WESTERN AST INFL LKD OPP & I COM

WESTERN AST INFL LKD OPP & I COM is a security (CUSIP 95766R104) tracked across SEC portfolio filings. 100 institutional managers reported $193.8M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $8.8M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 100 managers by value.

ManagerLocationValueShares
MORGAN STANLEYNEW YORK, NY$61.0M7,208,667
WELLS FARGO & COMPANY/MNSAN FRANCISCO, CA$12.0M1,412,848
1607 Capital Partners, LLCRichmond, VA$10.1M1,192,990
Allspring Global Investments Holdings, LLCCHARLOTTE, NC$9.1M1,075,268
PenderFund Capital Management Ltd.VANCOUVER, A1$8.7M1,023,197
RIVERNORTH CAPITAL MANAGEMENT, LLCWEST PALM BEACH, FL$8.2M963,439
GUGGENHEIM CAPITAL LLCChicago, IL$7.4M870,715
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$6.6M777,957
LPL Financial LLCFORT MILL, SC$5.7M670,242
Baird Financial Group, Inc.MILWAUKEE, WI$4.7M556,785
HighTower Advisors, LLCCHICAGO, IL$4.1M491,394
CAPSTONE INVESTMENT ADVISORS, LLCNEW YORK, NY$3.9M462,748
Atlas Wealth LLCCINCINNATI, OH$3.5M415,617
GatePass Capital, LLCINDEPENDENCE, OH$3.2M381,650
Waterloo Capital, L.P.AUSTIN, TX$3.0M361,156

Top fund holders (N-PORT)

FundRegistrantValue% of fund
RiverNorth/DoubleLine Strategic Income FundRIVERNORTH FUNDS$6.5M65.35%
Modern Capital Tactical Income FundModern Capital Funds Trust$2.3M328.56%

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