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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 22 | $190 | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 128 | $1.00K | 0.00% | −21,460−99.4% | Reduced |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 500 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 560 | $5.00K | 0.00% | −6−1.1% | Reduced |
| PFS Partners, LLC | 913 | $7.90K | 0.01% | +17+1.9% | Added |
| JPMorgan Chase & Co | 1,465 | $13.0K | 0.00% | +615+72.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,600 | $13.8K | 0.00% | +1,600 | New |
| Rise Advisors, LLC | 1,739 | $15.0K | 0.01% | +49+2.9% | Added |
| Accel Wealth Management | 1,760 | $15.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,595 | $22.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,376 | $37.9K | 0.01% | −456−9.4% | Reduced |
| Clean Yield Group | 7,000 | $60.5K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 9,753 | $84.4K | 0.06% | −4,514−31.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,076 | $95.8K | 0.01% | −6,742−37.8% | Reduced |
| Transform Wealth, LLC | 11,200 | $96.9K | 0.01% | +11,200 | New |
| Smith, Moore & Co. | 11,372 | $98.4K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $106.4K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,830 | $111.0K | 0.00% | +1,485+13.1% | Added |
| Raymond James & Associates | 16,284 | $140.9K | 0.00% | −1,320−7.5% | Reduced |
| Peapack Gladstone Financial Corp | 18,127 | $157.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19,608 | $169.6K | 0.02% | +19,608 | New |
| Advisor Group Holdings, Inc. | 19,752 | $170.9K | 0.00% | −1,312−6.2% | Reduced |
| Oppenheimer & Co Inc | 20,600 | $178.2K | 0.00% | −5,400−20.8% | Reduced |
| Qube Research & Technologies Ltd | 21,441 | $185.5K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 22,292 | $192.8K | 0.01% | +248+1.1% | Added |
| HighTower Advisors, LLC | 26,852 | $223.0K | 0.00% | −1,314−4.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 26,885 | $232.6K | 0.09% | +169+0.6% | Added |
| Sit Investment Associates Inc | 36,378 | $315.0K | 0.01% | 00.0% | Unchanged |
| Grace & White Inc | 38,589 | $333.8K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 41,654 | $360.3K | 0.04% | +285+0.7% | Added |
| Wells Fargo & Company | 45,495 | $393.5K | 0.00% | −37,243−45.0% | Reduced |
| UBS Group AG | 53,756 | $465.0K | 0.00% | +6,432+13.6% | Added |
| Wakefield Asset Management LLLP | 73,910 | $639.3K | 0.27% | −24,380−24.8% | Reduced |
| Coastal Investment Advisors, Inc. | 76,333 | $660.3K | 0.16% | +2,701+3.7% | Added |
| Rock Point Advisors, LLC | 84,093 | $727.0K | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 84,168 | $728.1K | 0.01% | +23,958+39.8% | Added |
| Dakota Wealth Management | 84,820 | $733.7K | 0.05% | +2,225+2.7% | Added |
| Janney Montgomery Scott LLC | 95,350 | $825.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 167,799 | $1.45M | 0.03% | +29,537+21.4% | Added |
| Fiera Capital Corp | 181,634 | $1.57M | 0.00% | −3,642−2.0% | Reduced |
| Roberts Glore & Co Inc | 201,325 | $1.74M | 0.58% | −29,996−13.0% | Reduced |
| Stifel Financial Corp | 221,109 | $1.91M | 0.00% | −11,514−4.9% | Reduced |
| Integrated Wealth Concepts LLC | 257,625 | $2.23M | 0.05% | +7,418+3.0% | Added |
| Invesco Ltd. | 338,265 | $2.93M | 0.00% | −13,717−3.9% | Reduced |
| Morgan Stanley | 350,826 | $3.03M | 0.00% | −39,691−10.2% | Reduced |
| Baird Financial Group, Inc. | 363,406 | $3.14M | 0.01% | +6,489+1.8% | Added |
| Bank of America Corp | 603,712 | $5.22M | 0.00% | +14,353+2.4% | Added |
| Karpus Management, Inc. | 6,132,994 | $53.1M | 1.66% | +220,564+3.7% | Added |
| 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 |