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, Q3 2023
Institutional positions in Western Asset Inflation-Linked Income Fund as of Sep 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
- 49
- −1 vs. Q2 2023
- Shares held
- 10.2M
- +200.8K (+2.0%) vs. Q2 2023
- Total value
- $80.2M
- −$2.68M (−3.2%) vs. Q2 2023
- New holders
- 7
- 14 more added
- Sold out
- 8
- 15 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 6,905,403 | $54.0M | 1.82% | +303,207+4.6% | Added |
| Baird Financial Group, Inc. | 419,570 | $3.28M | 0.01% | +37,979+10.0% | Added |
| Bank of America Corp | 411,011 | $3.21M | 0.00% | −238,224−36.7% | Reduced |
| Morgan Stanley | 378,810 | $2.96M | 0.00% | +53,702+16.5% | Added |
| Integrated Wealth Concepts LLC | 247,369 | $1.93M | 0.03% | −1,395−0.6% | Reduced |
| Stifel Financial Corp | 236,090 | $1.85M | 0.00% | +27,754+13.3% | Added |
| Fiera Capital Corp | 181,454 | $1.42M | 0.00% | −180−0.1% | Reduced |
| Roberts Glore & Co Inc | 177,783 | $1.39M | 0.46% | −29,680−14.3% | Reduced |
| Guggenheim Capital LLC | 147,657 | $1.15M | 0.01% | +34,099+30.0% | Added |
| Janney Montgomery Scott LLC | 99,350 | $777.0K | 0.00% | −1,000−1.0% | Reduced |
| Dakota Wealth Management | 96,118 | $751.6K | 0.03% | +8,098+9.2% | Added |
| Wakefield Asset Management LLLP | 88,361 | $691.0K | 0.31% | +6,051+7.4% | Added |
| RHS Financial, LLC | 87,454 | $683.9K | 0.48% | +87,454 | New |
| Rock Point Advisors, LLC | 77,783 | $608.3K | 0.21% | −4,560−5.5% | Reduced |
| Coastal Investment Advisors, Inc. | 72,160 | $596.0K | 0.14% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 74,836 | $585.2K | 0.01% | −68,792−47.9% | Reduced |
| PenderFund Capital Management Ltd. | 47,666 | $506.0K | 0.15% | +47,536+36,566.2% | Added |
| UBS Group AG | 45,730 | $357.6K | 0.00% | −8,291−15.3% | Reduced |
| Wells Fargo & Company | 44,702 | $349.6K | 0.00% | +1,212+2.8% | Added |
| Aviance Capital Partners, LLC | 41,747 | $326.5K | 0.07% | +41,747 | New |
| Creative Financial Designs Inc | 40,461 | $316.4K | 0.04% | +7,171+21.5% | Added |
| Grace & White Inc | 38,589 | $301.8K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 37,766 | $295.3K | 0.03% | +182+0.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 27,257 | $213.2K | 0.08% | +193+0.7% | Added |
| CSS LLC | 23,624 | $184.7K | 0.02% | +688+3.0% | Added |
| Advisor Group Holdings, Inc. | 22,980 | $179.7K | 0.00% | +5,245+29.6% | Added |
| Qube Research & Technologies Ltd | 21,441 | $167.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,099 | $165.0K | 0.00% | −13,945−39.8% | Reduced |
| Oppenheimer & Co Inc | 20,600 | $161.1K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 16,826 | $132.0K | 0.00% | −1,078−6.0% | Reduced |
| Ignite Planners, LLC | 13,430 | $102.7K | 0.03% | +13,430 | New |
| Arnhold LLC | 12,500 | $97.8K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $96.2K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,830 | $93.0K | 0.00% | −1,000−7.8% | Reduced |
| Sit Investment Associates Inc | 11,378 | $89.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $88.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,176 | $24.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,797 | $21.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,933 | $16.6K | 0.01% | −145−7.0% | Reduced |
| JPMorgan Chase & Co | 1,990 | $15.6K | 0.00% | +1,990 | New |
| Steward Partners Investment Advisory, LLC | 1,600 | $12.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,460 | $11.4K | 0.00% | −4,234−74.4% | Reduced |
| Fortis Group Advisors, LLC | 866 | $6.77K | 0.00% | +866 | New |
| Bessemer Group Inc | 512 | $4.00K | 0.00% | −245−32.4% | Reduced |
| Highlander Capital Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 500 | $3.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 434 | $3.39K | 0.00% | +434 | New |
| Comerica Bank | 376 | $2.94K | 0.00% | +376 | New |
| PFS Partners, LLC | 314 | $2.46K | 0.00% | −617−66.3% | Reduced |
| Clean Yield Group | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,261−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,359−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |