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, Q2 2023
Institutional positions in Western Asset Inflation-Linked Income Fund as of Jun 30, 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
- 50
- +1 vs. Q1 2023
- Shares held
- 10.0M
- +223.4K (+2.3%) vs. Q1 2023
- Total value
- $82.9M
- −$1.97M (−2.3%) vs. Q1 2023
- New holders
- 6
- 17 more added
- Sold out
- 5
- 14 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 6,602,196 | $54.5M | 1.71% | +469,202+7.7% | Added |
| Bank of America Corp | 649,235 | $5.36M | 0.00% | +45,523+7.5% | Added |
| Baird Financial Group, Inc. | 381,591 | $3.15M | 0.01% | +18,185+5.0% | Added |
| Morgan Stanley | 325,108 | $2.69M | 0.00% | −25,718−7.3% | Reduced |
| Integrated Wealth Concepts LLC | 248,764 | $2.05M | 0.04% | −8,861−3.4% | Reduced |
| Stifel Financial Corp | 208,336 | $1.72M | 0.00% | −12,773−5.8% | Reduced |
| Roberts Glore & Co Inc | 207,463 | $1.71M | 0.55% | +6,138+3.0% | Added |
| Fiera Capital Corp | 181,634 | $1.50M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 143,628 | $1.19M | 0.02% | −24,171−14.4% | Reduced |
| Guggenheim Capital LLC | 113,558 | $938.0K | 0.01% | +29,390+34.9% | Added |
| Janney Montgomery Scott LLC | 100,350 | $829.0K | 0.00% | +5,000+5.2% | Added |
| Dakota Wealth Management | 88,020 | $727.0K | 0.03% | +3,200+3.8% | Added |
| Rock Point Advisors, LLC | 82,343 | $680.2K | 0.22% | −1,750−2.1% | Reduced |
| Wakefield Asset Management LLLP | 82,310 | $679.9K | 0.27% | +8,400+11.4% | Added |
| Coastal Investment Advisors, Inc. | 72,160 | $596.0K | 0.13% | −4,173−5.5% | Reduced |
| UBS Group AG | 54,021 | $446.2K | 0.00% | +265+0.5% | Added |
| Wells Fargo & Company | 43,490 | $359.2K | 0.00% | −2,005−4.4% | Reduced |
| Grace & White Inc | 38,589 | $318.7K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 37,584 | $310.4K | 0.03% | −4,070−9.8% | Reduced |
| HighTower Advisors, LLC | 35,044 | $291.0K | 0.00% | +8,192+30.5% | Added |
| Creative Financial Designs Inc | 33,290 | $275.0K | 0.03% | +13,682+69.8% | Added |
| HRT Financial LP | 33,261 | $274.0K | 0.00% | +33,261 | New |
| Thomas J. Herzfeld Advisors, Inc. | 27,064 | $223.6K | 0.09% | +179+0.7% | Added |
| CSS LLC | 22,936 | $189.5K | 0.01% | +644+2.9% | Added |
| Qube Research & Technologies Ltd | 21,441 | $177.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $170.2K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,904 | $148.0K | 0.00% | −223−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 17,735 | $146.5K | 0.00% | −2,017−10.2% | Reduced |
| Jane Street Group, LLC | 17,359 | $143.4K | 0.00% | +17,359 | New |
| Royal Bank of Canada | 12,830 | $106.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,600 | $104.1K | 0.00% | +12,600 | New |
| Arnhold LLC | 12,500 | $103.3K | 0.01% | +12,500 | New |
| Melfa Wealth Management, LLC | 12,298 | $101.6K | 0.10% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 11,964 | $98.8K | 0.01% | +11,964 | New |
| Raymond James & Associates | 11,809 | $97.5K | 0.00% | −4,475−27.5% | Reduced |
| Sit Investment Associates Inc | 11,378 | $94.0K | 0.00% | −25,000−68.7% | Reduced |
| Smith, Moore & Co. | 11,372 | $93.9K | 0.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 11,200 | $92.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 7,000 | $57.8K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 5,694 | $47.0K | 0.02% | −4,059−41.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,176 | $26.2K | 0.01% | −1,200−27.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,797 | $23.1K | 0.00% | +202+7.8% | Added |
| Coppell Advisory Solutions LLC | 2,078 | $17.3K | 0.01% | +2,078 | New |
| Steward Partners Investment Advisory, LLC | 1,600 | $13.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 931 | $7.69K | 0.01% | +18+2.0% | Added |
| Bessemer Group Inc | 757 | $6.00K | 0.00% | +197+35.2% | Added |
| Washington Trust Advisors, Inc. | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 130 | $1.00K | 0.00% | +2+1.6% | Added |
| EverSource Wealth Advisors, LLC | 22 | $182 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −338,265−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −11,076−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |