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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 314 | $2.56K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 364 | $2.96K | 0.00% | +147+67.7% | Added |
| GWM Advisors LLC | 420 | $3.42K | 0.00% | +420 | New |
| Geneos Wealth Management Inc. | 434 | $3.53K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 695 | $6.00K | 0.00% | +171+32.6% | Added |
| Fortis Group Advisors, LLC | 866 | $7.05K | 0.00% | −866−50.0% | Reduced |
| Rothschild Investment LLC | 2,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,797 | $22.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,876 | $23.4K | 0.01% | −300−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,700 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 8,776 | $71.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,184 | $82.9K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,963 | $89.0K | 0.00% | −2,020−15.6% | Reduced |
| Smith, Moore & Co. | 11,372 | $92.6K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $100.1K | 0.07% | 00.0% | Unchanged |
| Arnhold LLC | 12,654 | $103.0K | 0.01% | +154+1.2% | Added |
| Royal Bank of Canada | 13,002 | $106.0K | 0.00% | −328−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 17,463 | $142.1K | 0.00% | +3,484+24.9% | Added |
| Transcend Wealth Collective, LLC | 17,960 | $146.2K | 0.01% | +2,400+15.4% | Added |
| Oppenheimer & Co Inc | 20,600 | $167.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $170.1K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,804 | $205.0K | 0.00% | +5,349+26.2% | Added |
| CSS LLC | 33,422 | $272.1K | 0.02% | −904−2.6% | Reduced |
| Matisse Capital | 38,003 | $309.3K | 0.15% | +38,003 | New |
| Aviance Capital Partners, LLC | 38,135 | $310.4K | 0.05% | −629−1.6% | Reduced |
| Grace & White Inc | 38,589 | $314.1K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40,461 | $329.4K | 0.03% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 44,345 | $361.0K | 0.08% | −2,050−4.4% | Reduced |
| Concorde Asset Management, LLC | 47,150 | $406.9K | 0.28% | +47,150 | New |
| Landscape Capital Management, L.L.C. | 55,150 | $448.9K | 0.04% | +5,332+10.7% | Added |
| Janney Montgomery Scott LLC | 56,000 | $456.0K | 0.00% | −800−1.4% | Reduced |
| Coastal Investment Advisors, Inc. | 57,727 | $469.9K | 0.10% | −9,277−13.8% | Reduced |
| UBS Group AG | 60,484 | $492.3K | 0.00% | +18,059+42.6% | Added |
| PenderFund Capital Management Ltd. | 51,666 | $569.0K | 0.16% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 76,080 | $619.3K | 0.18% | 00.0% | Unchanged |
| Wells Fargo & Company | 79,562 | $647.6K | 0.00% | +31,374+65.1% | Added |
| Wakefield Asset Management LLLP | 95,035 | $773.6K | 0.27% | +1,817+1.9% | Added |
| Dakota Wealth Management | 105,218 | $856.5K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 107,785 | $877.4K | 0.01% | −30,588−22.1% | Reduced |
| Wolverine Asset Management LLC | 124,613 | $1.01M | 0.02% | +60,612+94.7% | Added |
| RHS Financial, LLC | 163,977 | $1.33M | 0.78% | +3,963+2.5% | Added |
| Fiera Capital Corp | 188,052 | $1.53M | 0.00% | +6,598+3.6% | Added |
| Stifel Financial Corp | 216,359 | $1.76M | 0.00% | +22,662+11.7% | Added |
| Roberts Glore & Co Inc | 218,067 | $1.78M | 0.53% | +15,740+7.8% | Added |
| Integrated Wealth Concepts LLC | 242,798 | $1.98M | 0.03% | −7,880−3.1% | Reduced |
| Morgan Stanley | 310,849 | $2.53M | 0.00% | −22,170−6.7% | Reduced |
| Bank of America Corp | 382,443 | $3.11M | 0.00% | −6,613−1.7% | Reduced |
| Baird Financial Group, Inc. | 446,528 | $3.63M | 0.01% | +13,444+3.1% | Added |
| Karpus Management, Inc. | 7,280,412 | $59.3M | 1.71% | +135,330+1.9% | Added |
| 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 |