Western Asst Infl-LNK OppWIW
13F holders, Q4 2024 (December 31)94holders −1
11new positions
14sold out
2famous investors
$8.41avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, down 1 from Q3 2024. 11 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($58.1M), Allspring Global Investments Holdings, LLC ($19.8M) and 1607 Capital Partners, LLC ($17.5M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.7M |
| Exits | 14 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,795,933 shares bought and 3,458,456 shares sold, net +337,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Reduce -19.5% | 7,028,194 | $58.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -7.0% | 2,389,523 | $19.8M |
| 1607 Capital Partners, LLC | 1.40% | Add +99.2% | 2,112,328 | $17.5M |
| Rivernorth Capital Management, LLC | 0.82% | No change | 2,045,275 | $16.9M |
| PenderFund Capital Management Ltd. | 5.07% | No change | 953,094 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +85747.2% | 1,288,567 | $10.7M |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 976,939 | $8.1M |
| Private Advisor Group, LLC | 0.03% | Add +30.3% | 665,792 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +29.7% | 655,550 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -21.2% | 616,147 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 511,381 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.0% | 507,662 | $4.2M |
| LPL Financial LLC | 0.00% | Add +739.9% | 444,565 | $3.7M |
| Capstone Investment Advisors, LLC | 0.03% | New | 305,290 | $2.5M |
| Wakefield Asset Management LLLP | 0.84% | Add +1.8% | 301,872 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 266,737 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -0.1% | 263,946 | $2.2M |
| Matisse Capital | 0.97% | Reduce -0.2% | 230,533 | $1.9M |
| Atala Financial Inc | 1.27% | — | 218,393 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 213,260 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 204,704 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +4.9% | 173,622 | $1.4M |
| Roberts Glore & Co. Inc. | 0.43% | Reduce -3.1% | 173,324 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | Reduce -13.1% | 166,249 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.0% | 165,863 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 153,089 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.33% | Add +24.3% | 135,761 | $1.1M |
| Ionic Capital Management LLC | 1.55% | Add +53.7% | 129,740 | $1.1M |
| Grace & White Inc. | 0.20% | Reduce -31.6% | 124,620 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -79.0% | 112,950 | $934K |
| UBS Group AG | 0.00% | Reduce -19.0% | 106,467 | $880K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -33.0% | 96,550 | $798K |
| First Trust Advisors LP | 0.00% | Add +148.8% | 92,947 | $769K |
| Cutler Capital Management, LLC | 0.33% | Add +8.2% | 88,765 | $734K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 85,805 | $710K |
| Stansberry Asset Management, LLC | 0.08% | Add +5.1% | 73,316 | $606K |
| PFG Investments, LLC | 0.04% | Add +216.2% | 73,128 | $605K |
| Twin Focus Capital Partners, LLC | 0.07% | Add +0.8% | 60,163 | $498K |
| Hollencrest Capital Management | 0.02% | No change | 53,842 | $445K |
| Millennium Management | 0.00% | Reduce -55.5% | 52,028 | $430K |
| CSS LLC | 0.08% | Add +5.0% | 50,627 | $419K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -33.4% | 47,903 | $396K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.2% | 47,400 | $392K |
| Comerica Bank | 0.00% | Reduce -14.9% | 45,599 | $377K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -43.2% | 42,420 | $351K |
| Concorde Asset Management, LLC | 0.16% | Reduce -6.7% | 37,550 | $311K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.6% | 35,610 | $294K |
| BlackDiamond Wealth Management, LLC | 0.17% | Reduce -3.7% | 35,577 | $294K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 35,139 | $291K |
| Cetera Investment Advisers | 0.00% | Add +56.9% | 34,054 | $282K |
| Uhlmann Price Securities, LLC | 0.21% | Reduce -20.9% | 33,113 | $274K |
| Integrated Capital Management, Inc. | 0.21% | Add +6.7% | 32,338 | $267K |
| Readystate Asset Management LP | 0.02% | New | 30,375 | $251K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 28,900 | $239K |
| MML Investors Services, LLC | 0.00% | Add +4.4% | 27,556 | $228K |
| Almitas Capital LLC | 0.05% | Reduce -59.7% | 25,454 | $211K |
| Rpo LLC | 0.25% | Reduce -2.0% | 21,006 | $174K |
| Mariner, LLC | 0.00% | Add +9.6% | 20,785 | $172K |
| Verus Capital Partners, LLC | 0.02% | Add +0.9% | 19,827 | $164K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.7% | 17,931 | $148K |
| Arnhold LLC | 0.01% | No change | 17,500 | $145K |
| Citadel Advisors | 0.00% | Add +21.6% | 17,189 | $142K |
| Jane Street Group, LLC | 0.00% | Add +52.6% | 16,876 | $140K |
| Elequin Capital, LP | 0.02% | New | 16,370 | $135K |
| Moors & Cabot, Inc. | 0.01% | No change | 15,000 | $124K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -21.0% | 13,828 | $114K |
| HRT Financial LP | 0.00% | New | 12,795 | $105K |
| DKM Wealth Management, Inc. | 0.09% | — | 12,000 | $99K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | No change | 10,900 | $90K |
| Hara Capital LLC | 0.06% | No change | 10,774 | $89K |
| Mezzasalma Advisors, LLC | 0.03% | New | 10,626 | $88K |
| Mgo One Seven LLC | 0.00% | New | 10,565 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 10,357 | $86K |
| StoneX Group Inc. | 0.00% | New | 10,353 | $86K |
| Virtu Financial LLC | 0.00% | Reduce -35.2% | 10,315 | $85K |
| Wolverine Asset Management LLC | 0.01% | Reduce -94.1% | 9,464 | $78K |
| US Bancorp \de | 0.00% | Reduce -42.9% | 8,997 | $74K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 7,897 | $65K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 4,874 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,000 | $25K |
| MAI Capital Management | 0.00% | New | 2,801 | $23K |
| WPG Advisers, LLC | 0.02% | — | 2,591 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 2,364 | $20K |
| Bessemer Group Inc. | 0.00% | Reduce -81.4% | 2,061 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 1,807 | $15K |
| Cwm, LLC | 0.00% | No change | 1,737 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,500 | $12K |
| Allworth Financial LP | 0.00% | No change | 850 | $7K |
| Key Financial Inc | 0.00% | No change | 708 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 230 | $2K |
| Sandy Spring Bank | 0.00% | No change | 200 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 84 | $695 |
| Bfsg, LLC | 0.00% | No change | 75 | $621 |
"% 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.