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, Q1 2023
Institutional positions in Western Asset Inflation-Linked Income Fund as of Mar 31, 2023. 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
- 49
- −10 vs. Q4 2022
- Shares held
- 9.82M
- −51.0K (−0.5%) vs. Q4 2022
- Total value
- $84.9M
- −$112.4K (−0.1%) vs. Q4 2022
- New holders
- 3
- 16 more added
- Sold out
- 13
- 16 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 6,132,994 | $53.1M | 1.66% | +220,564+3.7% | Added |
| Bank of America Corp | 603,712 | $5.22M | 0.00% | +14,353+2.4% | Added |
| Baird Financial Group, Inc. | 363,406 | $3.14M | 0.01% | +6,489+1.8% | Added |
| Morgan Stanley | 350,826 | $3.03M | 0.00% | −39,691−10.2% | Reduced |
| Invesco Ltd. | 338,265 | $2.93M | 0.00% | −13,717−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 257,625 | $2.23M | 0.05% | +7,418+3.0% | Added |
| Stifel Financial Corp | 221,109 | $1.91M | 0.00% | −11,514−4.9% | Reduced |
| Roberts Glore & Co Inc | 201,325 | $1.74M | 0.58% | −29,996−13.0% | Reduced |
| Fiera Capital Corp | 181,634 | $1.57M | 0.00% | −3,642−2.0% | Reduced |
| Wolverine Asset Management LLC | 167,799 | $1.45M | 0.03% | +29,537+21.4% | Added |
| Janney Montgomery Scott LLC | 95,350 | $825.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 84,820 | $733.7K | 0.05% | +2,225+2.7% | Added |
| Guggenheim Capital LLC | 84,168 | $728.1K | 0.01% | +23,958+39.8% | Added |
| Rock Point Advisors, LLC | 84,093 | $727.0K | 0.25% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 76,333 | $660.3K | 0.16% | +2,701+3.7% | Added |
| Wakefield Asset Management LLLP | 73,910 | $639.3K | 0.27% | −24,380−24.8% | Reduced |
| UBS Group AG | 53,756 | $465.0K | 0.00% | +6,432+13.6% | Added |
| Wells Fargo & Company | 45,495 | $393.5K | 0.00% | −37,243−45.0% | Reduced |
| Transcend Wealth Collective, LLC | 41,654 | $360.3K | 0.04% | +285+0.7% | Added |
| Grace & White Inc | 38,589 | $333.8K | 0.06% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 36,378 | $315.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 26,885 | $232.6K | 0.09% | +169+0.6% | Added |
| HighTower Advisors, LLC | 26,852 | $223.0K | 0.00% | −1,314−4.7% | Reduced |
| CSS LLC | 22,292 | $192.8K | 0.01% | +248+1.1% | Added |
| Qube Research & Technologies Ltd | 21,441 | $185.5K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $178.2K | 0.00% | −5,400−20.8% | Reduced |
| Advisor Group Holdings, Inc. | 19,752 | $170.9K | 0.00% | −1,312−6.2% | Reduced |
| Creative Financial Designs Inc | 19,608 | $169.6K | 0.02% | +19,608 | New |
| Peapack Gladstone Financial Corp | 18,127 | $157.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,284 | $140.9K | 0.00% | −1,320−7.5% | Reduced |
| Royal Bank of Canada | 12,830 | $111.0K | 0.00% | +1,485+13.1% | Added |
| Melfa Wealth Management, LLC | 12,298 | $106.4K | 0.11% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $98.4K | 0.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 11,200 | $96.9K | 0.01% | +11,200 | New |
| Pekin Hardy Strauss, Inc. | 11,076 | $95.8K | 0.01% | −6,742−37.8% | Reduced |
| Elequin Capital LP | 9,753 | $84.4K | 0.06% | −4,514−31.6% | Reduced |
| Clean Yield Group | 7,000 | $60.5K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,376 | $37.9K | 0.01% | −456−9.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,595 | $22.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,760 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,739 | $15.0K | 0.01% | +49+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,600 | $13.8K | 0.00% | +1,600 | New |
| JPMorgan Chase & Co | 1,465 | $13.0K | 0.00% | +615+72.4% | Added |
| PFS Partners, LLC | 913 | $7.90K | 0.01% | +17+1.9% | Added |
| Bessemer Group Inc | 560 | $5.00K | 0.00% | −6−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 500 | $4.33K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 128 | $1.00K | 0.00% | −21,460−99.4% | Reduced |
| EverSource Wealth Advisors, LLC | 22 | $190 | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −51,326−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −49,695−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −26,169−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,210−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,697−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,615−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |