NEW YORK, NY
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIW— Latest position per institution from SEC 13F filings
15
Institutional holders
22.11M
Total shares held
175.20M
Estimated value
1.11M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
7.21M
Value
60.99M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.43M
Value
12.14K
Filed
Jun 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.41M
Value
11.95M
Filed
Mar 31, 2026
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
1.28M
Value
10.91M
Filed
Jun 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
1.19M
Value
10.09M
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
1.08M
Value
9.10M
Filed
Mar 31, 2026
PENDERFUND CAPITAL MANAGEMENT LTD.
CIK 1706164
Shares
1.02M
Value
8.66M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
963.44K
Value
8.15M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
920.70K
Value
7.79M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
870.72K
Value
7.37M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
777.96K
Value
6.58M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
670.24K
Value
5.67M
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
600.35K
Value
5.08M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
556.78K
Value
4.71M
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
490.06K
Value
4.15M
Filed
Mar 31, 2026
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 1426196
Shares
462.75K
Value
3.91M
Filed
Mar 31, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
353.19K
Value
2.99M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
282.56K
Value
2.39M
Filed
Mar 31, 2026
ATLAS PRIVATE WEALTH ADVISORS
CIK 1814234
Shares
277.54K
Value
2.46M
Filed
Jun 30, 2023
STIFEL FINANCIAL CORP
CIK 720672
Shares
265.51K
Value
2.25M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 7.21M | 60.99M | Mar 31, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.43M | 12.14K | Jun 30, 2024 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.41M | 11.95M | Mar 31, 2026 |
| 4 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 1.28M | 10.91M | Jun 30, 2024 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 1.19M | 10.09M | Mar 31, 2026 |
| 6 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 1.08M | 9.10M | Mar 31, 2026 |
| 7 | PENDERFUND CAPITAL MANAGEMENT LTD. | 1706164 | 1.02M | 8.66M | Mar 31, 2026 |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 963.44K | 8.15M | Mar 31, 2026 |
| 9 | INVESCO LTD. | 914208 | 920.70K | 7.79M | Mar 31, 2026 |
| 10 | GUGGENHEIM CAPITAL LLC | 1283072 | 870.72K | 7.37M | Mar 31, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 777.96K | 6.58M | Mar 31, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 670.24K | 5.67M | Mar 31, 2026 |
| 13 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 600.35K | 5.08M | Mar 31, 2026 |
| 14 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 556.78K | 4.71M | Mar 31, 2026 |
| 15 | HIGHTOWER ADVISORS, LLC | 1462245 | 490.06K | 4.15M | Mar 31, 2026 |
| 16 | CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | 462.75K | 3.91M | Mar 31, 2026 |
| 17 | FIRST TRUST ADVISORS LP | 1125816 | 353.19K | 2.99M | Mar 31, 2026 |
| 18 | OSAIC HOLDINGS, INC. | 1677044 | 282.56K | 2.39M | Mar 31, 2026 |
| 19 | ATLAS PRIVATE WEALTH ADVISORS | 1814234 | 277.54K | 2.46M | Jun 30, 2023 |
| 20 | STIFEL FINANCIAL CORP | 720672 | 265.51K | 2.25M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.