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