Western Asset Inflation-Linked Opportunities & Income Fund
US ˙ NYSE ˙ US95766R1041

SecurityWIW / Western Asset Inflation-Linked Opportunities & Income Fund
InstitutionMorgan Stanley
Latest Disclosed Ownership5,224,323 shares
Ownership 8.50%
Morgan Stanley ownership in WIW / Western Asset Inflation-Linked Opportunities & Income Fund

2025-08-05 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,224,323 shares of Western Asset Inflation-Linked Opportunities & Income Fund (US:WIW). This represents 8.5 percent ownership of the company. In their previous filing dated 2025-02-05 , Morgan Stanley had reported owning 2,487,171 shares, indicating an increase of 110.05 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-08-05 2025-08-05 13G/A 2,487,171 5,224,323 110.05 8.50 107.32
2025-02-05 2025-02-05 13G/A 4,358,158 4,541,024 4.20 7.40 4.23
2025-02-05 2025-02-05 13G/A 4,358,158 2,487,171 -42.93 4.10 -42.25
2024-11-26 2024-11-26 13G 3,827,038 4,358,158 13.88 7.10 12.70
2024-02-09 2024-02-09 13G 3,827,038 6.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,208,667 -29,422 -0.41 60,985 -1.91 0.0037
2026-05-27 2025-12-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 7,238,089 -169,014 -2.28 62,175 -5.58 0.0037
2026-02-13 2025-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,238,089 -169,014 62,175 0.0037
2026-05-27 2025-09-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 7,407,103 22,240 0.30 65,849 1.79 0.0040
2025-11-14 2025-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,407,103 22,240 65,849 0.0040
2025-08-15 2025-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,384,863 31,241 0.42 64,691 0.08 0.0042
2025-05-15 2025-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,353,622 325,428 4.63 64,638 11.21 0.0046
2025-05-15 2024-12-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 7,028,194 -1,700,176 -19.48 58,123 -24.67 0.0041
2025-02-14 2024-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,028,194 -1,700,176 58,123 0.0041
2025-05-14 2024-09-30 13F/A-2 WESTERN AST INFL LKD OPP & I COM 95766R104 8,728,370 1,332,438 18.02 77,159 22.59 0.0056
2025-02-14 2024-09-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 8,728,370 1,332,438 77,159 0.0056
2024-11-14 2024-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 8,728,370 1,332,438 77,159 0.0007
2025-05-14 2024-06-30 13F/A-2 WESTERN AST INFL LKD OPP & I COM 95766R104 7,395,932 356,139 5.06 62,939 3.60 0.0049
2024-10-17 2024-06-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 7,395,932 356,139 62,939 0.0049
2024-08-14 2024-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,395,932 356,139 62,939 0.0049
2024-10-17 2024-03-31 13F/A-2 WESTERN AST INFL LKD OPP & I COM 95766R104 7,039,793 684,255 10.77 60,753 10.26 0.0049
2024-08-16 2024-03-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 7,039,793 684,255 60,753 0.0006
2024-05-15 2024-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 7,039,793 684,255 60,753 0.0049
2024-08-16 2023-12-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 6,355,538 -158,727 -2.44 55,103 2.78 0.0049
2024-02-13 2023-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 6,355,538 -158,727 55,103 0.0049
2023-11-15 2023-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 6,514,265 916,706 16.38 53,612 8.10 0.0055
2023-08-14 2023-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 5,597,559 497,232 9.75 49,594 6.27 0.0049
2023-05-15 2023-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 5,100,327 555,170 12.21 46,668 12.46 0.0050
2023-02-14 2022-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 4,545,157 743,051 19.54 41,497 20.33 0.0047
2022-11-14 2022-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 3,802,106 -114,430 -2.92 34,485 -16.38 0.0047
2022-10-27 2022-06-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 3,916,536 1,457,396 59.26 41,241 39.63 0.0054
2022-08-15 2022-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 3,916,536 1,457,396 41,241 0.0054
2022-10-27 2022-03-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 2,459,140 196,381 8.68 29,535 -3.88 0.0040
2022-05-13 2022-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 2,459,140 196,381 29,535 0.0040
2022-02-14 2021-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 2,262,759 167,745 8.01 30,728 10.36 0.0038
2021-11-15 2021-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 2,095,014 -108,106 -4.91 27,843 -3.60 0.0038
2021-08-23 2021-06-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 2,203,120 135,038 6.53 28,883 14.85 0.0038
2021-08-16 2021-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 2,203,120 1,413,268 28,883 0.0038
2021-05-17 2021-03-31 13F WESTERN ASSET COM 95766R104 2,068,082 317,644 18.15 25,148 15.77 0.0037
2021-02-16 2020-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,750,438 55,986 3.30 21,723 14.06 0.0034
2020-11-13 2020-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,694,452 188,380 12.51 19,046 15.38 0.0037
2020-08-14 2020-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,506,072 -149,075 -9.01 16,507 4.32 0.0037
2020-05-26 2020-03-31 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 1,655,147 -330,470 -16.64 15,823 -30.95 0.0043
2020-05-15 2020-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,655,147 -330,470 15,823 1,215.5363
2020-02-14 2019-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,985,617 160,591 8.80 22,914 13.32 0.0053
2019-11-14 2019-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,825,026 227,025 14.21 20,221 13.08 0.0054
2019-08-14 2019-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,598,001 290,984 22.26 17,882 27.51 0.0048
2019-05-15 2019-03-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,307,017 -21,030 -1.58 14,024 4.04 0.0040
2019-02-14 2018-12-31 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,328,047 -134,911 -9.22 13,480 -15.00 0.0040
2019-04-23 2018-09-30 13F/A-2 WESTERN AST INFL LKD OPP & I COM 95766R104 1,462,958 30,517 2.13 15,859 -0.70 0.0040
2018-11-20 2018-09-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 1,462,958 1,047,733 15,859 0.0040
2018-11-14 2018-09-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,462,958 30,517 15,859
2019-04-23 2018-06-30 13F/A-1 WESTERN AST INFL LKD OPP & I COM 95766R104 1,432,441 102,534 7.71 15,971 6.08 0.0043
2018-08-14 2018-06-30 13F WESTERN AST INFL LKD OPP & I COM 95766R104 1,432,441 102,534 15,971
2019-04-23 2018-03-31 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 1,329,907 399,366 42.92 15,055 41.67 0.0042
2018-05-14 2018-03-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 1,329,907 399,366 15,055
2019-04-23 2017-12-31 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 930,541 128,678 16.05 10,627 17.49 0.0029
2018-02-14 2017-12-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 930,541 128,678 10,627
2017-11-14 2017-09-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 801,863 63,340 8.58 9,045 11.13 0.0027
2017-08-11 2017-06-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 738,523 -445,373 -37.62 8,139 -38.46 0.0025
2017-05-22 2017-03-31 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 1,183,896 -4,983 -0.42 13,225 -0.14 0.0041
2017-05-12 2017-03-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 1,183,896 13,225
2017-02-22 2016-12-31 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 1,188,879 303,889 34.34 13,244 33.74 0.0043
2017-02-13 2016-12-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 1,188,879 13,244
2016-11-10 2016-09-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 884,990 189,955 27.33 9,903 28.24 0.0034
2016-08-12 2016-06-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 695,035 66,011 10.49 7,722 11.00 0.0028
2016-05-12 2016-03-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 629,024 -170,678 -21.34 6,957 -15.46 0.0027
2016-02-09 2015-12-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 799,702 152,111 23.49 8,229 22.18 0.0030
2016-02-08 2015-09-30 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 647,591 26,461 4.26 6,735 -3.09 0.0025
2015-11-09 2015-09-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 647,591 6,735
2015-08-12 2015-06-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 621,130 107,408 20.91 6,950 19.31 0.0024
2015-05-14 2015-03-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 513,722 117,174 29.55 5,825 29.99 0.0021
2015-02-13 2014-12-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 396,548 -63,038 -13.72 4,481 -15.87 0.0016
2014-12-16 2014-09-30 13F/A-1 WESTERN ASSET CLYM INFL OPP COM 95766R104 459,586 -263,790 -36.47 5,326 -36.69 0.0020
2014-11-14 2014-09-30 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 459,586 5,326
2014-05-13 2014-03-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 723,376 -263,186 -26.68 8,413 -24.34 0.0035
2014-02-13 2013-12-31 13F WESTERN ASSET CLYM INFL OPP COM 95766R104 986,562 -90,840 -8.43 11,119 -11.03 0.0047
2013-11-13 2013-09-30 13F WESTERN ASSET COM 95766R104 1,077,402 119,456 12.47 12,498 10.10 0.0059
2013-08-08 2013-06-30 13F WESTERN ASSET COM 95766R104 957,946 957,946 11,352 0.0057
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.