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WI

Western Asset Inflation-Linked Opportunities & Income Fund

WIWFinancial ServicesNASDAQ

Asset Management · Last scanned May 29, 2026

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Financials · Annual
Revenue
$44.5M
+21.5% YoY
Net Income
$43.7M
+22.7% YoY
Free Cash Flow
$45.8M

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About Western Asset Inflation-Linked Opportunities & Income Fund

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. Valued at $520.7M, WIW is a small-cap name in its sector. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte.

Key stats
Market Cap$520.7M
P/E (TTM)11.99
EPS$0.71
Beta0.51
52W Change-0.7%
Dividend Yield8.81%
ROE7.3%
Analysis

Western Asset Inflation-Linked Opportunities & Income Fund carries $237.9M in total debt against $1.9M in cash reserves — debt is roughly 127.5x the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $45.8M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at 7.3%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.7% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$133.4M (2022) to $44.5M (2025), reflecting a 133% increase over the period.

The relatively low beta of 0.51 suggests WIW is a less volatile holding compared to the broader index. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. No single metric tells the full story. Reviewing WIW's risk profile alongside its fundamentals and technical indicators provides a more complete picture.

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