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, Q4 2023
Institutional positions in Western Asset Inflation-Linked Income Fund as of Dec 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
- 55
- +6 vs. Q3 2023
- Shares held
- 10.6M
- +329.2K (+3.2%) vs. Q3 2023
- Total value
- $86.0M
- +$5.71M (+7.1%) vs. Q3 2023
- New holders
- 7
- 16 more added
- Sold out
- 1
- 18 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,145,082 | $58.0M | 1.77% | +239,679+3.5% | Added |
| Baird Financial Group, Inc. | 433,084 | $3.52M | 0.01% | +13,514+3.2% | Added |
| Bank of America Corp | 389,056 | $3.16M | 0.00% | −21,955−5.3% | Reduced |
| Morgan Stanley | 333,019 | $2.70M | 0.00% | −45,791−12.1% | Reduced |
| Integrated Wealth Concepts LLC | 250,678 | $2.04M | 0.03% | +3,309+1.3% | Added |
| Roberts Glore & Co Inc | 202,327 | $1.64M | 0.51% | +24,544+13.8% | Added |
| Stifel Financial Corp | 193,697 | $1.57M | 0.00% | −42,393−18.0% | Reduced |
| Fiera Capital Corp | 181,454 | $1.47M | 0.00% | 00.0% | Unchanged |
| RHS Financial, LLC | 160,014 | $1.30M | 0.82% | +72,560+83.0% | Added |
| Guggenheim Capital LLC | 138,373 | $1.12M | 0.01% | −9,284−6.3% | Reduced |
| Dakota Wealth Management | 105,218 | $854.4K | 0.03% | +9,100+9.5% | Added |
| Wakefield Asset Management LLLP | 93,218 | $756.9K | 0.28% | +4,857+5.5% | Added |
| Rock Point Advisors, LLC | 76,080 | $617.8K | 0.19% | −1,703−2.2% | Reduced |
| PenderFund Capital Management Ltd. | 51,666 | $555.9K | 0.18% | +4,000+8.4% | Added |
| Coastal Investment Advisors, Inc. | 67,004 | $544.1K | 0.12% | −5,156−7.1% | Reduced |
| Wolverine Asset Management LLC | 64,001 | $519.7K | 0.01% | −10,835−14.5% | Reduced |
| Janney Montgomery Scott LLC | 56,800 | $461.0K | 0.00% | −42,550−42.8% | Reduced |
| Landscape Capital Management, L.L.C. | 49,818 | $404.5K | 0.04% | +49,818 | New |
| Wells Fargo & Company | 48,188 | $391.3K | 0.00% | +3,486+7.8% | Added |
| Quadcap Wealth Management, LLC | 46,395 | $376.7K | 0.10% | +46,395 | New |
| UBS Group AG | 42,425 | $344.5K | 0.00% | −3,305−7.2% | Reduced |
| Creative Financial Designs Inc | 40,461 | $328.5K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 38,764 | $314.8K | 0.07% | −2,983−7.1% | Reduced |
| Grace & White Inc | 38,589 | $313.3K | 0.05% | 00.0% | Unchanged |
| Elequin Capital LP | 35,696 | $289.9K | 0.09% | +34,236+2,344.9% | Added |
| CSS LLC | 34,326 | $278.7K | 0.02% | +10,702+45.3% | Added |
| Qube Research & Technologies Ltd | 21,441 | $174.1K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $169.7K | 0.06% | −6,357−23.3% | Reduced |
| Oppenheimer & Co Inc | 20,600 | $167.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,455 | $163.0K | 0.00% | −644−3.1% | Reduced |
| Nomura Holdings Inc | 18,781 | $152.5K | 0.00% | +18,781 | New |
| Transcend Wealth Collective, LLC | 15,560 | $126.3K | 0.01% | −22,206−58.8% | Reduced |
| Advisor Group Holdings, Inc. | 13,979 | $113.5K | 0.00% | −9,001−39.2% | Reduced |
| Royal Bank of Canada | 13,330 | $108.0K | 0.00% | +1,500+12.7% | Added |
| Peapack Gladstone Financial Corp | 12,983 | $105.0K | 0.00% | −3,843−22.8% | Reduced |
| Arnhold LLC | 12,500 | $101.5K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $99.9K | 0.09% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 11,500 | $93.4K | 0.02% | +11,500 | New |
| Smith, Moore & Co. | 11,372 | $92.3K | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 10,379 | $84.3K | 0.03% | +10,379 | New |
| Raymond James & Associates | 10,184 | $82.7K | 0.00% | +10,184 | New |
| Sit Investment Associates Inc | 8,776 | $71.0K | 0.00% | −2,602−22.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,700 | $30.0K | 0.00% | +2,100+131.3% | Added |
| Blue Bell Private Wealth Management, LLC | 3,176 | $25.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,797 | $22.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,046 | $16.6K | 0.00% | +113+5.8% | Added |
| Rothschild Investment LLC | 2,000 | $16.2K | 0.00% | +2,000 | New |
| JPMorgan Chase & Co | 1,755 | $14.3K | 0.00% | −235−11.8% | Reduced |
| Fortis Group Advisors, LLC | 1,732 | $14.1K | 0.00% | +866+100.0% | Added |
| Highlander Capital Management, LLC | 500 | $4.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 500 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 524 | $4.00K | 0.00% | +12+2.3% | Added |
| Geneos Wealth Management Inc. | 434 | $3.52K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 314 | $2.55K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 217 | $1.76K | 0.00% | −159−42.3% | Reduced |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −13,430−100.0% | Sold out |