Western Asst Infl-LNK OppWIW
13F holders, Q2 2025 (June 30)91holders −4
10new positions
13sold out
$8.76avg. 13F price*
At the end of Q2 2025, 91 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, down 4 from Q1 2025. 10 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($64.7M), 1607 Capital Partners, LLC ($17.2M) and Rivernorth Capital Management, LLC ($17.1M).
- Company
- Western Asst Infl-LNK Opp
- CUSIP
- 95766R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.4M |
| Exits | 13 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 893,093 shares bought and 914,343 shares sold, net −21,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Morgan Stanley | 0.00% | Add +0.4% | 7,384,863 | $64.7M |
| 1607 Capital Partners, LLC | 1.39% | Add +1.6% | 1,957,890 | $17.2M |
| Rivernorth Capital Management, LLC | 0.95% | Reduce -0.9% | 1,949,219 | $17.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -5.4% | 1,819,653 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 1,491,330 | $13.1M |
| PenderFund Capital Management Ltd. | 4.87% | Add +3.0% | 995,797 | $8.7M |
| Invesco Ltd. | 0.00% | Add +0.8% | 994,948 | $8.7M |
| Guggenheim Capital LLC | 0.06% | Add +14.6% | 845,457 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.9% | 807,090 | $7.1M |
| Bank of America Corp. | 0.00% | Add +3.4% | 713,059 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.7% | 533,886 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 497,533 | $4.4M |
| Capstone Investment Advisors, LLC | 0.04% | Add +29.7% | 462,748 | $4.1M |
| Wakefield Asset Management LLLP | 0.74% | Reduce -0.6% | 300,938 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +32.6% | 273,186 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 260,743 | $2.3M |
| Fiera Capital Corp | 0.01% | Reduce -2.4% | 257,700 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.48% | Add +47.6% | 245,397 | $2.1M |
| Matisse Capital | 0.95% | Reduce -0.2% | 230,000 | $2.0M |
| Atala Financial Inc | 1.30% | No change | 214,693 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +26.4% | 203,176 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.5% | 184,419 | $1.6M |
| UBS Group AG | 0.00% | Add +39.0% | 180,877 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | No change | 166,249 | $1.5M |
| NWF Advisory Services Inc. | 0.16% | Add +0.2% | 156,750 | $1.4M |
| Roberts Glore & Co. Inc. | 0.38% | Reduce -4.2% | 149,138 | $1.3M |
| Ionic Capital Management LLC | 1.94% | Add +11.6% | 144,740 | $1.3M |
| Riverbridge Partners LLC | 0.02% | Reduce -21.1% | 137,320 | $1.2M |
| Grace & White Inc. | 0.20% | No change | 124,620 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.8% | 105,273 | $922K |
| Cutler Capital Management, LLC | 0.38% | Add +11.9% | 101,492 | $889K |
| Royal Bank of Canada | 0.00% | Add +7.7% | 93,106 | $816K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 87,664 | $768K |
| Stansberry Asset Management, LLC | 0.08% | Add +6.1% | 83,327 | $730K |
| LPL Financial LLC | 0.00% | Reduce -85.2% | 78,674 | $689K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.9% | 75,068 | $658K |
| PFG Investments, LLC | 0.04% | Add +0.0% | 73,133 | $641K |
| Traub Capital Management LLC | 0.56% | — | 69,411 | $608K |
| Robinson Capital Management, LLC | 0.25% | New | 68,740 | $602K |
| Twin Focus Capital Partners, LLC | 0.08% | Add +3.7% | 67,463 | $591K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.3% | 65,900 | $577K |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 57,614 | $505K |
| Readystate Asset Management LP | 0.04% | Reduce -23.3% | 56,153 | $492K |
| Hollencrest Capital Management | 0.02% | No change | 53,842 | $472K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.2% | 52,865 | $463K |
| Comerica Bank | 0.00% | Add +10.1% | 51,153 | $448K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -36.1% | 43,816 | $384K |
| Uhlmann Price Securities, LLC | 0.20% | Reduce -4.8% | 32,181 | $282K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -24.0% | 30,284 | $266K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 28,900 | $253K |
| Mariner, LLC | 0.00% | Reduce -2.8% | 23,106 | $202K |
| Jane Street Group, LLC | 0.00% | New | 22,847 | $200K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +96.8% | 21,451 | $188K |
| Merit Financial Group, LLC | 0.00% | Add +73.5% | 19,797 | $173K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 19,306 | $169K |
| Accredited Investor Services, LLC | 0.12% | Reduce -3.0% | 18,623 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 18,305 | $160K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.7% | 16,966 | $149K |
| Verus Capital Partners, LLC | 0.01% | Reduce -2.0% | 16,859 | $148K |
| Gries Financial LLC | 0.03% | Reduce -6.5% | 16,126 | $141K |
| Walleye Capital LLC | 0.00% | New | 14,423 | $126K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.3% | 14,175 | $124K |
| HBW Advisory Services LLC | 0.02% | New | 14,098 | $123K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.3% | 13,066 | $114K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -27.8% | 12,377 | $108K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.5% | 12,068 | $106K |
| DKM Wealth Management, Inc. | 0.09% | No change | 12,000 | $105K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,000 | $105K |
| GatePass Capital, LLC | 0.07% | New | 11,500 | $101K |
| Mezzasalma Advisors, LLC | 0.03% | Add +2.2% | 11,089 | $97K |
| Hara Capital LLC | 0.06% | No change | 10,774 | $94K |
| WealthShield Partners, LLC | 0.01% | New | 10,000 | $88K |
| US Bancorp \de | 0.00% | No change | 8,997 | $79K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -1.0% | 7,816 | $68K |
| WPG Advisers, LLC | 0.04% | Reduce -9.7% | 5,509 | $48K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 4,991 | $44K |
| 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% | No change | 2,190 | $19K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 1,886 | $17K |
| Cwm, LLC | 0.00% | No change | 1,737 | $15K |
| MAI Capital Management | 0.00% | No change | 1,670 | $15K |
| Allworth Financial LP | 0.00% | Add +35.3% | 1,150 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $9K |
| Key Financial Inc | 0.00% | No change | 708 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 500 | $4K |
| Evermay Wealth Management LLC | 0.00% | New | 500 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 200 | $2K |
| Bfsg, LLC | 0.00% | No change | 75 | $657 |
| Bogart Wealth, LLC | 0.00% | Reduce -98.8% | 5 | $40 |
"% 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.