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 2022
Institutional positions in Western Asset Inflation-Linked Income Fund as of Dec 31, 2022. 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
- 59
- +13 vs. Q3 2022
- Shares held
- 9.87M
- −246.9K (−2.4%) vs. Q3 2022
- Total value
- $85.0M
- −$5.58M (−6.2%) vs. Q3 2022
- New holders
- 16
- 17 more added
- Sold out
- 3
- 15 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 5,912,430 | $50.9M | 1.72% | +2,284,668+63.0% | Added |
| Bank of America Corp | 589,359 | $5.07M | 0.00% | +30,371+5.4% | Added |
| Morgan Stanley | 390,517 | $3.36M | 0.00% | −234,590−37.5% | Reduced |
| Baird Financial Group, Inc. | 356,917 | $3.07M | 0.01% | +33,249+10.3% | Added |
| Invesco Ltd. | 351,982 | $3.03M | 0.00% | +4,693+1.4% | Added |
| Integrated Wealth Concepts LLC | 250,207 | $2.15M | 0.06% | +22,190+9.7% | Added |
| Stifel Financial Corp | 232,623 | $2.00M | 0.00% | −22,273−8.7% | Reduced |
| Roberts Glore & Co Inc | 231,321 | $1.99M | 0.69% | −22,055−8.7% | Reduced |
| Fiera Capital Corp | 185,276 | $1.60M | 0.00% | +9,992+5.7% | Added |
| Wolverine Asset Management LLC | 138,262 | $1.19M | 0.02% | +138,262 | New |
| Wakefield Asset Management LLLP | 98,290 | $846.3K | 0.36% | −166,353−62.9% | Reduced |
| Janney Montgomery Scott LLC | 95,350 | $821.0K | 0.00% | +225+0.2% | Added |
| Rock Point Advisors, LLC | 84,093 | $724.0K | 0.25% | +10,662+14.5% | Added |
| Wells Fargo & Company | 82,738 | $712.4K | 0.00% | −3,746−4.3% | Reduced |
| Dakota Wealth Management | 82,595 | $711.1K | 0.05% | +20,944+34.0% | Added |
| Coastal Investment Advisors, Inc. | 73,632 | $634.0K | 0.16% | −3,930−5.1% | Reduced |
| Guggenheim Capital LLC | 60,210 | $518.4K | 0.00% | +28,123+87.6% | Added |
| Logan Stone Capital, LLC | 51,326 | $441.9K | 0.17% | −8,300−13.9% | Reduced |
| Rivernorth Capital Management, LLC | 49,695 | $427.9K | 0.02% | +49,695 | New |
| UBS Group AG | 47,324 | $407.5K | 0.00% | −3,306−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 41,369 | $356.2K | 0.04% | −18,947−31.4% | Reduced |
| Grace & White Inc | 38,589 | $332.3K | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 36,378 | $313.0K | 0.01% | −2,446,540−98.5% | Reduced |
| PenderFund Capital Management Ltd. | 21,588 | $252.0K | 0.08% | +897+4.3% | Added |
| HighTower Advisors, LLC | 28,166 | $235.0K | 0.00% | +28,166 | New |
| Thomas J. Herzfeld Advisors, Inc. | 26,716 | $230.0K | 0.09% | +233+0.9% | Added |
| Mariner Investment Group LLC | 26,169 | $225.0K | 0.68% | −25,381−49.2% | Reduced |
| Oppenheimer & Co Inc | 26,000 | $223.9K | 0.01% | +1,000+4.0% | Added |
| CSS LLC | 22,044 | $189.8K | 0.01% | +218+1.0% | Added |
| Qube Research & Technologies Ltd | 21,441 | $184.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,064 | $180.3K | 0.00% | +5,892+38.8% | Added |
| Susquehanna International Group, LLP | 18,210 | $156.8K | 0.00% | +18,210 | New |
| Peapack Gladstone Financial Corp | 18,127 | $156.0K | 0.00% | −822−4.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,818 | $153.4K | 0.02% | −31,580−63.9% | Reduced |
| Landscape Capital Management, L.L.C. | 17,697 | $152.4K | 0.02% | +17,697 | New |
| Raymond James & Associates | 17,604 | $151.6K | 0.00% | −2,244−11.3% | Reduced |
| Elequin Capital LP | 14,267 | $122.8K | 0.03% | +14,267 | New |
| Jane Street Group, LLC | 13,615 | $117.2K | 0.00% | +13,615 | New |
| Melfa Wealth Management, LLC | 12,298 | $105.9K | 0.11% | +12,298 | New |
| Royal Bank of Canada | 11,345 | $98.0K | 0.00% | −1,006−8.1% | Reduced |
| Smith, Moore & Co. | 11,372 | $97.9K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 10,000 | $86.1K | 0.01% | +10,000 | New |
| Clean Yield Group | 7,000 | $60.3K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,832 | $41.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,595 | $22.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,500 | $21.5K | 0.00% | +2,500 | New |
| Almitas Capital LLC | 2,331 | $20.1K | 0.01% | +2,331 | New |
| Coppell Advisory Solutions LLC | 1,933 | $16.6K | 0.01% | +1,933 | New |
| Coppell Advisory Solutions Corp. | 1,933 | $16.6K | 0.01% | +1,933 | New |
| CWM, LLC | 1,830 | $16.0K | 0.00% | +1,830 | New |
| Accel Wealth Management | 1,760 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,690 | $14.5K | 0.01% | +68+4.2% | Added |
| PFS Partners, LLC | 896 | $7.71K | 0.01% | +23+2.6% | Added |
| JPMorgan Chase & Co | 850 | $7.00K | 0.00% | +850 | New |
| Bessemer Group Inc | 566 | $5.00K | 0.00% | +566 | New |
| Washington Trust Advisors, Inc. | 500 | $4.30K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $189 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | – | – | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −10,256−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |