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