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, Q1 2024
Institutional positions in Western Asset Inflation-Linked Income Fund as of Mar 31, 2024. 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
- −4 vs. Q4 2023
- Shares held
- 10.8M
- +227.7K (+2.2%) vs. Q4 2023
- Total value
- $88.0M
- +$2.10M (+2.4%) vs. Q4 2023
- New holders
- 3
- 17 more added
- Sold out
- 7
- 13 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,280,412 | $59.3M | 1.71% | +135,330+1.9% | Added |
| Baird Financial Group, Inc. | 446,528 | $3.63M | 0.01% | +13,444+3.1% | Added |
| Bank of America Corp | 382,443 | $3.11M | 0.00% | −6,613−1.7% | Reduced |
| Morgan Stanley | 310,849 | $2.53M | 0.00% | −22,170−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 242,798 | $1.98M | 0.03% | −7,880−3.1% | Reduced |
| Roberts Glore & Co Inc | 218,067 | $1.78M | 0.53% | +15,740+7.8% | Added |
| Stifel Financial Corp | 216,359 | $1.76M | 0.00% | +22,662+11.7% | Added |
| Fiera Capital Corp | 188,052 | $1.53M | 0.00% | +6,598+3.6% | Added |
| RHS Financial, LLC | 163,977 | $1.33M | 0.78% | +3,963+2.5% | Added |
| Wolverine Asset Management LLC | 124,613 | $1.01M | 0.02% | +60,612+94.7% | Added |
| Guggenheim Capital LLC | 107,785 | $877.4K | 0.01% | −30,588−22.1% | Reduced |
| Dakota Wealth Management | 105,218 | $856.5K | 0.02% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 95,035 | $773.6K | 0.27% | +1,817+1.9% | Added |
| Wells Fargo & Company | 79,562 | $647.6K | 0.00% | +31,374+65.1% | Added |
| Rock Point Advisors, LLC | 76,080 | $619.3K | 0.18% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 51,666 | $569.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 60,484 | $492.3K | 0.00% | +18,059+42.6% | Added |
| Coastal Investment Advisors, Inc. | 57,727 | $469.9K | 0.10% | −9,277−13.8% | Reduced |
| Janney Montgomery Scott LLC | 56,000 | $456.0K | 0.00% | −800−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 55,150 | $448.9K | 0.04% | +5,332+10.7% | Added |
| Concorde Asset Management, LLC | 47,150 | $406.9K | 0.28% | +47,150 | New |
| Quadcap Wealth Management, LLC | 44,345 | $361.0K | 0.08% | −2,050−4.4% | Reduced |
| Creative Financial Designs Inc | 40,461 | $329.4K | 0.03% | 00.0% | Unchanged |
| Grace & White Inc | 38,589 | $314.1K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 38,135 | $310.4K | 0.05% | −629−1.6% | Reduced |
| Matisse Capital | 38,003 | $309.3K | 0.15% | +38,003 | New |
| CSS LLC | 33,422 | $272.1K | 0.02% | −904−2.6% | Reduced |
| HighTower Advisors, LLC | 25,804 | $205.0K | 0.00% | +5,349+26.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $170.1K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $167.7K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 17,960 | $146.2K | 0.01% | +2,400+15.4% | Added |
| Advisor Group Holdings, Inc. | 17,463 | $142.1K | 0.00% | +3,484+24.9% | Added |
| Royal Bank of Canada | 13,002 | $106.0K | 0.00% | −328−2.5% | Reduced |
| Arnhold LLC | 12,654 | $103.0K | 0.01% | +154+1.2% | Added |
| Melfa Wealth Management, LLC | 12,298 | $100.1K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $92.6K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,963 | $89.0K | 0.00% | −2,020−15.6% | Reduced |
| Raymond James & Associates | 10,184 | $82.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,776 | $71.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,700 | $30.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,876 | $23.4K | 0.01% | −300−9.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,797 | $22.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 866 | $7.05K | 0.00% | −866−50.0% | Reduced |
| Bessemer Group Inc | 695 | $6.00K | 0.00% | +171+32.6% | Added |
| Highlander Capital Management, LLC | 500 | $4.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 434 | $3.53K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 420 | $3.42K | 0.00% | +420 | New |
| Comerica Bank | 364 | $2.96K | 0.00% | +147+67.7% | Added |
| PFS Partners, LLC | 314 | $2.56K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 0 | $0 | 0.00% | −35,696−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,441−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,781−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |