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
1.28M
Value
10.91M
Filed
Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
1.08M
Value
9.03M
Filed
Jun 30, 2026
PENDERFUND CAPITAL MANAGEMENT LTD.
CIK 1706164
Shares
998.75K
Value
8.39M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
903.57K
Value
7.59M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
876K
Value
7.36M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
793.31K
Value
6.66M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
775.91K
Value
6.52M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
753.91K
Value
6.33M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
708.05K
Value
5.95M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
576.77K
Value
4.84M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
566.85K
Value
4.76M
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
491.39K
Value
4.13M
Filed
Jun 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 1426196
Shares
462.75K
Value
3.89M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
415.62K
Value
3.49M
Filed
Jun 30, 2026
GATEPASS CAPITAL, LLC
CIK 2087399
Shares
381.65K
Value
3.21M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
375.03K
Value
3.15M
Filed
Jun 30, 2026
WATERLOO CAPITAL, L.P.
CIK 1730942
Shares
361.16K
Value
3.03M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
287.98K
Value
2.42M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 7.63M | 64.13M | Jun 30, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.43M | 12.14K | Jun 30, 2024 |
| 3 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 1.28M | 10.91M | Jun 30, 2024 |
| 4 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 1.08M | 9.03M | Jun 30, 2026 |
| 5 | PENDERFUND CAPITAL MANAGEMENT LTD. | 1706164 | 998.75K | 8.39M | Jun 30, 2026 |
| 6 | INVESCO LTD. | 914208 | 903.57K | 7.59M | Jun 30, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 876K | 7.36M | Jun 30, 2026 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 793.31K | 6.66M | Jun 30, 2026 |
| 9 | GUGGENHEIM CAPITAL LLC | 1283072 | 775.91K | 6.52M | Jun 30, 2026 |
| 10 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 753.91K | 6.33M | Jun 30, 2026 |
| 11 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 708.05K | 5.95M | Jun 30, 2026 |
| 12 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 576.77K | 4.84M | Jun 30, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 566.85K | 4.76M | Jun 30, 2026 |
| 14 | HIGHTOWER ADVISORS, LLC | 1462245 | 491.39K | 4.13M | Jun 30, 2026 |
| 15 | CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | 462.75K | 3.89M | Jun 30, 2026 |
| 16 | ATLAS WEALTH LLC | 1964106 | 415.62K | 3.49M | Jun 30, 2026 |
| 17 | GATEPASS CAPITAL, LLC | 2087399 | 381.65K | 3.21M | Jun 30, 2026 |
| 18 | FIRST TRUST ADVISORS LP | 1125816 | 375.03K | 3.15M | Jun 30, 2026 |
| 19 | WATERLOO CAPITAL, L.P. | 1730942 | 361.16K | 3.03M | Jun 30, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 287.98K | 2.42M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.