# 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

- Issuer: WESTERN AST INFL LKD OPP & I
- Class: COM
- CUSIP: 95766R104
- Asset category: EC
- 13F holders: 100
- 13F value: $193.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $8.8M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 100 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $61.0M | 7,208,667 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $12.0M | 1,412,848 |
| [1607 Capital Partners, LLC](https://search.stillhousedata.com/firm/144758) | Richmond, VA | $10.1M | 1,192,990 |
| Allspring Global Investments Holdings, LLC | CHARLOTTE, NC | $9.1M | 1,075,268 |
| PenderFund Capital Management Ltd. | VANCOUVER, A1 | $8.7M | 1,023,197 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/122020) | WEST PALM BEACH, FL | $8.2M | 963,439 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $7.4M | 870,715 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $6.6M | 777,957 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $5.7M | 670,242 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $4.7M | 556,785 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $4.1M | 491,394 |
| [CAPSTONE INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/155563) | NEW YORK, NY | $3.9M | 462,748 |
| [Atlas Wealth LLC](https://search.stillhousedata.com/firm/321832) | CINCINNATI, OH | $3.5M | 415,617 |
| [GatePass Capital, LLC](https://search.stillhousedata.com/firm/329404) | INDEPENDENCE, OH | $3.2M | 381,650 |
| [Waterloo Capital, L.P.](https://search.stillhousedata.com/firm/133705) | AUSTIN, TX | $3.0M | 361,156 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [RiverNorth/DoubleLine Strategic Income Fund](https://search.stillhousedata.com/fund/S000030798) | RIVERNORTH FUNDS | $6.5M | 65.35% |
| [Modern Capital Tactical Income Fund](https://search.stillhousedata.com/fund/S000069477) | Modern Capital Funds Trust | $2.3M | 328.56% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/95766R104.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.