WIW on NYSE
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND
Fund registered in the United States, based in Pasadena, active since 2003. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
- TickerWIW on NYSE2
- HeadquartersPasadena, United States2
- Incorporated inMA3
- Business address620 Eighth Avenue, 47Th Floor, New York, Ny 100183
- Legal formFund2
- Kind of organizationFund2
- LEI549300Z3DNF4FJBJ4A872
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States2
- Registered withSecurities and Exchange Commission, 00012679022
Leadership
Who has led WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND, and when. Pick a name to see everywhere that person has worked.
Chief financial officer
Chief operating officer
- Chief financial officerFrances Guggino Oct 28, 2009 to Oct 28, 20094
- Chief operating officerJennifer Murphy Nov 28, 2016 to Nov 28, 20165
Board members and other officers (26)
- Secretary / Chief LGL OfficerOliveira Marc De Sep 24, 2020 to Sep 24, 20206
- Senior Vice PresidentJeanne Kelly Jan 29, 2019 to Jan 29, 20197
- SecretaryRobert I. Frenkel Jan 29, 2019 to Jan 29, 20198
- Assistant SecretaryThomas C. Mandia Jan 29, 2019 to Jan 29, 20199
- Chief Compliance OfficerTed P. Becker Sep 12, 2019 to Sep 12, 201910
- Treas/Principal Finan OfficerChristopher Berarducci Sep 30, 2019 to Sep 30, 201911
- Assistant SecretaryMichael P. Megaris May 6, 2014 to May 6, 201412
- Assistant TreasurerDerek Dale Maltbie May 10, 2012 to May 10, 201213
- Principal Financial OfficerRichard Sennett Dec 2, 2011 to Dec 2, 201114
- Prinpl. Fin. Off & Acctng OffKaprel Ozsolak Jun 17, 2010 to Jun 17, 201015
- Assistant TreasurerSusan Curry Mar 12, 2007 to Mar 12, 200716
- Chief Compliance OfficerTodd F. Kuehl Apr 17, 2007 to Apr 17, 200717
- Vice PresidentDe Perez Charles Antony Ruys May 22, 2007 to May 22, 200718
- Assistant SecretaryMark Mathiasen May 22, 2007 to May 22, 200719
- SecretaryMelissa J. Nguyen Mar 13, 2006 to Mar 13, 200620
- Board memberMichael Larson Jul 19, 2022 to Sep 28, 202321
- Board memberAvedick Baruyr Poladian Apr 29, 2020 to Apr 29, 202022
- Board memberJane F. Dasher Apr 29, 2020 to Apr 29, 202023
- Board memberRonald Olson Apr 29, 2020 to Apr 29, 202024
- Board memberSusan B. Kerley Apr 29, 2020 to Apr 29, 202025
- Board memberJaynie M. Studenmund Apr 30, 2020 to Apr 30, 202026
- Board memberPeter J. Taylor Apr 30, 2020 to Apr 30, 202027
- Board memberWilliam E. B. Siart Apr 30, 2020 to Apr 30, 202028
- Board memberAnita L. Defrantz May 4, 2020 to May 4, 202029
- Board memberRobert Abeles Jr. May 13, 2020 to May 13, 202030
- Board memberKenneth Fuller May 8, 2013 to Jan 16, 201431
Subsidiaries and ownership
Fund manager
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Former names
Timeline
- Oct 27, 2003Founded WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND is founded2
Filings
68 filings to the SEC since October 2021: 12 insider forms, 11 large holders, 45 other. The latest 20:
- Aug 14, 2026N-PX EDGAR
- Jul 30, 2026N-CSRS WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - N-CSRS EDGAR
- Jul 22, 2026NPORT-P EDGAR
- Apr 24, 2026NPORT-P EDGAR
- Apr 17, 2026DEF 14A WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND EDGAR
- Apr 7, 20263 EDGAR
- Feb 11, 2026N-CEN EDGAR
- Jan 29, 2026N-CSR WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - N-CSR EDGAR
- Jan 29, 2026NPORT-P EDGAR
- Oct 23, 2025NPORT-P EDGAR
- Aug 28, 20253 EDGAR
- Aug 15, 2025N-PX EDGAR
- Aug 5, 2025SCHEDULE 13G/A EDGAR
- Jul 29, 2025N-CSRS WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - N-CSRS EDGAR
- Jul 23, 2025NPORT-P EDGAR
- Apr 25, 2025NPORT-P EDGAR
- Apr 14, 2025DEF 14A WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND EDGAR
- Feb 5, 2025N-CEN EDGAR
- Feb 5, 2025SCHEDULE 13G/A EDGAR
- Feb 5, 2025SCHEDULE 13G/A EDGAR
The 68 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
11 open-market trades by officers, directors and large owners since October 2021: 11 buys and 0 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 27, 2023 | LARSON MICHAELDirector | Buy | 5,000 | $8.30 | $41.5K | Form 4 |
| Jul 15, 2022 | LARSON MICHAELDirector | Buy | 5,000 | $10.16 | $50.8K | Form 4 |
| May 31, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 149,299 | $11.23 | $1.7M | Form 4 |
| May 27, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 38,836 | $11.17 | $433.8K | Form 4 |
| May 26, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 47,195 | $11.05 | $521.5K | Form 4 |
| May 25, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 63,429 | $10.97 | $695.8K | Form 4 |
| May 24, 2022 | GATES WILLIAM H III10% owner | Buy | 40,915 | $10.75 | $439.8K | Form 4 |
| May 23, 2022 | GATES WILLIAM H III10% owner | Buy | 15,797 | $10.59 | $167.3K | Form 4 |
| May 20, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 29,696 | $10.52 | $312.4K | Form 4 |
| May 19, 2022 | CASCADE INVESTMENT, L.L.C.10% owner | Buy | 63,646 | $10.60 | $674.6K | Form 4 |
| May 18, 2022 | GATES WILLIAM H III10% owner | Buy | 51,187 | $10.58 | $541.6K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Morgan StanleySCHEDULE 13G/A, 6 filings Feb 9, 2024 to Aug 5, 202532
- SIT INVESTMENT ASSOCIATES INCSC 13G/A, 3 filings Jan 14, 2022 to Mar 6, 202333
- CASCADE INVESTMENT, L.L.C.SC 13D/A, 1 filing Oct 14, 202234
- RIVERNORTH CAPITAL MANAGEMENT, LLCSC 13G/A, 1 filing Feb 14, 202235
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 7,634,301 | $64.1M | 0.0% | +425,634 |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9.0M | 0.0% | No change |
| PenderFund Capital Management Ltd. | 998,747 | $8.4M | 3.8% | −24,450 |
| Invesco Ltd. | 903,565 | $7.6M | 0.0% | −17,134 |
| Rivernorth Capital Management, LLC | 875,999 | $7.4M | 0.3% | −87,440 |
| Bank Of America Corp /de/ | 793,312 | $6.7M | 0.0% | +15,355 |
| Guggenheim Capital LLC | 775,910 | $6.5M | 0.0% | −94,805 |
| Saba Capital Management, L.P. | 753,909 | $6.3M | 0.2% | +613,324 |
| 1607 Capital Partners, LLC | 708,052 | $5.9M | 0.5% | −484,938 |
| Baird Financial Group, Inc. | 576,774 | $4.8M | 0.0% | +19,989 |
| LPL Financial LLC | 566,854 | $4.8M | 0.0% | −103,388 |
| HighTower Advisors, LLC | 491,394 | $4.1M | 0.0% | +1,336 |
| Capstone Investment Advisors, LLC | 462,748 | $3.9M | 0.0% | No change |
| Atlas Wealth LLC | 415,617 | $3.5M | 0.5% | New |
| GatePass Capital, LLC | 381,650 | $3.2M | 1.2% | +284,450 |
| First Trust Advisors LP | 375,031 | $3.2M | 0.0% | +21,836 |
| Waterloo Capital, L.P. | 361,156 | $3.0M | 0.2% | New |
| Osaic Holdings, Inc. | 287,983 | $2.4M | 0.0% | +5,421 |
| Raymond James Financial Inc | 287,724 | $2.4M | 0.0% | +35,856 |
| Riverbridge Partners LLC | 252,005 | $2.1M | 0.1% | +7,131 |
| Stifel Financial Corp | 243,461 | $2.0M | 0.0% | −22,047 |
| Matisse Capital | 230,000 | $1.9M | 0.8% | No change |
| TrueMark Investments, LLC | 204,141 | $1.7M | 0.2% | +13,485 |
| Advisors Asset Management, Inc. | 195,523 | $1.6M | 0.0% | New |
| Atala Financial Inc | 192,584 | $1.6M | 1.0% | No change |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
13 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jan 31, 2023 | Steve CohenDemocratic, House | Sale | $15,001 - $50,000 | +107.1% | Report |
| Nov 29, 2022 | Thomas R Carper, Senate | Sale | $1,001 - $15,000 | +111.5% | Report |
| Nov 29, 2022 | Thomas R Carper, Senate | Sale | $1,001 - $15,000 | +111.5% | Report |
| Nov 15, 2022 | Thomas R Carper, Senate | Sale | $15,001 - $50,000 | +108.9% | Report |
| Nov 8, 2022 | Thomas R Carper, Senate | Sale | $1,001 - $15,000 | +115.8% | Report |
| Aug 10, 2022 | Thomas R Carper, Senate | Partial sale | $1,001 - $15,000 | Report | |
| Jan 31, 2022 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −106.5% | Report |
| Jan 26, 2022 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | Report | |
| Jan 18, 2022 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −107.6% | Report |
| Nov 20, 2020 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −148.5% | Report |
| Sep 22, 2020 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −164.1% | Report |
| Jul 9, 2020 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −173.3% | Report |
| Jul 7, 2020 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −174.4% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 7SEC EDGARJeanne Kelly, Senior Vice President
- 8SEC EDGARRobert I. Frenkel, Secretary
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- 16SEC EDGARSusan Curry, Assistant Treasurer
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- 19SEC EDGARMark Mathiasen, Assistant Secretary
- 20SEC EDGARMelissa J. Nguyen, Secretary
- 21SEC EDGARMichael Larson, Board member
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- 23SEC EDGARJane F. Dasher, Board member
- 24SEC EDGARRonald Olson, Board member
- 25SEC EDGARSusan B. Kerley, Board member
- 26SEC EDGARJaynie M. Studenmund, Board member
- 27SEC EDGARPeter J. Taylor, Board member
- 28SEC EDGARWilliam E. B. Siart, Board member
- 29SEC EDGARAnita L. Defrantz, Board member
- 30SEC EDGARRobert Abeles Jr., Board member
- 31SEC EDGARKenneth Fuller, Board member
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