Morgan Stanley and Parametric Portfolio Associates LLC filed Amendment No. 3 to a Schedule 13G on November 6, 2026, disclosing their beneficial ownership of Common Shares of Beneficial Interest in Western Asset Inflation-Linked Opportunities & Income Fund as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Both Morgan Stanley and Parametric Portfolio Associates LLC each report 6,101,066.00 shares beneficially owned.
  • Percent of class: The aggregate amount represents 9.9% of the outstanding Common Shares of Beneficial Interest.
  • Shared voting power: Each reporting person reports shared voting power over 641,054.00 shares, with sole voting power of 0.00.
  • Shared dispositive power: Each reporting person reports shared dispositive power over 6,101,066.00 shares, with sole dispositive power of 0.00.
  • Filing type: This is Amendment No. 3, triggered by an event dated September 30, 2026, and signed November 6, 2026.
  • Issuer CUSIP: The securities are identified under CUSIP number 95766R104.

Morgan Stanley and Parametric Portfolio Associates Disclose Joint 9.9% Position in Western Asset Fund

According to the filing, Morgan Stanley, organized in Delaware and classified as a parent holding company and company (HC, CO), and its subsidiary Parametric Portfolio Associates LLC, an investment adviser and company (IA, CO) also organized in Delaware, jointly filed Amendment No. 3 to Schedule 13G with the SEC on November 6, 2026. The event requiring the filing occurred on September 30, 2026, and relates to Common Shares of Beneficial Interest in Western Asset Inflation-Linked Opportunities & Income Fund, whose principal offices are located at 620 Eighth Avenue, 47th Floor, New York, NY 10018.

The filing discloses that both Morgan Stanley and Parametric Portfolio Associates LLC each report aggregate beneficial ownership of 6,101,066.00 shares, representing 9.9% of the class. Neither reporting person holds any sole voting or sole dispositive power over the shares. Shared voting power is reported at 641,054.00 shares for each filer, while shared dispositive power covers the full 6,101,066.00 shares. Morgan Stanley's principal address is listed as 1585 Broadway, New York, NY 10036, and Parametric Portfolio Associates LLC is located at 800 Fifth Avenue, Suite 2800, Seattle, WA 98104.

The filing states that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." A footnote indicates the filing reflects securities beneficially owned by certain operating units collectively referred to as the "MS Reporting Units," consistent with SEC Release No. 34-39538 dated January 12, 1998, and does not reflect securities held by operating units whose ownership is disaggregated from the MS Reporting Units under that release. Claire Gordon signed on behalf of Morgan Stanley and Cindy Kim signed on behalf of Parametric Portfolio Associates LLC, both as authorized signatories.

What Was Disclosed

Morgan Stanley and Parametric Portfolio Associates LLC filed an amended Schedule 13G disclosing combined beneficial ownership of 6,101,066.00 Common Shares of Beneficial Interest in Western Asset Inflation-Linked Opportunities & Income Fund, equal to 9.9% of the class, as of September 30, 2026.