Western Asst Infl-LNK OppWIW

13F holders, Q1 2026 (March 31)
95holders −2
12new positions
13sold out
1famous investor
$8.46avg. 13F price*

At the end of Q1 2026, 95 institutions reported holding Western Asst Infl-LNK Opp (WIW) in their 13F filings, down 2 from Q4 2025. 12 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($61.0M), Wells Fargo & Company ($12.0M) and 1607 Capital Partners, LLC ($10.1M). 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

020406080100 Q1 2024: 89Q1 2024Q2 2024: 92Q2 2024Q3 2024: 95Q3 2024Q4 2024: 94Q4 2024Q1 2025: 95Q1 2025Q2 2025: 91Q2 2025Q3 2025: 88Q3 2025Q4 2025: 97Q4 2025Q1 2026: 95Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$3.4M
Exits13$3.9M

All 13F filers, Q4 2025 → Q1 2026: 725,361 shares bought and 1,553,324 shares sold, net −827,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

Morgan Stanley 0.00% Reduce -0.4% 7,208,667 $61.0M
Wells Fargo & Company 0.00% Reduce -0.3% 1,412,848 $12.0M
1607 Capital Partners, LLC 0.73% No change 1,192,990 $10.1M
Allspring Global Investments Holdings, LLC 0.02% No change 1,075,268 $9.1M
PenderFund Capital Management Ltd. 3.99% Add +0.8% 1,023,197 $8.7M
Rivernorth Capital Management, LLC 0.41% Reduce -14.7% 963,439 $8.2M
Invesco Ltd. 0.00% Reduce -1.0% 920,699 $7.8M
Guggenheim Capital LLC 0.06% Reduce -4.6% 870,715 $7.4M
Bank of America Corp. 0.00% Add +3.5% 777,957 $6.6M
LPL Financial LLC 0.00% Reduce -9.2% 670,242 $5.7M
Private Advisor Group, LLC 0.02% Reduce -38.4% 600,354 $5.1M
Baird Financial Group, Inc. 0.01% Add +0.1% 556,785 $4.7M
HighTower Advisors, LLC 0.00% Reduce -0.3% 490,058 $4.1M
Capstone Investment Advisors, LLC 0.04% No change 462,748 $3.9M
First Trust Advisors LP 0.00% Add +9.7% 353,195 $3.0M
Osaic Holdings, Inc. 0.00% Reduce -1.3% 282,562 $2.4M
Stifel Financial Corp. 0.00% Reduce -0.8% 265,508 $2.2M
Raymond James Financial Inc. 0.00% Add +34.0% 251,868 $2.1M
Riverbridge Partners LLC 0.05% Add +3.9% 244,874 $2.1M
Matisse Capital 0.83% No change 230,000 $1.9M
Atala Financial Inc 1.09% Add +2.7% 192,584 $1.6M
TrueMark Investments, LLC 0.31% Add +5.4% 190,656 $1.6M
Ionic Capital Management LLC 1.45% No change 170,464 $1.4M
NWF Advisory Services Inc. 0.15% Add +3.2% 156,450 $1.3M
Closed-End Fund Advisors, Inc. 1.35% Add +12.9% 156,351 $1.3M
Summit Financial, LLC 0.02% Add +16.0% 140,832 $1.2M
Saba Capital Management, L.P. 0.04% Reduce -66.9% 140,585 $1.2M
Roberts Glore & Co. Inc. 0.29% Reduce -10.7% 123,251 $1.0M
Wakefield Asset Management LLLP 0.27% Add +12.7% 118,814 $1.0M
Dynamic Advisor Solutions LLC 0.03% Add +6.6% 108,361 $917K
Cutler Capital Management, LLC 0.30% Add +2.1% 106,092 $898K
Grace & White Inc. 0.15% No change 97,961 $829K
GatePass Capital, LLC 0.41% New 97,200 $822K
Janney Montgomery Scott LLC 0.00% Reduce -11.0% 95,163 $805K
Oppenheimer & Co. Inc. 0.01% Add +2.6% 85,800 $726K
Corient Private Wealth LP 0.00% New 85,587 $724K
PFG Investments, LLC 0.03% Add +449.9% 84,342 $714K
Twin Focus Capital Partners, LLC 0.08% No change 83,413 $706K
HBW Advisory Services LLC 0.06% Add +0.6% 72,553 $614K
Robinson Capital Management, LLC 0.27% No change 68,910 $590K
Cetera Investment Advisers 0.00% Reduce -4.5% 68,447 $579K
Concorde Asset Management, LLC 0.28% Add +23.2% 68,050 $576K
Royal Bank of Canada 0.00% Reduce -21.3% 68,025 $575K
Quantinno Capital Management LP 0.00% New 66,332 $561K
UBS Group AG 0.00% Reduce -28.9% 65,420 $553K
Envestnet Asset Management Inc. 0.00% Add +0.9% 56,638 $479K
PVG Asset Management Corp. 0.27% New 54,458 $461K
Fifth Third Bancorp 0.00% New 52,519 $444K
Jane Street Group, LLC 0.00% Add +2.3% 50,470 $427K
Wolverine Asset Management LLC 0.02% Add +50.5% 42,123 $356K
Uhlmann Price Securities, LLC 0.02% Add +2.2% 35,680 $302K
Hollencrest Capital Management 0.01% No change 34,406 $291K
BlackDiamond Wealth Management, LLC 0.11% Reduce -14.9% 26,066 $221K
Mariner, LLC 0.00% Reduce -5.7% 22,147 $185K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +1.4% 21,219 $180K
Merit Financial Group, LLC 0.00% Reduce -1.3% 18,617 $158K
Steward Partners Investment Advisory, LLC 0.00% No change 18,305 $155K
Sowell Financial Services LLC 0.01% No change 16,633 $141K
Verus Capital Partners, LLC 0.01% Reduce -10.6% 15,381 $130K
Susquehanna International Group, LLP 0.00% New 14,782 $125K
Accredited Investor Services, LLC 0.08% Reduce -11.9% 14,317 $121K
MML Investors Services, LLC 0.00% Reduce -26.1% 13,753 $116K
Park Avenue Securities LLC 0.00% Reduce -4.3% 13,604 $115K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -15.3% 12,566 $106K
DKM Wealth Management, Inc. 0.07% No change 12,000 $102K
Mezzasalma Advisors, LLC 0.03% Add +2.2% 11,825 $100K
Integrity Advisory Solutions, LLC 0.01% New 11,356 $96K
Fiera Capital Corp 0.00% Reduce -58.3% 11,218 $95K
Commerce Advisors, LLC 0.08% — 11,000 $93K
Citadel Advisors 0.00% Reduce -42.2% 10,303 $87K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -16.7% 9,118 $77K
Advisory Services Network, LLC 0.00% New 8,418 $71K
Blue Bell Private Wealth Management, LLC 0.01% No change 6,924 $59K
Hara Capital LLC 0.03% No change 6,774 $57K
Thomas J. Herzfeld Advisors, Inc. 0.02% New 6,546 $55K
WPG Advisers, LLC 0.04% Add +8.3% 5,696 $48K
North Star Investment Management Corp. 0.00% Add +1.3% 5,176 $44K
Harbour Investments, Inc. 0.00% New 4,500 $38K
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% 2,011 $17K
Whittier Trust Co. of Nevada Inc. 0.00% New 1,887 $16K
Cwm, LLC 0.00% No change 1,737 $15K
MAI Capital Management 0.00% No change 1,670 $14K
Allworth Financial LP 0.00% Add +333.3% 1,300 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $8K
Key Financial Inc 0.00% No change 708 $6K
Rockefeller Capital Management L.P. 0.00% New 632 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 500 $4K
IFP Advisors, Inc 0.00% No change 500 $4K
Highline Wealth Partners LLC 0.00% No change 250 $2K
Atlantic Union Bankshares Corp 0.00% No change 200 $2K
Bfsg, LLC 0.00% No change 75 $635
McGuire Capital Advisors Inc. 0.00% Reduce -63.3% 43 $364
Bogart Wealth, LLC 0.00% Add +320.0% 21 $177

"% 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.