Western Asst Infl-LNK OppWIW

13F holders, Q2 2026 (June 30)
99holders +4
13new positions
9sold out
1famous investor
$8.40avg. 13F price*

At the end of Q2 2026, 99 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, up 4 from Q1 2026. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($64.1M), Allspring Global Investments Holdings, LLC ($9.0M) and PenderFund Capital Management Ltd. ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Western Asst Infl-LNK Opp
CUSIP
95766R104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 89Q1 2024Q2 2024: 92Q2 2024Q3 2024: 95Q3 2024Q4 2024: 94Q4 2024Q1 2025: 95Q1 2025Q2 2025: 91Q2 2025Q3 2025: 88Q3 2025Q4 2025: 97Q4 2025Q1 2026: 95Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$10.2M
Exits9$1.4M

All 13F filers, Q1 2026 → Q2 2026: 2,963,029 shares bought and 3,086,557 shares sold, net −123,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

Morgan Stanley 0.00% Add +5.9% 7,634,301 $64.1M
Allspring Global Investments Holdings, LLC 0.01% No change 1,075,268 $9.0M
PenderFund Capital Management Ltd. 3.78% Reduce -2.4% 998,747 $8.4M
Invesco Ltd. 0.00% Reduce -1.9% 903,565 $7.6M
Rivernorth Capital Management, LLC 0.35% Reduce -9.1% 875,999 $7.4M
Bank of America Corp. 0.00% Add +2.0% 793,312 $6.7M
Guggenheim Capital LLC 0.04% Reduce -10.9% 775,910 $6.5M
Saba Capital Management, L.P. 0.20% Add +436.3% 753,909 $6.3M
1607 Capital Partners, LLC 0.52% Reduce -40.6% 708,052 $5.9M
Baird Financial Group, Inc. 0.01% Add +3.6% 576,774 $4.8M
LPL Financial LLC 0.00% Reduce -15.4% 566,854 $4.8M
HighTower Advisors, LLC 0.00% Add +0.3% 491,394 $4.1M
Capstone Investment Advisors, LLC 0.04% No change 462,748 $3.9M
Atlas Wealth LLC 0.56% New 415,617 $3.5M
GatePass Capital, LLC 1.25% Add +292.6% 381,650 $3.2M
First Trust Advisors LP 0.00% Add +6.2% 375,031 $3.2M
Waterloo Capital, L.P. 0.17% New 361,156 $3.0M
Osaic Holdings, Inc. 0.00% Add +1.9% 287,983 $2.4M
Raymond James Financial Inc. 0.00% Add +14.2% 287,724 $2.4M
Riverbridge Partners LLC 0.06% Add +2.9% 252,005 $2.1M
Stifel Financial Corp. 0.00% Reduce -8.3% 243,461 $2.0M
Matisse Capital 0.77% No change 230,000 $1.9M
TrueMark Investments, LLC 0.21% Add +7.1% 204,141 $1.7M
Advisors Asset Management, Inc. 0.03% New 195,523 $1.6M
Atala Financial Inc 0.98% No change 192,584 $1.6M
Summit Financial, LLC 0.02% Add +23.3% 173,581 $1.5M
Closed-End Fund Advisors, Inc. 1.29% Add +0.5% 157,106 $1.3M
Wakefield Asset Management LLLP 0.28% Add +26.6% 150,451 $1.3M
NWF Advisory Services Inc. 0.11% Reduce -7.5% 144,650 $1.2M
Jane Street Group, LLC 0.00% Add +174.3% 138,445 $1.2M
Private Advisor Group, LLC 0.01% Reduce -77.5% 135,060 $1.1M
Roberts Glore & Co. Inc. 0.26% Add +0.4% 123,716 $1.0M
Wolverine Asset Management LLC 0.05% Add +185.8% 120,380 $1.0M
Dynamic Advisor Solutions LLC 0.03% Add +6.3% 115,200 $968K
Ionic Capital Management LLC 1.04% Reduce -32.7% 114,788 $964K
Cutler Capital Management, LLC 0.30% Add +5.6% 111,992 $941K
Grace & White Inc. 0.13% No change 97,961 $823K
Oppenheimer & Co. Inc. 0.01% Add +7.8% 92,500 $777K
PFG Investments, LLC 0.03% Add +0.0% 84,345 $709K
Twin Focus Capital Partners, LLC 0.07% No change 83,413 $701K
Cetera Investment Advisers 0.00% Add +10.3% 75,486 $634K
HBW Advisory Services LLC 0.06% No change 72,553 $609K
Janney Montgomery Scott LLC 0.00% Reduce -26.2% 70,218 $590K
Royal Bank of Canada 0.00% Add +2.3% 69,604 $585K
Robinson Capital Management, LLC 0.26% No change 68,910 $579K
XTX Topco Ltd 0.01% New 68,056 $572K
Envestnet Asset Management Inc. 0.00% Add +15.1% 65,191 $548K
UBS Group AG 0.00% Reduce -3.5% 63,150 $530K
Fifth Third Bancorp 0.00% Reduce -7.5% 48,606 $408K
Readystate Asset Management LP 0.02% New 43,411 $365K
PVG Asset Management Corp. 0.20% Reduce -23.8% 41,513 $349K
Uhlmann Price Securities, LLC 0.01% Add +2.2% 36,471 $306K
AlphaStar Capital Management, LLC 0.02% New 34,500 $290K
Hollencrest Capital Management 0.02% No change 34,406 $289K
Global Retirement Partners, LLC 0.00% — 33,376 $280K
HRT Financial LP 0.00% New 30,566 $256K
Quantinno Capital Management LP 0.00% Reduce -55.6% 29,422 $247K
Corient Private Wealth LP 0.00% Reduce -65.6% 29,423 $247K
Citadel Advisors 0.00% Add +170.1% 27,829 $234K
Susquehanna International Group, LLP 0.00% Add +73.3% 25,619 $215K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +8.3% 22,985 $193K
Mariner, LLC 0.00% Add +2.3% 22,665 $190K
Merit Financial Group, LLC 0.00% Add +9.4% 20,370 $171K
Steward Partners Investment Advisory, LLC 0.00% No change 18,305 $154K
Virtu Financial LLC 0.00% New 16,078 $135K
Accredited Investor Services, LLC 0.07% Add +4.9% 15,021 $126K
MML Investors Services, LLC 0.00% Add +2.0% 14,027 $118K
Park Avenue Securities LLC 0.00% Add +2.3% 13,922 $117K
Fiera Capital Corp 0.00% Add +14.1% 12,794 $107K
Verus Capital Partners, LLC 0.01% Reduce -17.5% 12,694 $107K
Investment Advisory Services Inc. /TX 0.03% New 12,100 $102K
DKM Wealth Management, Inc. 0.07% No change 12,000 $101K
Capital Investment Advisors, LLC 0.00% New 11,394 $96K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,201 $86K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +6.0% 9,665 $81K
Clear Street Group Inc. 0.00% New 8,450 $71K
Blue Bell Private Wealth Management, LLC 0.01% No change 6,924 $58K
Hara Capital LLC 0.03% No change 6,774 $57K
Thomas J. Herzfeld Advisors, Inc. 0.02% No change 6,546 $55K
WPG Advisers, LLC 0.03% Add +5.8% 6,025 $51K
Arax Advisory Partners 0.00% New 5,858 $49K
North Star Investment Management Corp. 0.00% Add +1.3% 5,243 $44K
Harbour Investments, Inc. 0.00% No change 4,500 $38K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,000 $25K
Gables Capital Management Inc. 0.01% No change 2,364 $20K
NewEdge Advisors, LLC 0.00% Add +2.2% 2,056 $17K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,887 $16K
Allworth Financial LP 0.00% Add +23.1% 1,600 $13K
IFP Advisors, Inc 0.00% Add +100.0% 1,000 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $8K
Key Financial Inc 0.00% No change 708 $6K
Wells Fargo & Company 0.00% Reduce -100.0% 681 $6K
Rockefeller Capital Management L.P. 0.00% No change 632 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 500 $4K
Highline Wealth Partners LLC 0.00% No change 250 $2K
Atlantic Union Bankshares Corp 0.00% No change 200 $2K
Bfsg, LLC 0.00% No change 75 $630
McGuire Capital Advisors Inc. 0.00% No change 43 $361
Bogart Wealth, LLC 0.00% No change 21 $180

"% of holder's portfolio" is WIW's weight in each manager's 13F, not the share of Western Asst Infl-LNK Opp the manager owns.