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