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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 22 | $189 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 500 | $4.30K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 566 | $5.00K | 0.00% | +566 | New |
| JPMorgan Chase & Co | 850 | $7.00K | 0.00% | +850 | New |
| PFS Partners, LLC | 896 | $7.71K | 0.01% | +23+2.6% | Added |
| Rise Advisors, LLC | 1,690 | $14.5K | 0.01% | +68+4.2% | Added |
| Accel Wealth Management | 1,760 | $15.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,830 | $16.0K | 0.00% | +1,830 | 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 |
| Almitas Capital LLC | 2,331 | $20.1K | 0.01% | +2,331 | New |
| First Manhattan Co | 2,500 | $21.5K | 0.00% | +2,500 | New |
| Northwestern Mutual Wealth Management Co | 2,595 | $22.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,832 | $41.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 7,000 | $60.3K | 0.03% | 00.0% | Unchanged |
| Arnhold LLC | 10,000 | $86.1K | 0.01% | +10,000 | New |
| Smith, Moore & Co. | 11,372 | $97.9K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,345 | $98.0K | 0.00% | −1,006−8.1% | Reduced |
| Melfa Wealth Management, LLC | 12,298 | $105.9K | 0.11% | +12,298 | New |
| Jane Street Group, LLC | 13,615 | $117.2K | 0.00% | +13,615 | New |
| Elequin Capital LP | 14,267 | $122.8K | 0.03% | +14,267 | New |
| Raymond James & Associates | 17,604 | $151.6K | 0.00% | −2,244−11.3% | Reduced |
| Landscape Capital Management, L.L.C. | 17,697 | $152.4K | 0.02% | +17,697 | New |
| Pekin Hardy Strauss, Inc. | 17,818 | $153.4K | 0.02% | −31,580−63.9% | Reduced |
| Peapack Gladstone Financial Corp | 18,127 | $156.0K | 0.00% | −822−4.3% | Reduced |
| Susquehanna International Group, LLP | 18,210 | $156.8K | 0.00% | +18,210 | New |
| Advisor Group Holdings, Inc. | 21,064 | $180.3K | 0.00% | +5,892+38.8% | Added |
| Qube Research & Technologies Ltd | 21,441 | $184.6K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 22,044 | $189.8K | 0.01% | +218+1.0% | Added |
| Oppenheimer & Co Inc | 26,000 | $223.9K | 0.01% | +1,000+4.0% | Added |
| Mariner Investment Group LLC | 26,169 | $225.0K | 0.68% | −25,381−49.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 26,716 | $230.0K | 0.09% | +233+0.9% | Added |
| HighTower Advisors, LLC | 28,166 | $235.0K | 0.00% | +28,166 | New |
| PenderFund Capital Management Ltd. | 21,588 | $252.0K | 0.08% | +897+4.3% | Added |
| Sit Investment Associates Inc | 36,378 | $313.0K | 0.01% | −2,446,540−98.5% | Reduced |
| Grace & White Inc | 38,589 | $332.3K | 0.07% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 41,369 | $356.2K | 0.04% | −18,947−31.4% | Reduced |
| UBS Group AG | 47,324 | $407.5K | 0.00% | −3,306−6.5% | Reduced |
| Rivernorth Capital Management, LLC | 49,695 | $427.9K | 0.02% | +49,695 | New |
| Logan Stone Capital, LLC | 51,326 | $441.9K | 0.17% | −8,300−13.9% | Reduced |
| Guggenheim Capital LLC | 60,210 | $518.4K | 0.00% | +28,123+87.6% | Added |
| Coastal Investment Advisors, Inc. | 73,632 | $634.0K | 0.16% | −3,930−5.1% | Reduced |
| Dakota Wealth Management | 82,595 | $711.1K | 0.05% | +20,944+34.0% | Added |
| Wells Fargo & Company | 82,738 | $712.4K | 0.00% | −3,746−4.3% | Reduced |
| Rock Point Advisors, LLC | 84,093 | $724.0K | 0.25% | +10,662+14.5% | Added |
| Janney Montgomery Scott LLC | 95,350 | $821.0K | 0.00% | +225+0.2% | Added |
| Wakefield Asset Management LLLP | 98,290 | $846.3K | 0.36% | −166,353−62.9% | Reduced |
| Wolverine Asset Management LLC | 138,262 | $1.19M | 0.02% | +138,262 | New |
| Fiera Capital Corp | 185,276 | $1.60M | 0.00% | +9,992+5.7% | Added |
| Roberts Glore & Co Inc | 231,321 | $1.99M | 0.69% | −22,055−8.7% | Reduced |
| Stifel Financial Corp | 232,623 | $2.00M | 0.00% | −22,273−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 250,207 | $2.15M | 0.06% | +22,190+9.7% | Added |
| Invesco Ltd. | 351,982 | $3.03M | 0.00% | +4,693+1.4% | Added |
| Baird Financial Group, Inc. | 356,917 | $3.07M | 0.01% | +33,249+10.3% | Added |
| Morgan Stanley | 390,517 | $3.36M | 0.00% | −234,590−37.5% | Reduced |
| Bank of America Corp | 589,359 | $5.07M | 0.00% | +30,371+5.4% | Added |
| Karpus Management, Inc. | 5,912,430 | $50.9M | 1.72% | +2,284,668+63.0% | Added |
| 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 |