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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 232 | $1.86K | 0.00% | +232 | New |
| PFS Partners, LLC | 314 | $2.52K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 364 | $2.92K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 428 | $3.43K | 0.00% | +8+1.9% | Added |
| Geneos Wealth Management Inc. | 434 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 731 | $6.00K | 0.00% | +36+5.2% | Added |
| Fortis Group Advisors, LLC | 866 | $6.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $21.6K | 0.00% | −181−6.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,949 | $23.6K | 0.00% | +152+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,700 | $29.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,731 | $38.0K | 0.00% | −8,271−63.6% | Reduced |
| Transcend Wealth Collective, LLC | 11,200 | $89.7K | 0.01% | −6,760−37.6% | Reduced |
| Smith, Moore & Co. | 11,372 | $91.1K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $98.5K | 0.07% | 00.0% | Unchanged |
| Arnhold LLC | 12,654 | $101.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,089 | $144.9K | 0.00% | +626+3.6% | Added |
| Oppenheimer & Co Inc | 20,600 | $165.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $167.4K | 0.06% | 00.0% | Unchanged |
| CSS LLC | 24,985 | $200.1K | 0.01% | −8,437−25.2% | Reduced |
| HighTower Advisors, LLC | 26,124 | $206.0K | 0.00% | +320+1.2% | Added |
| Janney Montgomery Scott LLC | 29,700 | $238.0K | 0.00% | −26,300−47.0% | Reduced |
| Raymond James & Associates | 31,146 | $249.5K | 0.00% | +20,962+205.8% | Added |
| Grace & White Inc | 38,589 | $309.1K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39,544 | $316.7K | 0.03% | −917−2.3% | Reduced |
| Aviance Capital Partners, LLC | 40,189 | $321.9K | 0.05% | +2,054+5.4% | Added |
| Matisse Capital | 40,823 | $327.0K | 0.16% | +2,820+7.4% | Added |
| Quadcap Wealth Management, LLC | 44,345 | $355.2K | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 49,787 | $398.8K | 0.08% | −7,940−13.8% | Reduced |
| Atlas Wealth LLC | 60,571 | $485.8K | 0.08% | +60,571 | New |
| Landscape Capital Management, L.L.C. | 60,758 | $486.7K | 0.04% | +5,608+10.2% | Added |
| Rock Point Advisors, LLC | 75,694 | $606.3K | 0.18% | −386−0.5% | Reduced |
| UBS Group AG | 76,490 | $612.7K | 0.00% | +16,006+26.5% | Added |
| Guggenheim Capital LLC | 84,018 | $673.0K | 0.00% | −23,767−22.1% | Reduced |
| PenderFund Capital Management Ltd. | 61,666 | $675.7K | 0.19% | +10,000+19.4% | Added |
| Wells Fargo & Company | 87,165 | $698.2K | 0.00% | +7,603+9.6% | Added |
| Wakefield Asset Management LLLP | 96,127 | $770.0K | 0.27% | +1,092+1.1% | Added |
| Dakota Wealth Management | 105,618 | $846.0K | 0.02% | +400+0.4% | Added |
| Almitas Capital LLC | 118,716 | $950.9K | 0.40% | +118,716 | New |
| Wolverine Asset Management LLC | 146,516 | $1.17M | 0.02% | +21,903+17.6% | Added |
| RHS Financial, LLC | 167,439 | $1.34M | 0.82% | +3,462+2.1% | Added |
| Fiera Capital Corp | 188,052 | $1.51M | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 192,317 | $1.54M | 0.46% | −25,750−11.8% | Reduced |
| Stifel Financial Corp | 222,715 | $1.78M | 0.00% | +6,356+2.9% | Added |
| Integrated Wealth Concepts LLC | 230,419 | $1.85M | 0.03% | −12,379−5.1% | Reduced |
| Morgan Stanley | 307,202 | $2.46M | 0.00% | −3,647−1.2% | Reduced |
| Bank of America Corp | 365,593 | $2.93M | 0.00% | −16,850−4.4% | Reduced |
| Baird Financial Group, Inc. | 450,927 | $3.61M | 0.01% | +4,399+1.0% | Added |
| Karpus Management, Inc. | 7,355,260 | $58.9M | 1.66% | +74,848+1.0% | Added |
| 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 |