Who Owns WESTERN AST INFL LKD OPP & I (WIW)? -- Institutional Holders (2026-06-30)
109 institutions reported holding $194.5M of WESTERN AST INFL LKD OPP & I (WIW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($64.1M), Allspring Global Investments Holdings, LLC ($9.0M), PenderFund Capital Management Ltd. ($8.4M), Invesco Ltd. ($7.6M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($7.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $64.1M | 7.6M | Added |
| 2 | Allspring Global Investments Holdings, LLC | $9.0M | 1.1M | Hold |
| 3 | PenderFund Capital Management Ltd. | $8.4M | 998,747 | Trimmed |
| 4 | Invesco Ltd. | $7.6M | 903,565 | Trimmed |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $7.4M | 875,999 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $6.7M | 793,312 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $6.5M | 775,910 | Trimmed |
| 8 | Saba Capital Management, L.P. | $6.3M | 753,909 | Added |
| 9 | 1607 Capital Partners, LLC | $5.9M | 708,052 | Trimmed |
| 10 | Baird Financial Group, Inc. | $4.8M | 576,774 | Added |
| 11 | LPL Financial LLC | $4.8M | 566,854 | Trimmed |
| 12 | HighTower Advisors, LLC | $4.1M | 491,394 | Added |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.9M | 462,748 | Hold |
| 14 | Atlas Wealth LLC | $3.5M | 415,617 | New |
| 15 | GatePass Capital, LLC | $3.2M | 381,650 | Added |
| 16 | FIRST TRUST ADVISORS LP | $3.2M | 375,031 | Added |
| 17 | Waterloo Capital, L.P. | $3.0M | 361,156 | New |
| 18 | OSAIC HOLDINGS, INC. | $2.4M | 287,983 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $2.4M | 287,724 | Added |
| 20 | RIVERBRIDGE PARTNERS LLC | $2.1M | 252,005 | Added |
| 21 | STIFEL FINANCIAL CORP | $2.0M | 243,461 | Trimmed |
| 22 | Matisse Capital | $1.9M | 230,000 | Hold |
| 23 | TrueMark Investments, LLC | $1.7M | 204,141 | Added |
| 24 | Advisors Asset Management, Inc. | $1.6M | 195,523 | New |
| 25 | Atala Financial Inc | $1.6M | 192,584 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30