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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | 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 |
| Northern Trust Corp | 77,861 | $11.0K | 0.00% | +77,861 | New |
| Arkadios Wealth Advisors | 1,623 | $22.0K | 0.00% | +1,292+390.3% | Added |
| Accel Wealth Management | 1,760 | $25.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,650 | $51.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,116 | $58.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,429 | $62.0K | 0.03% | +320+7.8% | Added |
| Raffa Wealth Management, LLC | 5,024 | $70.3K | 0.02% | +5,024 | New |
| FNY Investment Advisers, LLC | 5,623 | $78.0K | 0.03% | +5,623 | New |
| American Portfolios Advisors | 7,906 | $110.7K | 0.00% | +680+9.4% | Added |
| Truist Financial Corp | 10,450 | $146.0K | 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 |
| Private Advisor Group, LLC | 11,670 | $163.0K | 0.00% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 17,392 | $243.0K | 0.10% | +17,392 | New |
| Peapack Gladstone Financial Corp | 18,949 | $265.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,166 | $268.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $288.0K | 0.01% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 21,114 | $296.0K | 0.24% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 25,552 | $358.0K | 0.15% | +33+0.1% | Added |
| Royal Bank of Canada | 27,015 | $378.0K | 0.00% | −2,005−6.9% | Reduced |
| Clean Yield Group | 27,500 | $385.0K | 0.14% | +27,500 | New |
| Raymond James & Associates | 32,226 | $451.0K | 0.00% | −7,980−19.8% | Reduced |
| Congress Park Capital LLC | 33,885 | $474.0K | 0.24% | +9,155+37.0% | Added |
| Pekin Hardy Strauss, Inc. | 34,675 | $485.0K | 0.07% | −31,540−47.6% | Reduced |
| Windsor Creek Advisors, LLC | 34,693 | $486.0K | 0.18% | 00.0% | Unchanged |
| Grace & White Inc | 38,589 | $540.0K | 0.10% | −2,523−6.1% | Reduced |
| Coastal Investment Advisors, Inc. | 45,819 | $641.0K | 0.15% | +3,833+9.1% | Added |
| Levin Capital Strategies, L.P. | 50,557 | $708.0K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53,142 | $744.0K | 0.00% | −354−0.7% | Reduced |
| Rock Point Advisors, LLC | 60,199 | $843.0K | 0.24% | −795−1.3% | Reduced |
| Dakota Wealth Management | 66,804 | $935.0K | 0.11% | −725−1.1% | Reduced |
| Janney Montgomery Scott LLC | 88,127 | $1.23M | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 104,658 | $1.47M | 0.00% | +26,810+34.4% | Added |
| UBS Group AG | 112,153 | $1.57M | 0.00% | +45,598+68.5% | Added |
| Wells Fargo & Company | 153,990 | $2.15M | 0.00% | −46,953−23.4% | Reduced |
| Parametric Portfolio Associates LLC | 193,825 | $2.71M | 0.00% | +5,658+3.0% | Added |
| Baird Financial Group, Inc. | 254,076 | $3.56M | 0.01% | +4,065+1.6% | Added |
| Roberts Glore & Co Inc | 283,520 | $3.97M | 1.19% | −12,800−4.3% | Reduced |
| Relative Value Partners Group, LLC | 326,770 | $4.58M | 0.36% | −266,642−44.9% | Reduced |
| Invesco Ltd. | 342,674 | $4.80M | 0.00% | +35,499+11.6% | Added |
| Stifel Financial Corp | 345,795 | $4.84M | 0.01% | +43,057+14.2% | Added |
| Wakefield Asset Management LLLP | 361,938 | $5.07M | 1.92% | +191,792+112.7% | Added |
| Bank of America Corp | 461,877 | $6.47M | 0.00% | +8,483+1.9% | Added |
| Morgan Stanley | 860,987 | $12.1M | 0.00% | +71,135+9.0% | Added |
| Sit Investment Associates Inc | 1,473,503 | $20.6M | 0.51% | +17,783+1.2% | Added |
| Karpus Management, Inc. | 4,737,089 | $66.3M | 1.97% | −273,613−5.5% | Reduced |
| 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 |