Welcome to our dedicated page for Western Asset Infl-Linked Opps & Fd SEC filings (Ticker: WIW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Western Asset Inflation-Linked Opportunities & Income Fund is holding its annual shareholder meeting on May 21, 2026 to elect three Class I Trustees: Michael Larson, Susan B. Kerley and Avedick B. Poladian. Shareholders of record as of March 27, 2026 may vote in person, by mail, telephone or Internet.
The proxy describes the Fund’s classified board structure, control share provisions limiting voting rights from large acquisitions absent separate approval, committee responsibilities, trustee qualifications and compensation. It also discloses major shareholders, including Cascade Investment, L.L.C., and confirms PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending November 30, 2026.
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND had an initial ownership report (Form 3) filed by reporting person Kim Stout, identified as "CCO/Inv Mgr." The filing lists no transactions or holdings and shows no derivative positions in this snapshot.
WIW submitted an annual Form N-CEN that records background, governance, service providers and transactional metrics for a registered investment company. The filing lists aggregate brokerage commissions paid: 30,007 and multiple principal transaction values, including 192,540,849.87 and 83,138,136.15.
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is a diversified closed‑end fund focused on current income, with capital appreciation as a secondary goal. It normally invests at least 80% of total managed assets in inflation‑linked securities and may invest up to 40% in below‑investment‑grade bonds and up to 100% in non‑U.S. dollar securities.
The fund follows a managed distribution policy paying a fixed $0.0625 per share monthly, totaling $0.74 per share over the year ended November 30, 2025, of which $0.33 is treated as return of capital for tax purposes. For the same period, WIW returned 7.63% based on net asset value and 10.76% based on NYSE market price, compared with 6.69% for the Bloomberg U.S. Government Inflation‑Linked 1‑10 Year Index and 5.58% for the Bloomberg U.S. Government Inflation‑Linked All Maturities Index.
As of November 30, 2025, net assets were $596.2 million and net asset value was $9.74 per share, while the market price was $8.84, reflecting a discount to NAV. The portfolio was heavily allocated to U.S. Treasury Inflation‑Protected Securities (about 111.1% of net assets, reflecting leverage), with additional exposure to collateralized mortgage obligations, corporate bonds, non‑U.S. inflation‑linked bonds and sovereign debt, including Brazil and Mexico. Leverage, primarily via reverse repurchase agreements, was about 28% of total assets at period end and contributed positively to results.
Jeffrey Masom filed an Initial Form 3 for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) related to an event on 04/29/2025. The filing lists his relationship to the issuer as an officer (Director - Investment Manager). Table disclosure states no securities are beneficially owned as of the event date. The form shows it was signed by Mitchell O'Brien by power of attorney on 08/28/2025. This is an initial Section 16 filing reporting zero direct or indirect holdings and confirms a timely ownership disclosure record for this reporting person.