Western Asst Infl-LNK OppWIW
13F holders, Q3 2025 (September 30)88holders −3
6new positions
10sold out
$8.89avg. 13F price*
At the end of Q3 2025, 88 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, down 3 from Q2 2025. 6 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($65.8M), Rivernorth Capital Management, LLC ($15.1M) and Wells Fargo & Company ($13.1M).
- Company
- Western Asst Infl-LNK Opp
- CUSIP
- 95766R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.1M |
| Exits | 10 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,570,579 shares bought and 1,923,981 shares sold, net −353,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Morgan Stanley | 0.00% | Add +0.3% | 7,407,103 | $65.8M |
| Rivernorth Capital Management, LLC | 0.87% | Reduce -12.8% | 1,699,467 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 1,473,458 | $13.1M |
| 1607 Capital Partners, LLC | 0.97% | Reduce -26.0% | 1,448,290 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -35.2% | 1,178,818 | $10.5M |
| Invesco Ltd. | 0.00% | Add +3.0% | 1,024,485 | $9.1M |
| PenderFund Capital Management Ltd. | 3.46% | Add +1.1% | 1,006,697 | $8.9M |
| Guggenheim Capital LLC | 0.06% | Add +8.7% | 918,572 | $8.2M |
| Private Advisor Group, LLC | 0.04% | Add +9.1% | 880,166 | $7.8M |
| Bank of America Corp. | 0.00% | Add +8.3% | 772,270 | $6.9M |
| LPL Financial LLC | 0.00% | Add +826.0% | 728,492 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 535,798 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 494,445 | $4.4M |
| Capstone Investment Advisors, LLC | 0.04% | No change | 462,748 | $4.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.56% | Add +33.1% | 326,674 | $2.9M |
| Wakefield Asset Management LLLP | 0.75% | Add +2.9% | 309,501 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +45.1% | 294,885 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 278,086 | $2.5M |
| Fiera Capital Corp | 0.01% | Add +2.6% | 264,383 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 263,673 | $2.3M |
| Matisse Capital | 0.92% | No change | 230,000 | $2.0M |
| Atala Financial Inc | 1.20% | No change | 214,693 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 185,363 | $1.6M |
| TrueMark Investments, LLC | 0.27% | New | 176,516 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | Reduce -4.0% | 159,581 | $1.4M |
| NWF Advisory Services Inc. | 0.15% | Reduce -0.3% | 156,250 | $1.4M |
| Ionic Capital Management LLC | 1.74% | Add +8.0% | 156,240 | $1.4M |
| Roberts Glore & Co. Inc. | 0.36% | Reduce -0.5% | 148,420 | $1.3M |
| Grace & White Inc. | 0.19% | Reduce -1.8% | 122,369 | $1.1M |
| Cutler Capital Management, LLC | 0.37% | Add +2.4% | 103,892 | $924K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 103,433 | $920K |
| Saba Capital Management, L.P. | 0.03% | New | 100,000 | $889K |
| Royal Bank of Canada | 0.00% | Add +3.1% | 96,018 | $854K |
| Riverbridge Partners LLC | 0.01% | Reduce -33.4% | 91,407 | $813K |
| UBS Group AG | 0.00% | Reduce -49.5% | 91,386 | $812K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +19.4% | 89,646 | $797K |
| Stansberry Asset Management, LLC | 0.08% | Add +3.7% | 86,419 | $768K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -12.3% | 76,906 | $684K |
| Cetera Investment Advisers | 0.00% | Add +30.5% | 75,174 | $668K |
| Twin Focus Capital Partners, LLC | 0.08% | Add +6.7% | 71,963 | $640K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.2% | 70,650 | $628K |
| Robinson Capital Management, LLC | 0.44% | No change | 68,740 | $611K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 56,494 | $502K |
| Hollencrest Capital Management | 0.02% | No change | 53,842 | $479K |
| Comerica Bank | 0.00% | Reduce -1.8% | 50,247 | $447K |
| HBW Advisory Services LLC | 0.05% | Add +255.1% | 50,063 | $445K |
| Concorde Asset Management, LLC | 0.18% | — | 47,550 | $423K |
| Summit Financial, LLC | 0.01% | New | 43,072 | $383K |
| Uhlmann Price Securities, LLC | 0.19% | Add +9.7% | 35,285 | $314K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -1.5% | 29,843 | $265K |
| Mariner, LLC | 0.00% | Add +0.0% | 23,115 | $205K |
| Traub Capital Management LLC | 0.19% | Reduce -68.9% | 21,612 | $192K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -3.2% | 20,760 | $185K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.7% | 19,667 | $175K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 19,656 | $175K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 18,305 | $163K |
| Verus Capital Partners, LLC | 0.01% | Add +0.9% | 17,018 | $151K |
| Accredited Investor Services, LLC | 0.10% | Reduce -8.7% | 17,005 | $151K |
| Sowell Financial Services LLC | 0.01% | No change | 16,966 | $151K |
| Gries Financial LLC | 0.02% | No change | 16,126 | $143K |
| Park Avenue Securities LLC | 0.00% | New | 15,792 | $140K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.3% | 14,360 | $128K |
| DKM Wealth Management, Inc. | 0.09% | No change | 12,000 | $107K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -6.0% | 11,348 | $101K |
| Mezzasalma Advisors, LLC | 0.03% | Add +2.1% | 11,326 | $101K |
| Jane Street Group, LLC | 0.00% | Reduce -52.1% | 10,949 | $97K |
| Hara Capital LLC | 0.05% | Reduce -14.8% | 9,174 | $82K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 7,816 | $69K |
| Advisory Services Network, LLC | 0.00% | New | 7,680 | $68K |
| US Bancorp \de | 0.00% | Reduce -25.0% | 6,746 | $60K |
| Turim 21 Investimentos Ltda. | 0.02% | New | 5,674 | $50K |
| WPG Advisers, LLC | 0.04% | Reduce -0.1% | 5,502 | $49K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 5,051 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,000 | $27K |
| 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 +2.1% | 1,926 | $17K |
| Cwm, LLC | 0.00% | No change | 1,737 | $15K |
| MAI Capital Management | 0.00% | No change | 1,670 | $15K |
| 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% | No change | 500 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $4K |
| Allworth Financial LP | 0.00% | Reduce -73.9% | 300 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -99.4% | 84 | $747 |
| Bfsg, LLC | 0.00% | No change | 75 | $667 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $41 |
"% 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.