Western Asset Inflation-Linked Income Fund
WIA- Exchange
- NYSE
- SEC CIK
- 0001254370
No open-market purchases or sales by Western Asset Inflation-Linked Income Fund insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $100.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset Inflation-Linked Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 51
- −2 vs. Q1 2021
- Shares held
- 10.9M
- −174.8K (−1.6%) vs. Q1 2021
- Total value
- $151.3M
- +$9.85M (+7.0%) vs. Q1 2021
- New holders
- 7
- 16 more added
- Sold out
- 9
- 11 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 52 | $100.1M |
| Q1 2026 | 52 | $94.2M |
| Q4 2025 | 50 | $95.8M |
| Q3 2025 | 48 | $96.5M |
| Q2 2025 | 45 | $98.3M |
| Q1 2025 | 49 | $94.8M |
| Q4 2024 | 50 | $90.0M |
| Q3 2024 | 50 | $95.9M |
| Q2 2024 | 49 | $87.8M |
| Q1 2024 | 50 | $88.0M |
| Q4 2023 | 55 | $86.0M |
| Q3 2023 | 49 | $80.2M |
| Q2 2023 | 50 | $82.9M |
| Q1 2023 | 49 | $84.9M |
| Q4 2022 | 59 | $85.0M |
| Q3 2022 | 47 | $90.7M |
| Q2 2022 | 55 | $97.9M |
| Q1 2022 | 50 | $122.2M |
| Q4 2021 | 46 | $137.8M |
| Q3 2021 | 50 | $146.6M |
| Q2 2021 | 51 | $151.3M |
| Q1 2021 | 53 | $141.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,737,089 | $66.3M | 1.97% | −273,613−5.5% | Reduced |
| Sit Investment Associates Inc | 1,473,503 | $20.6M | 0.51% | +17,783+1.2% | Added |
| Morgan Stanley | 860,987 | $12.1M | 0.00% | +71,135+9.0% | Added |
| Bank of America Corp | 461,877 | $6.47M | 0.00% | +8,483+1.9% | Added |
| Wakefield Asset Management LLLP | 361,938 | $5.07M | 1.92% | +191,792+112.7% | Added |
| Stifel Financial Corp | 345,795 | $4.84M | 0.01% | +43,057+14.2% | Added |
| Invesco Ltd. | 342,674 | $4.80M | 0.00% | +35,499+11.6% | Added |
| Relative Value Partners Group, LLC | 326,770 | $4.58M | 0.36% | −266,642−44.9% | Reduced |
| Roberts Glore & Co Inc | 283,520 | $3.97M | 1.19% | −12,800−4.3% | Reduced |
| Baird Financial Group, Inc. | 254,076 | $3.56M | 0.01% | +4,065+1.6% | Added |
| Parametric Portfolio Associates LLC | 193,825 | $2.71M | 0.00% | +5,658+3.0% | Added |
| Wells Fargo & Company | 153,990 | $2.15M | 0.00% | −46,953−23.4% | Reduced |
| UBS Group AG | 112,153 | $1.57M | 0.00% | +45,598+68.5% | Added |
| Fiera Capital Corp | 104,658 | $1.47M | 0.00% | +26,810+34.4% | Added |
| Janney Montgomery Scott LLC | 88,127 | $1.23M | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 66,804 | $935.0K | 0.11% | −725−1.1% | Reduced |
| Rock Point Advisors, LLC | 60,199 | $843.0K | 0.24% | −795−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 53,142 | $744.0K | 0.00% | −354−0.7% | Reduced |
| Levin Capital Strategies, L.P. | 50,557 | $708.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 45,819 | $641.0K | 0.15% | +3,833+9.1% | Added |
| Grace & White Inc | 38,589 | $540.0K | 0.10% | −2,523−6.1% | Reduced |
| Windsor Creek Advisors, LLC | 34,693 | $486.0K | 0.18% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,675 | $485.0K | 0.07% | −31,540−47.6% | Reduced |
| Congress Park Capital LLC | 33,885 | $474.0K | 0.24% | +9,155+37.0% | Added |
| Raymond James & Associates | 32,226 | $451.0K | 0.00% | −7,980−19.8% | Reduced |
| Clean Yield Group | 27,500 | $385.0K | 0.14% | +27,500 | New |
| Royal Bank of Canada | 27,015 | $378.0K | 0.00% | −2,005−6.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 25,552 | $358.0K | 0.15% | +33+0.1% | Added |
| Strategic Capital Advisers, Inc. | 21,114 | $296.0K | 0.24% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $288.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,166 | $268.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 18,949 | $265.0K | 0.01% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 17,392 | $243.0K | 0.10% | +17,392 | New |
| Private Advisor Group, LLC | 11,670 | $163.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $159.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,309 | $159.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,450 | $146.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,906 | $110.7K | 0.00% | +680+9.4% | Added |
| FNY Investment Advisers, LLC | 5,623 | $78.0K | 0.03% | +5,623 | New |
| Raffa Wealth Management, LLC | 5,024 | $70.3K | 0.02% | +5,024 | New |
| Pinnacle Bancorp, Inc. | 4,429 | $62.0K | 0.03% | +320+7.8% | Added |
| First Horizon Advisors, Inc. | 4,116 | $58.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,650 | $51.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,760 | $25.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,623 | $22.0K | 0.00% | +1,292+390.3% | Added |
| Northern Trust Corp | 77,861 | $11.0K | 0.00% | +77,861 | New |
| Citigroup Inc | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 485 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $7.00K | 0.00% | +500 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −53,795−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −40,074−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −20,223−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |