DOSSIER · 13F Holders · Q1 2026
WIW

WESTERN AST INFL LKD OPP & I

102 institutions still hold WESTERN AST INFL LKD OPP & I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766R104·102 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$168M
visible holders
Holders
102
filers reporting
Concentration
36.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

102 institutions reported WIW in Q1 2026. MORGAN STANLEY leads at 36.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$61M7.2M0.00%Q1 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M1.4M0.00%Q1 2026
03
1607 Capital Partners, LLC
CIK 0001436866
$10M1.2M0.73%Q1 2026
04
Allspring Global Investments Holdings, LLC
CIK 0001890906
$9M1.1M0.02%Q1 2026
05
PenderFund Capital Management Ltd.
CIK 0001706164
$9M1.0M1.36%Q1 2026
06
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$8M963K0.41%Q1 2026
07
Invesco Ltd.
CIK 0000914208
$8M921K0.00%Q1 2026
08
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$7M871K0.06%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M778K0.00%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$6M670K0.00%Q1 2026
11
Private Advisor Group, LLC
CIK 0001567755
$5M600K0.02%Q1 2026
12
Baird Financial Group, Inc.
CIK 0001648711
$5M557K0.01%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$4M490K0.00%Q1 2026
14
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$4M463K0.01%Q1 2026
15
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M353K0.00%Q1 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M283K0.00%Q1 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$2M266K0.00%Q1 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M252K0.00%Q1 2026
19
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M245K0.05%Q1 2026
20
Matisse Capital
CIK 0001668256
$2M230K0.83%Q1 2026
Page 1 of 6
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Insiders at WESTERN AST INFL LKD OPP & I
Larson MichaelToupin Ronald E Jr