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