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, Q3 2021
Institutional positions in Western Asset Inflation-Linked Income Fund as of Sep 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
- 50
- −1 vs. Q2 2021
- Shares held
- 10.7M
- −170.3K (−1.6%) vs. Q2 2021
- Total value
- $146.6M
- −$4.71M (−3.1%) vs. Q2 2021
- New holders
- 2
- 14 more added
- Sold out
- 3
- 18 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,591,159 | $63.3M | 1.88% | −145,930−3.1% | Reduced |
| Sit Investment Associates Inc | 1,625,594 | $22.4M | 0.58% | +152,091+10.3% | Added |
| Morgan Stanley | 954,874 | $13.2M | 0.00% | +93,887+10.9% | Added |
| Bank of America Corp | 527,739 | $7.27M | 0.00% | +65,862+14.3% | Added |
| Wakefield Asset Management LLLP | 358,645 | $4.94M | 1.86% | −3,293−0.9% | Reduced |
| Stifel Financial Corp | 357,682 | $4.93M | 0.01% | +11,887+3.4% | Added |
| Invesco Ltd. | 341,869 | $4.71M | 0.00% | −805−0.2% | Reduced |
| Roberts Glore & Co Inc | 274,784 | $3.79M | 1.15% | −8,736−3.1% | Reduced |
| Baird Financial Group, Inc. | 260,519 | $3.59M | 0.01% | +6,443+2.5% | Added |
| Parametric Portfolio Associates LLC | 198,457 | $2.73M | 0.00% | +4,632+2.4% | Added |
| UBS Group AG | 108,407 | $1.49M | 0.00% | −3,746−3.3% | Reduced |
| Fiera Capital Corp | 104,658 | $1.44M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 95,672 | $1.32M | 0.00% | −58,318−37.9% | Reduced |
| Janney Montgomery Scott LLC | 88,125 | $1.21M | 0.01% | −20.0% | Reduced |
| Dakota Wealth Management | 66,804 | $921.0K | 0.11% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 57,711 | $795.0K | 0.23% | −2,488−4.1% | Reduced |
| Transcend Wealth Collective, LLC | 55,895 | $783.0K | 0.07% | +55,895 | New |
| Pekin Hardy Strauss, Inc. | 54,340 | $749.0K | 0.11% | +19,665+56.7% | Added |
| Levin Capital Strategies, L.P. | 50,557 | $697.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 48,464 | $668.0K | 0.16% | +2,645+5.8% | Added |
| Advisor Group Holdings, Inc. | 44,536 | $614.0K | 0.00% | −8,606−16.2% | Reduced |
| Congress Park Capital LLC | 44,555 | $614.0K | 0.31% | +10,670+31.5% | Added |
| Grace & White Inc | 38,589 | $532.0K | 0.10% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 27,156 | $374.0K | 0.17% | −7,537−21.7% | Reduced |
| Clean Yield Group | 27,000 | $372.0K | 0.13% | −500−1.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 25,625 | $353.0K | 0.16% | +73+0.3% | Added |
| Foresight Wealth Management, LLC | 23,924 | $330.0K | 0.15% | +6,532+37.6% | Added |
| Raymond James & Associates | 22,043 | $304.0K | 0.00% | −10,183−31.6% | Reduced |
| Strategic Capital Advisers, Inc. | 21,114 | $291.0K | 0.23% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $284.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,166 | $264.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 18,949 | $261.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,429 | $171.0K | 0.00% | +1,120+9.9% | Added |
| Royal Bank of Canada | 12,014 | $166.0K | 0.00% | −15,001−55.5% | Reduced |
| Smith, Moore & Co. | 11,372 | $157.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,390 | $143.0K | 0.00% | −1,280−11.0% | Reduced |
| Truist Financial Corp | 10,300 | $142.0K | 0.00% | −150−1.4% | Reduced |
| American Portfolios Advisors | 8,157 | $112.4K | 0.00% | +251+3.2% | Added |
| First Horizon Advisors, Inc. | 4,116 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,027 | $55.0K | 0.02% | −402−9.1% | Reduced |
| Spire Wealth Management | 3,650 | $50.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,600 | $35.8K | 0.00% | +2,600 | New |
| Accel Wealth Management | 1,760 | $24.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,796 | $24.0K | 0.00% | +1,296+259.2% | Added |
| Northern Trust Corp | 77,861 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 459 | $6.00K | 0.00% | −26−5.4% | Reduced |
| Arkadios Wealth Advisors | 190 | $2.00K | 0.00% | −1,433−88.3% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −326,770−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,623−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |