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, Q2 2024
Institutional positions in Western Asset Inflation-Linked Income Fund as of Jun 30, 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
- 49
- 0 vs. Q1 2024
- Shares held
- 10.9M
- +149.7K (+1.4%) vs. Q1 2024
- Total value
- $87.8M
- −$191.3K (−0.2%) vs. Q1 2024
- New holders
- 3
- 19 more added
- Sold out
- 3
- 13 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,355,260 | $58.9M | 1.66% | +74,848+1.0% | Added |
| Baird Financial Group, Inc. | 450,927 | $3.61M | 0.01% | +4,399+1.0% | Added |
| Bank of America Corp | 365,593 | $2.93M | 0.00% | −16,850−4.4% | Reduced |
| Morgan Stanley | 307,202 | $2.46M | 0.00% | −3,647−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 230,419 | $1.85M | 0.03% | −12,379−5.1% | Reduced |
| Stifel Financial Corp | 222,715 | $1.78M | 0.00% | +6,356+2.9% | Added |
| Roberts Glore & Co Inc | 192,317 | $1.54M | 0.46% | −25,750−11.8% | Reduced |
| Fiera Capital Corp | 188,052 | $1.51M | 0.00% | 00.0% | Unchanged |
| RHS Financial, LLC | 167,439 | $1.34M | 0.82% | +3,462+2.1% | Added |
| Wolverine Asset Management LLC | 146,516 | $1.17M | 0.02% | +21,903+17.6% | Added |
| Almitas Capital LLC | 118,716 | $950.9K | 0.40% | +118,716 | New |
| Dakota Wealth Management | 105,618 | $846.0K | 0.02% | +400+0.4% | Added |
| Wakefield Asset Management LLLP | 96,127 | $770.0K | 0.27% | +1,092+1.1% | Added |
| Wells Fargo & Company | 87,165 | $698.2K | 0.00% | +7,603+9.6% | Added |
| PenderFund Capital Management Ltd. | 61,666 | $675.7K | 0.19% | +10,000+19.4% | Added |
| Guggenheim Capital LLC | 84,018 | $673.0K | 0.00% | −23,767−22.1% | Reduced |
| UBS Group AG | 76,490 | $612.7K | 0.00% | +16,006+26.5% | Added |
| Rock Point Advisors, LLC | 75,694 | $606.3K | 0.18% | −386−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 60,758 | $486.7K | 0.04% | +5,608+10.2% | Added |
| Atlas Wealth LLC | 60,571 | $485.8K | 0.08% | +60,571 | New |
| Coastal Investment Advisors, Inc. | 49,787 | $398.8K | 0.08% | −7,940−13.8% | Reduced |
| Quadcap Wealth Management, LLC | 44,345 | $355.2K | 0.06% | 00.0% | Unchanged |
| Matisse Capital | 40,823 | $327.0K | 0.16% | +2,820+7.4% | Added |
| Aviance Capital Partners, LLC | 40,189 | $321.9K | 0.05% | +2,054+5.4% | Added |
| Creative Financial Designs Inc | 39,544 | $316.7K | 0.03% | −917−2.3% | Reduced |
| Grace & White Inc | 38,589 | $309.1K | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 31,146 | $249.5K | 0.00% | +20,962+205.8% | Added |
| Janney Montgomery Scott LLC | 29,700 | $238.0K | 0.00% | −26,300−47.0% | Reduced |
| HighTower Advisors, LLC | 26,124 | $206.0K | 0.00% | +320+1.2% | Added |
| CSS LLC | 24,985 | $200.1K | 0.01% | −8,437−25.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $167.4K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $165.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,089 | $144.9K | 0.00% | +626+3.6% | Added |
| Arnhold LLC | 12,654 | $101.4K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $98.5K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $91.1K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,200 | $89.7K | 0.01% | −6,760−37.6% | Reduced |
| Royal Bank of Canada | 4,731 | $38.0K | 0.00% | −8,271−63.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,700 | $29.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,949 | $23.6K | 0.00% | +152+5.4% | Added |
| Blue Bell Private Wealth Management, LLC | 2,695 | $21.6K | 0.00% | −181−6.3% | Reduced |
| Rothschild Investment LLC | 2,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 866 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 731 | $6.00K | 0.00% | +36+5.2% | Added |
| Geneos Wealth Management Inc. | 434 | $3.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 428 | $3.43K | 0.00% | +8+1.9% | Added |
| Comerica Bank | 364 | $2.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 314 | $2.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 232 | $1.86K | 0.00% | +232 | New |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −47,150−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −10,963−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −8,776−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |