Western Asst Infl-LNK OppWIW
13F holders, Q4 2025 (December 31)97holders +9
13new positions
6sold out
1famous investor
$8.59avg. 13F price*
At the end of Q4 2025, 97 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, up 9 from Q3 2025. 13 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($62.2M), Wells Fargo & Company ($12.2M) and 1607 Capital Partners, LLC ($10.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.1M |
| Exits | 6 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,100,216 shares bought and 2,228,155 shares sold, net −1,127,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Morgan Stanley | 0.00% | Reduce -2.3% | 7,238,089 | $62.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.8% | 1,416,935 | $12.2M |
| 1607 Capital Partners, LLC | 0.70% | Reduce -17.6% | 1,192,990 | $10.2M |
| Rivernorth Capital Management, LLC | 0.46% | Reduce -33.6% | 1,128,954 | $9.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -8.8% | 1,075,268 | $9.2M |
| PenderFund Capital Management Ltd. | 3.35% | Add +0.9% | 1,015,397 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Add +10.7% | 974,328 | $8.4M |
| Invesco Ltd. | 0.00% | Reduce -9.3% | 929,727 | $8.0M |
| Guggenheim Capital LLC | 0.06% | Reduce -0.7% | 912,543 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 751,632 | $6.5M |
| LPL Financial LLC | 0.00% | Add +1.4% | 738,455 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +3.8% | 556,268 | $4.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 491,551 | $4.2M |
| Capstone Investment Advisors, LLC | 0.04% | No change | 462,748 | $4.0M |
| Saba Capital Management, L.P. | 0.12% | Add +324.6% | 424,577 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +9.2% | 321,997 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 286,152 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 267,636 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Reduce -26.9% | 238,911 | $2.1M |
| Riverbridge Partners LLC | 0.04% | Add +157.8% | 235,630 | $2.0M |
| Matisse Capital | 0.88% | No change | 230,000 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 188,032 | $1.6M |
| Atala Financial Inc | 1.03% | Reduce -12.6% | 187,584 | $1.6M |
| TrueMark Investments, LLC | 0.30% | Add +2.5% | 180,960 | $1.6M |
| Ionic Capital Management LLC | 1.70% | Add +9.1% | 170,464 | $1.5M |
| NWF Advisory Services Inc. | 0.14% | Reduce -2.9% | 151,650 | $1.3M |
| Closed-End Fund Advisors, Inc. | 0.70% | — | 138,451 | $1.2M |
| Roberts Glore & Co. Inc. | 0.32% | Reduce -7.0% | 137,954 | $1.2M |
| Summit Financial, LLC | 0.02% | Add +182.0% | 121,444 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.4% | 106,945 | $919K |
| Wakefield Asset Management LLLP | 0.25% | Reduce -65.9% | 105,428 | $906K |
| Cutler Capital Management, LLC | 0.33% | No change | 103,892 | $892K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +13.4% | 101,624 | $873K |
| Grace & White Inc. | 0.15% | Reduce -19.9% | 97,961 | $841K |
| UBS Group AG | 0.00% | Add +0.7% | 92,017 | $790K |
| Royal Bank of Canada | 0.00% | Reduce -10.0% | 86,400 | $742K |
| Oppenheimer & Co. Inc. | 0.01% | Add +18.3% | 83,600 | $718K |
| Twin Focus Capital Partners, LLC | 0.08% | Add +15.9% | 83,413 | $717K |
| Readystate Asset Management LP | 0.05% | New | 80,982 | $696K |
| HBW Advisory Services LLC | 0.07% | Add +44.0% | 72,118 | $619K |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 71,670 | $616K |
| Robinson Capital Management, LLC | 0.25% | Add +0.3% | 68,910 | $592K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 56,118 | $482K |
| Concorde Asset Management, LLC | 0.19% | Add +16.2% | 55,250 | $475K |
| Comerica Bank | 0.00% | Add +5.1% | 52,810 | $454K |
| Sit Investment Associates Inc. | 0.01% | Reduce -68.4% | 50,481 | $434K |
| Jane Street Group, LLC | 0.00% | Add +350.5% | 49,321 | $424K |
| Uhlmann Price Securities, LLC | 0.18% | Reduce -1.0% | 34,917 | $300K |
| Hollencrest Capital Management | 0.01% | Reduce -36.1% | 34,406 | $296K |
| BlackDiamond Wealth Management, LLC | 0.13% | Add +2.6% | 30,624 | $265K |
| Wolverine Asset Management LLC | 0.01% | New | 27,991 | $240K |
| Fiera Capital Corp | 0.00% | Reduce -89.8% | 26,897 | $231K |
| Global Retirement Partners, LLC | 0.00% | New | 26,639 | $229K |
| Mariner, LLC | 0.00% | Add +1.6% | 23,477 | $202K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 21,542 | $185K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +0.8% | 20,917 | $180K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.1% | 18,854 | $162K |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 18,618 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 18,305 | $157K |
| HRT Financial LP | 0.00% | New | 18,365 | $157K |
| Citadel Advisors | 0.00% | New | 17,819 | $153K |
| Verus Capital Partners, LLC | 0.01% | Add +1.1% | 17,210 | $148K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.0% | 16,633 | $143K |
| Accredited Investor Services, LLC | 0.09% | Reduce -4.4% | 16,259 | $140K |
| PFG Investments, LLC | 0.01% | New | 15,339 | $132K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +3.3% | 14,829 | $127K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.9% | 14,221 | $122K |
| DKM Wealth Management, Inc. | 0.08% | No change | 12,000 | $103K |
| XTX Topco Ltd | 0.00% | New | 11,722 | $101K |
| Mezzasalma Advisors, LLC | 0.02% | Add +2.1% | 11,570 | $99K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -3.5% | 10,950 | $94K |
| Two Sigma Securities, LLC | 0.01% | New | 10,864 | $93K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,424 | $64K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -11.4% | 6,924 | $59K |
| Hara Capital LLC | 0.03% | Reduce -26.2% | 6,774 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 6,545 | $56K |
| WPG Advisers, LLC | 0.03% | Reduce -4.4% | 5,261 | $45K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 5,112 | $44K |
| Turim 21 Investimentos Ltda. | 0.02% | Reduce -11.3% | 5,030 | $43K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,000 | $26K |
| Gables Capital Management Inc. | 0.01% | No change | 2,364 | $20K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 1,968 | $17K |
| Cwm, LLC | 0.00% | No change | 1,737 | $15K |
| MAI Capital Management | 0.00% | No change | 1,670 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $9K |
| Key Financial Inc | 0.00% | No change | 708 | $6K |
| Strive Financial Group ,LLC | 0.00% | — | 582 | $5K |
| 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% | No change | 300 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 250 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 117 | $1K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 100 | $859 |
| Geneos Wealth Management Inc. | 0.00% | No change | 84 | $722 |
| Bfsg, LLC | 0.00% | No change | 75 | $645 |
| 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.