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, Q4 2021
Institutional positions in Western Asset Inflation-Linked Income Fund as of Dec 31, 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
- 46
- −4 vs. Q3 2021
- Shares held
- 10.5M
- −242.1K (−2.3%) vs. Q3 2021
- Total value
- $137.8M
- −$8.86M (−6.0%) vs. Q3 2021
- New holders
- 5
- 14 more added
- Sold out
- 9
- 13 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 3,707,492 | $49.1M | 1.41% | −883,667−19.2% | Reduced |
| Sit Investment Associates Inc | 2,180,322 | $28.9M | 0.68% | +554,728+34.1% | Added |
| Morgan Stanley | 1,038,852 | $13.8M | 0.00% | +83,978+8.8% | Added |
| Bank of America Corp | 532,526 | $7.06M | 0.00% | +4,787+0.9% | Added |
| Wakefield Asset Management LLLP | 375,919 | $4.98M | 1.72% | +17,274+4.8% | Added |
| Stifel Financial Corp | 356,953 | $4.73M | 0.01% | −729−0.2% | Reduced |
| Invesco Ltd. | 344,464 | $4.56M | 0.00% | +2,595+0.8% | Added |
| Roberts Glore & Co Inc | 278,705 | $3.69M | 0.97% | +3,921+1.4% | Added |
| Baird Financial Group, Inc. | 251,828 | $3.34M | 0.01% | −8,691−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 211,055 | $2.80M | 0.00% | +12,598+6.3% | Added |
| Fiera Capital Corp | 107,472 | $1.42M | 0.00% | +2,814+2.7% | Added |
| UBS Group AG | 106,757 | $1.41M | 0.00% | −1,650−1.5% | Reduced |
| Wells Fargo & Company | 93,167 | $1.23M | 0.00% | −2,505−2.6% | Reduced |
| Janney Montgomery Scott LLC | 88,125 | $1.17M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 64,554 | $855.0K | 0.09% | −2,250−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 59,395 | $787.0K | 0.07% | +3,500+6.3% | Added |
| Rock Point Advisors, LLC | 57,602 | $763.0K | 0.21% | −109−0.2% | Reduced |
| Congress Park Capital LLC | 53,975 | $715.0K | 0.35% | +9,420+21.1% | Added |
| Coastal Investment Advisors, Inc. | 52,561 | $696.0K | 0.15% | +4,097+8.5% | Added |
| Levin Capital Strategies, L.P. | 50,557 | $670.0K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 47,848 | $634.0K | 0.09% | −6,492−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 43,106 | $572.0K | 0.00% | −1,430−3.2% | Reduced |
| Grace & White Inc | 38,589 | $511.0K | 0.09% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 28,638 | $379.0K | 0.14% | +4,714+19.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 25,990 | $344.0K | 0.12% | +365+1.4% | Added |
| Strategic Capital Advisers, Inc. | 21,114 | $280.0K | 0.20% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $273.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20,500 | $272.0K | 0.09% | −6,500−24.1% | Reduced |
| Raymond James & Associates | 20,240 | $268.0K | 0.00% | −1,803−8.2% | Reduced |
| Peapack Gladstone Financial Corp | 18,949 | $251.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 18,333 | $243.0K | 0.00% | −833−4.3% | Reduced |
| Guggenheim Capital LLC | 18,032 | $239.0K | 0.00% | +18,032 | New |
| Northwestern Mutual Wealth Management Co | 12,429 | $165.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,023 | $159.0K | 0.00% | +9+0.1% | Added |
| Smith, Moore & Co. | 11,372 | $151.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,390 | $138.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,127 | $107.7K | 0.00% | −30−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,600 | $34.5K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,760 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,479 | $19.6K | 0.02% | +1,479 | New |
| PFS Partners, LLC | 823 | $10.9K | 0.01% | +823 | New |
| Northern Trust Corp | 77,861 | $10.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 686 | $9.00K | 0.00% | +686 | New |
| Highlander Capital Management, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 500 | $7.00K | 0.00% | +500 | New |
| Whittier Trust Co | 459 | $6.00K | 0.00% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −27,156−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |