WIW Western Asset Inflation-Linked Opportunities & Income Fund

NYSE · N/A
$8.38
Price · Aug 19, 2026

WIW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$8.38
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$8 – $9

WIW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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5Y trend
WIW
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

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5Y trend
WIW
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

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5Y trend
WIW
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

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5Y trend
WIW
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

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5Y trend
WIW
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

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5Y trend
WIW
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
July 24, 2026$0.0630
June 23, 2026$0.0630
May 21, 2026$0.0630
April 23, 2026$0.0630
March 24, 2026$0.0630
Feb. 20, 2026$0.0630
Jan. 23, 2026$0.0630
Dec. 23, 2025$0.0630
Nov. 20, 2025$0.0630
Oct. 24, 2025$0.0630
Sept. 23, 2025$0.0630
Aug. 22, 2025$0.0630
July 24, 2025$0.0630
June 23, 2025$0.0630
May 22, 2025$0.0630
April 23, 2025$0.0630
March 24, 2025$0.0630
Feb. 21, 2025$0.0610
Jan. 24, 2025$0.0610
Dec. 23, 2024$0.0610

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Institutional owners (13F) 105 filers · $162.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+2 vs prior Q) 8 (-4 vs prior Q) 43 (+14 vs prior Q) 15 (-12 vs prior Q) +379K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $41,455,065 4,935,126 25.59% Shares
Allspring Global Investments Holdings, LLC $9,032,251 1,075,268 5.57% Shares
PenderFund Capital Management Ltd. $8,389,475 998,747 5.18% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $7,358,392 875,999 4.54% Shares
BANK OF AMERICA CORP /DE/ $6,663,820 793,312 4.11% Shares
GUGGENHEIM CAPITAL LLC $6,472,200 770,500 3.99% Shares
Saba Capital Management, L.P. $6,332,836 753,909 3.91% Shares
1607 Capital Partners, LLC $5,947,637 708,052 3.67% Shares
Baird Financial Group, Inc. $4,811,058 572,745 2.97% Shares
LPL Financial LLC $4,761,574 566,854 2.94% Shares
HighTower Advisors, LLC $4,127,713 491,394 2.55% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $3,887,083 462,748 2.40% Shares
Atlas Wealth LLC $3,491,183 415,617 2.15% Shares
GatePass Capital, LLC $3,205,860 381,650 1.98% Shares
FIRST TRUST ADVISORS LP $3,150,258 375,031 1.94% Shares
Waterloo Capital, L.P. $3,033,710 361,156 1.87% Shares
OSAIC HOLDINGS, INC. $2,419,104 287,983 1.49% Shares
RAYMOND JAMES FINANCIAL INC $2,300,809 273,906 1.42% Shares
RIVERBRIDGE PARTNERS LLC $2,116,840 252,005 1.31% Shares
STIFEL FINANCIAL CORP $2,045,066 243,461 1.26% Shares
Matisse Capital $1,945,800 230,000 1.20% Shares
TrueMark Investments, LLC $1,714,784 204,141 1.06% Shares
Atala Financial Inc $1,617,706 192,584 1.00% Shares
Summit Financial, LLC $1,458,081 173,581 0.90% Shares
Closed-End Fund Advisors, Inc. $1,319,690 157,106 0.81% Shares
Wakefield Asset Management LLLP $1,263,789 150,451 0.78% Shares
NWF Advisory Services Inc. $1,215,060 144,650 0.75% Shares
Private Advisor Group, LLC $1,134,502 135,060 0.70% Shares
ROBERTS GLORE & CO INC /IL/ $1,039,214 123,716 0.64% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,011,192 120,380 0.62% Shares
Dynamic Advisor Solutions LLC $967,678 115,200 0.60% Shares
Ionic Capital Management LLC $964,219 114,788 0.60% Shares
Cutler Capital Management, LLC $940,731 111,992 0.58% Shares
GRACE & WHITE INC /NY $822,872 97,961 0.51% Shares
OPPENHEIMER & CO INC $777,000 92,500 0.48% Shares
JANE STREET GROUP, LLC $713,185 84,903 0.44% Shares
PFG Investments, LLC $708,502 84,345 0.44% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $700,669 83,413 0.43% Shares
Cetera Investment Advisers $634,087 75,486 0.39% Shares
HBW ADVISORY SERVICES LLC $609,445 72,553 0.38% Shares
ROYAL BANK OF CANADA $585,000 69,604 0.36% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $578,844 68,910 0.36% Shares
Concorde Asset Management, LLC $575,703 68,050 0.36% Shares
XTX Topco Ltd $571,670 68,056 0.35% Shares
ENVESTNET ASSET MANAGEMENT INC $547,605 65,191 0.34% Shares
Invesco Ltd. $520,876 62,009 0.32% Shares
UBS Group AG $456,204 54,310 0.28% Shares
FIFTH THIRD BANCORP $408,290 48,606 0.25% Shares
READYSTATE ASSET MANAGEMENT LP $364,652 43,411 0.23% Shares
PVG ASSET MANAGEMENT CORP $348,709 41,513 0.22% Shares
UHLMANN PRICE SECURITIES, LLC $306,369 36,471 0.19% Shares
AlphaStar Capital Management, LLC $289,800 34,500 0.18% Shares
HOLLENCREST CAPITAL MANAGEMENT $289,010 34,406 0.18% Shares
Global Retirement Partners, LLC $280,358 33,376 0.17% Shares
Corient Private Wealth LP $247,153 29,423 0.15% Shares
Quantinno Capital Management LP $247,153 29,422 0.15% Shares
CITADEL ADVISORS LLC $233,764 27,829 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $215,200 25,619 0.13% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $193,074 22,985 0.12% Shares
Mariner, LLC $190,384 22,665 0.12% Shares
Merit Financial Group, LLC $171,108 20,370 0.11% Shares
Steward Partners Investment Advisory, LLC $153,762 18,305 0.09% Shares
GRIES FINANCIAL LLC $143,360 16,126 0.09% Shares
ACCREDITED INVESTOR SERVICES, LLC $126,176 15,021 0.08% Shares
MML INVESTORS SERVICES, LLC $117,825 14,027 0.07% Shares
Fiera Capital Corp $107,470 12,794 0.07% Shares
VERUS CAPITAL PARTNERS, LLC $106,626 12,694 0.07% Shares
INVESTMENT ADVISORY SERVICES INC /TX /ADV $101,640 12,100 0.06% Shares
DKM Wealth Management, Inc. $100,803 12,000 0.06% Shares
Capital Investment Advisors, LLC $95,713 11,394 0.06% Shares
Pinnacle Wealth Planning Services, Inc. $81,186 9,665 0.05% Shares
Clear Street Group Inc. $70,980 8,450 0.04% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $58,162 6,924 0.04% Shares
Hara Capital LLC $56,902 6,774 0.04% Shares
Thomas J. Herzfeld Advisors, Inc. $54,986 6,546 0.03% Shares
COMERICA BANK $54,117 6,300 0.03% Shares
WPG Advisers, LLC $50,610 6,025 0.03% Shares
Arax Advisory Partners $49,207 5,858 0.03% Shares
North Star Investment Management Corp. $44,040 5,243 0.03% Shares
MERCER GLOBAL ADVISORS INC /ADV $39,799 4,738 0.02% Shares
Integrated Wealth Concepts LLC $38,775 4,616 0.02% Shares
HARBOUR INVESTMENTS, INC. $37,800 4,500 0.02% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $25,200 3,000 0.02% Shares
GABLES CAPITAL MANAGEMENT INC. $19,858 2,364 0.01% Shares
NewEdge Advisors, LLC $17,267 2,056 0.01% Shares
WHITTIER TRUST CO OF NEVADA INC $15,775 1,887 0.01% Shares
CWM, LLC $14,695 1,737 0.01% Shares
Allworth Financial LP $13,440 1,600 0.01% Shares
IFP Advisors, Inc $8,400 1,000 0.01% Shares
Federation des caisses Desjardins du Quebec $8,370 1,000 0.01% Shares
Key Financial Inc $5,947 708 0.00% Shares
WELLS FARGO & COMPANY/MN $5,713 680 0.00% Shares
Rockefeller Capital Management L.P. $5,309 632 0.00% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $4,200 500 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,100 250 0.00% Shares
Sandy Spring Bank $1,758 200 0.00% Shares
Atlantic Union Bankshares Corp $1,680 200 0.00% Shares
BFSG, LLC $630 75 0.00% Shares
Janney Montgomery Scott LLC $590 70,218 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $361 43 0.00% Shares

Company insiders 15 insiders · 0 officers · 7 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael Larson Director Sept. 27, 2023 P 14,547 0 0 $0
Ronald E Toupin JR Director April 1, 2019 P 2,413 0 0 $0
Kenneth Fuller Director Jan. 15, 2014 P 2,000 0 0 $0
Jay R Gerken Director July 11, 2008 P 2,000 0 0 $0
Ronald Nyberg Director June 4, 2008 S 3 0 0 $0
Randolph L Kohn Director June 15, 2006 P 7,000 0 0 $0
Peter Erichsen Director March 9, 2004 P 250 0 0 $0
Stephen A Walsh Sept. 24, 2012 S 60,100 0 0 $0
James W Hirschmann III Dec. 14, 2010 S 0 0 0 $0
Edward A Moody June 6, 2007 P 18,500 0 0 $0
Carl L Eichstaedt June 19, 2006 S 0 0 0 $0
Scott F Grannis Oct. 19, 2005 P 11,000 0 0 $0
Keith J Gardner July 16, 2004 P 4,000 0 0 $0
Jeffrey D Van Schiack June 22, 2004 P 6,000 0 0 $0
Peter H Stutz June 15, 2004 P 800 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 3 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Cascade Investment, L.L.C., William H. Gates III ×17 filings Oct. 14, 2022 Initial filing Passive investment SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×13 filings May 20, 2008 Initial filing Passive investment SEC
July 7, 2006 Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 3 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FCEF · First Trust Exchange-Traded Fund VI… 2.50% 232,457 NS May 31, 2026 N-PORT
PCEF · Invesco Exchange-Traded Fund Trust … 0.85% 826,031 Aug. 8, 2026 Daily
CEFS · Exchange Listed Funds Trust 0.28% 140,585 NS May 31, 2026 N-PORT