DOSSIER · 13F Holders · Q2 2026
WIW

WESTERN AST INFL LKD OPP & I

98 institutions still hold WESTERN AST INFL LKD OPP & I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766R104·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$160M
visible holders
Holders
98
filers reporting
Concentration
40.03%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported WIW in Q2 2026. MORGAN STANLEY leads at 40.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$64M7.6M0.00%Q2 2026
02
Allspring Global Investments Holdings, LLC
CIK 0001890906
$9M1.1M0.01%Q2 2026
03
PenderFund Capital Management Ltd.
CIK 0001706164
$8M999K1.08%Q2 2026
04
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$8M963K0.41%Q1 2026
05
Invesco Ltd.
CIK 0000914208
$8M904K0.00%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M793K0.00%Q2 2026
07
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$7M776K0.04%Q2 2026
08
Saba Capital Management, L.P.
CIK 0001510281
$6M754K0.16%Q2 2026
09
1607 Capital Partners, LLC
CIK 0001436866
$6M708K0.52%Q2 2026
10
Baird Financial Group, Inc.
CIK 0001648711
$5M577K0.01%Q2 2026
11
LPL Financial LLC
CIK 0001403438
$5M567K0.00%Q2 2026
12
HighTower Advisors, LLC
CIK 0001462245
$4M491K0.00%Q2 2026
13
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$4M463K0.01%Q2 2026
14
Atlas Wealth LLC
CIK 0001964106
$3M416K0.50%Q2 2026
15
GatePass Capital, LLC
CIK 0002087399
$3M382K1.22%Q2 2026
16
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M375K0.00%Q2 2026
17
Waterloo Capital, L.P.
CIK 0001730942
$3M361K0.17%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M288K0.00%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M288K0.00%Q2 2026
20
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M252K0.06%Q2 2026
Page 1 of 5
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Insiders at WESTERN AST INFL LKD OPP & I
Larson Michael →Toupin Ronald E Jr →