WIW Institutional Ownership & Shareholders
WESTERN ASST INFL-LNK OPP (WIW) is currently held by 97 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $186.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of WIW tracked by InsiderSet, reporting ownership valued at approximately $64.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.85M, representing an estimated loss of -5.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed WIW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Allspring Global Investments Holdings, Llc, Penderfund Capital Management Ltd., and several other long-term asset managers with concentrated positions in WESTERN ASST INFL-LNK OPP (WIW).
This page ranks the largest institutional WIW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$186.23M
Largest Holder
Morgan Stanley
Largest Position
$64.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 7,634,301 | $64,128,137 | $60,845,379 | -$3,282,758 | -5.12% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,075,268 | $9,032,251 | $8,569,886 | -$462,365 | -5.12% | |
| Penderfund Capital Management Ltd. | 1.08% | 998,747 | $8,389,475 | $7,960,014 | -$429,461 | -5.12% | |
| Invesco Ltd. | 0.00% | 903,565 | $7,589,946 | $7,201,413 | -$388,533 | -5.12% | |
| Rivernorth Capital Management, Llc | 0.35% | 875,999 | $7,358,392 | $6,981,712 | -$376,680 | -5.12% | |
| Bank Of America Corp | 0.00% | 793,312 | $6,663,820 | $6,322,697 | -$341,123 | -5.12% | |
| Guggenheim Capital Llc | 0.04% | 775,910 | $6,517,644 | $6,184,003 | -$333,641 | -5.12% | |
| Saba Capital Management, L.P. | 0.19% | 753,909 | $6,332,836 | $6,008,655 | -$324,181 | -5.12% | |
| 1607 Capital Partners, Llc | 0.52% | 708,052 | $5,947,637 | $5,643,174 | -$304,463 | -5.12% | |
| Baird Financial Group, Inc. | 0.01% | 576,774 | $4,844,902 | $4,596,889 | -$248,013 | -5.12% | |
| Lpl Financial Llc | 0.00% | 566,854 | $4,761,574 | $4,517,826 | -$243,748 | -5.12% | |
| Capstone Investment Advisors, Llc | 0.03% | 462,748 | $3,887,083 | $3,688,102 | -$198,981 | -5.12% | |
| Atlas Wealth Llc | 0.50% | 415,617 | $3,491,183 | $3,312,467 | -$178,716 | -5.12% | |
| Gatepass Capital, Llc | 1.22% | 381,650 | $3,205,860 | $3,041,751 | -$164,110 | -5.12% | |
| First Trust Advisors Lp | 0.00% | 375,031 | $3,150,258 | $2,988,997 | -$161,261 | -5.12% | |
| Waterloo Capital, L.P. | 0.17% | 361,156 | $3,033,710 | $2,878,413 | -$155,297 | -5.12% | |
| Osaic Holdings, Inc. | 0.00% | 287,983 | $2,419,104 | $2,295,225 | -$123,879 | -5.12% | |
| Raymond James Financial Inc | 0.00% | 287,724 | $2,416,877 | $2,293,160 | -$123,717 | -5.12% | |
| Riverbridge Partners Llc | 0.06% | 252,005 | $2,116,840 | $2,008,480 | -$108,360 | -5.12% | |
| Stifel Financial Corp | 0.00% | 243,461 | $2,045,066 | $1,940,384 | -$104,682 | -5.12% | |
| Matisse Capital | 0.71% | 230,000 | $1,810,100 | $1,833,100 | +$23,000 | +1.27% | |
| Truemark Investments, Llc | 0.21% | 204,141 | $1,714,784 | $1,627,004 | -$87,780 | -5.12% | |
| Atala Financial Inc | 0.88% | 192,584 | $1,515,636 | $1,534,894 | +$19,258 | +1.27% | |
| Summit Financial, Llc | 0.02% | 173,581 | $1,458,081 | $1,383,441 | -$74,640 | -5.12% | |
| Closed-End Fund Advisors, Inc. | 1.29% | 157,106 | $1,319,690 | $1,252,135 | -$67,555 | -5.12% | |
| Wakefield Asset Management Lllp | 0.28% | 150,451 | $1,263,789 | $1,199,094 | -$64,695 | -5.12% | |
| Jane Street Group, Llc | 0.00% | 138,445 | $1,162,938 | $1,103,407 | -$59,531 | -5.12% | |
| Private Advisor Group, Llc | 0.01% | 135,060 | $1,134,502 | $1,076,428 | -$58,074 | -5.12% | |
| Nwf Advisory Services Inc. | 0.10% | 133,850 | $1,053,400 | $1,066,785 | +$13,385 | +1.27% | |
| Roberts Glore & Co Inc | 0.26% | 123,716 | $1,039,214 | $986,017 | -$53,197 | -5.12% | |
| Wolverine Asset Management Llc | 0.01% | 120,380 | $1,011,192 | $959,429 | -$51,763 | -5.12% | |
| Ionic Capital Management Llc | 0.90% | 114,788 | $964,219 | $914,860 | -$49,359 | -5.12% | |
| Cutler Capital Management, Llc | 0.24% | 111,992 | $940,731 | $892,576 | -$48,155 | -5.12% | |
| Dynamic Advisor Solutions Llc | 0.02% | 110,577 | $870,239 | $881,299 | +$11,060 | +1.27% | |
| Grace & White Inc | 0.13% | 97,961 | $770,953 | $780,749 | +$9,796 | +1.27% | |
| Pfg Investments, Llc | 0.03% | 84,345 | $708,502 | $672,230 | -$36,272 | -5.12% | |
| Twin Focus Capital Partners, Llc | 0.07% | 83,413 | $700,669 | $664,802 | -$35,867 | -5.12% | |
| Cetera Investment Advisers | 0.00% | 75,486 | $634,087 | $601,623 | -$32,464 | -5.12% | |
| Oppenheimer & Co Inc | 0.01% | 75,200 | $591,824 | $599,344 | +$7,520 | +1.27% | |
| Janney Montgomery Scott Llc | 0.00% | 70,218 | $590,000 | $559,637 | -$30,363 | -5.15% | |
| Royal Bank Of Canada | 0.00% | 69,604 | $585,000 | $554,744 | -$30,256 | -5.17% | |
| Robinson Capital Management, Llc | 0.26% | 68,910 | $578,844 | $549,213 | -$29,631 | -5.12% | |
| Xtx Topco Ltd | 0.01% | 68,056 | $571,670 | $542,406 | -$29,264 | -5.12% | |
| Envestnet Asset Management Inc | 0.00% | 65,191 | $547,605 | $519,572 | -$28,033 | -5.12% | |
| Ubs Group Ag | 0.00% | 63,150 | $530,460 | $503,306 | -$27,155 | -5.12% | |
| Advisors Asset Management, Inc. | 0.01% | 37,230 | $505,583 | $296,723 | -$208,860 | -41.31% | |
| Fifth Third Bancorp | 0.00% | 48,606 | $408,290 | $387,390 | -$20,900 | -5.12% | |
| Readystate Asset Management Lp | 0.01% | 43,411 | $364,652 | $345,986 | -$18,666 | -5.12% | |
| Uhlmann Price Securities, Llc | 0.01% | 36,471 | $306,369 | $290,674 | -$15,695 | -5.12% | |
| Hollencrest Capital Management | 0.02% | 34,406 | $289,010 | $274,216 | -$14,794 | -5.12% |
Frequently asked questions about WIW
Who are the largest institutional holders of WIW?
The largest institutional holders of WIW reported in the latest SEC Form 13F filings include Morgan Stanley, Allspring Global Investments Holdings, Llc, Penderfund Capital Management Ltd., Invesco Ltd., and Rivernorth Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported WIW position.
What is WIW institutional ownership?
This page tracks WIW positions reported by institutional investment managers through SEC Form 13F. WESTERN ASST INFL-LNK OPP (WIW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WIW?
InsiderSet currently tracks 97 institutional managers reporting WIW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WIW shareholders.
How much WIW stock do institutions own?
Institutional investment managers disclosed approximately $186.23M in WIW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WIW institutional ownership last updated?
The latest WIW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WIW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WIW position after the reporting date.
Are institutions buying or selling WIW?
Institutional buying and selling can be analyzed by comparing WIW positions across consecutive 13F reporting periods. InsiderSet's WIW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WIW ownership changes.
How has WIW institutional ownership changed over time?
InsiderSet tracks WIW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.