Western Asst Infl-LNK OppWIW
13F holders, Q1 2025 (March 31)95holders +1
12new positions
11sold out
1famous investor
$8.47avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, up 1 from Q4 2024. 12 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($64.6M), Rivernorth Capital Management, LLC ($17.3M) and 1607 Capital Partners, LLC ($16.9M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.3M |
| Exits | 11 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,745,993 shares bought and 1,545,405 shares sold, net +200,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Morgan Stanley | 0.00% | Add +4.6% | 7,353,622 | $64.6M |
| Rivernorth Capital Management, LLC | 0.92% | Reduce -3.8% | 1,967,769 | $17.3M |
| 1607 Capital Partners, LLC | 1.36% | Reduce -8.8% | 1,927,128 | $16.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -19.5% | 1,923,671 | $16.9M |
| Wells Fargo & Company | 0.00% | Add +13.9% | 1,467,929 | $12.9M |
| Invesco Ltd. | 0.00% | Add +1.0% | 987,088 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Add +24.8% | 831,076 | $7.3M |
| Guggenheim Capital LLC | 0.06% | Add +12.6% | 738,097 | $6.5M |
| Bank of America Corp. | 0.00% | Add +12.0% | 689,907 | $6.1M |
| LPL Financial LLC | 0.00% | Add +19.3% | 530,374 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 514,658 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.6% | 497,819 | $4.4M |
| Capstone Investment Advisors, LLC | 0.04% | Add +16.8% | 356,674 | $3.1M |
| Wakefield Asset Management LLLP | 0.81% | Add +0.3% | 302,850 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 266,752 | $2.3M |
| Fiera Capital Corp | 0.01% | No change | 263,946 | $2.3M |
| Matisse Capital | 1.07% | No change | 230,533 | $2.0M |
| Atala Financial Inc | 1.37% | Reduce -1.7% | 214,693 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 205,966 | $1.8M |
| Riverbridge Partners LLC | 0.02% | New | 174,116 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +22.5% | 166,278 | $1.5M |
| Sit Investment Associates Inc. | 0.03% | No change | 166,249 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +72.9% | 160,702 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 159,670 | $1.4M |
| NWF Advisory Services Inc. | 0.19% | New | 156,450 | $1.4M |
| Roberts Glore & Co. Inc. | 0.42% | Reduce -10.2% | 155,590 | $1.4M |
| UBS Group AG | 0.00% | Add +22.2% | 130,077 | $1.1M |
| Ionic Capital Management LLC | 2.13% | No change | 129,740 | $1.1M |
| Grace & White Inc. | 0.21% | No change | 124,620 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.7% | 108,320 | $952K |
| Cutler Capital Management, LLC | 0.35% | Add +2.1% | 90,665 | $797K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -8.7% | 88,160 | $775K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 86,481 | $760K |
| Stansberry Asset Management, LLC | 0.09% | Add +7.1% | 78,538 | $690K |
| Readystate Asset Management LP | 0.06% | Add +140.9% | 73,167 | $643K |
| PFG Investments, LLC | 0.04% | Add +0.0% | 73,131 | $643K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 68,943 | $606K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -39.3% | 68,572 | $603K |
| Twin Focus Capital Partners, LLC | 0.09% | Add +8.1% | 65,063 | $572K |
| PenderFund Capital Management Ltd. | 0.18% | Add +1.4% | 966,856 | $495K |
| Cetera Investment Advisers | 0.00% | Add +61.0% | 54,810 | $482K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.7% | 53,900 | $474K |
| Hollencrest Capital Management | 0.02% | No change | 53,842 | $473K |
| Comerica Bank | 0.00% | Add +1.9% | 46,481 | $409K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -79.0% | 42,905 | $377K |
| BlackDiamond Wealth Management, LLC | 0.23% | Add +12.0% | 39,840 | $343K |
| Concorde Asset Management, LLC | 0.17% | Add +0.3% | 37,650 | $322K |
| Citadel Advisors | 0.00% | Add +98.9% | 34,190 | $301K |
| Uhlmann Price Securities, LLC | 0.22% | Add +2.1% | 33,816 | $297K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -6.8% | 33,182 | $292K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 28,900 | $254K |
| Mariner, LLC | 0.00% | Add +14.4% | 23,781 | $209K |
| Almitas Capital LLC | 0.07% | Reduce -11.5% | 22,523 | $198K |
| Accredited Investor Services, LLC | 0.14% | New | 19,192 | $169K |
| MML Investors Services, LLC | 0.00% | Reduce -31.2% | 18,962 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.1% | 18,305 | $161K |
| Sowell Financial Services LLC | 0.01% | New | 17,800 | $156K |
| Arnhold LLC | 0.02% | No change | 17,500 | $154K |
| Gries Financial LLC | 0.03% | New | 17,248 | $152K |
| Verus Capital Partners, LLC | 0.02% | Reduce -13.2% | 17,206 | $151K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -64.2% | 17,151 | $151K |
| Susquehanna International Group, LLP | 0.00% | New | 15,557 | $137K |
| Park Avenue Securities LLC | 0.00% | Reduce -91.4% | 14,963 | $132K |
| Moors & Cabot, Inc. | 0.01% | No change | 15,000 | $132K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.2% | 13,990 | $123K |
| Geneos Wealth Management Inc. | 0.00% | Add +15101.2% | 12,769 | $112K |
| Elequin Capital, LP | 0.03% | Reduce -22.4% | 12,704 | $112K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +17.1% | 12,125 | $107K |
| DKM Wealth Management, Inc. | 0.10% | No change | 12,000 | $105K |
| Northern Trust Corp. | 0.00% | New | 12,000 | $105K |
| Merit Financial Group, LLC | 0.00% | New | 11,412 | $100K |
| Mezzasalma Advisors, LLC | 0.03% | Add +2.1% | 10,852 | $95K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | No change | 10,900 | $95K |
| Hara Capital LLC | 0.06% | No change | 10,774 | $95K |
| StoneX Group Inc. | 0.01% | Add +0.1% | 10,369 | $91K |
| US Bancorp \de | 0.00% | No change | 8,997 | $79K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 7,897 | $69K |
| WPG Advisers, LLC | 0.05% | Add +135.4% | 6,100 | $54K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 4,931 | $43K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,000 | $26K |
| Gables Capital Management Inc. | 0.01% | No change | 2,364 | $21K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -94.8% | 2,190 | $19K |
| Wolverine Asset Management LLC | 0.00% | Reduce -78.8% | 2,009 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 1,845 | $16K |
| Cwm, LLC | 0.00% | No change | 1,737 | $15K |
| MAI Capital Management | 0.00% | Reduce -40.4% | 1,670 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,500 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,000 | $9K |
| 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 |
| Bogart Wealth, LLC | 0.00% | New | 409 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 400 | $4K |
| Sandy Spring Bank | 0.00% | No change | 200 | $2K |
| Bfsg, LLC | 0.00% | No change | 75 | $660 |
"% 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.