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, Q3 2024
Institutional positions in Western Asset Inflation-Linked Income Fund as of Sep 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
- 50
- +1 vs. Q2 2024
- Shares held
- 11.2M
- +245.8K (+2.2%) vs. Q2 2024
- Total value
- $95.9M
- +$8.02M (+9.1%) vs. Q2 2024
- New holders
- 5
- 14 more added
- Sold out
- 4
- 17 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,649,348 | $65.4M | 1.82% | +294,088+4.0% | Added |
| Baird Financial Group, Inc. | 448,033 | $3.83M | 0.01% | −2,894−0.6% | Reduced |
| Bank of America Corp | 323,113 | $2.76M | 0.00% | −42,480−11.6% | Reduced |
| Morgan Stanley | 278,387 | $2.38M | 0.00% | −28,815−9.4% | Reduced |
| Fiera Capital Corp | 242,412 | $2.07M | 0.01% | +54,360+28.9% | Added |
| Integrated Wealth Concepts LLC | 225,149 | $1.93M | 0.02% | −5,270−2.3% | Reduced |
| Stifel Financial Corp | 207,322 | $1.77M | 0.00% | −15,393−6.9% | Reduced |
| RHS Financial, LLC | 166,672 | $1.43M | 0.72% | −767−0.5% | Reduced |
| Almitas Capital LLC | 159,057 | $1.36M | 0.48% | +40,341+34.0% | Added |
| Roberts Glore & Co Inc | 149,257 | $1.28M | 0.37% | −43,060−22.4% | Reduced |
| Guggenheim Capital LLC | 138,950 | $1.19M | 0.01% | +54,932+65.4% | Added |
| Dakota Wealth Management | 106,468 | $910.3K | 0.02% | +850+0.8% | Added |
| Wakefield Asset Management LLLP | 102,199 | $873.8K | 0.28% | +6,072+6.3% | Added |
| PenderFund Capital Management Ltd. | 61,666 | $713.1K | 0.16% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 75,010 | $641.3K | 0.01% | −71,506−48.8% | Reduced |
| UBS Group AG | 74,959 | $640.9K | 0.00% | −1,531−2.0% | Reduced |
| Wells Fargo & Company | 73,394 | $627.5K | 0.00% | −13,771−15.8% | Reduced |
| Rock Point Advisors, LLC | 73,126 | $625.2K | 0.17% | −2,568−3.4% | Reduced |
| Landscape Capital Management, L.L.C. | 53,284 | $455.6K | 0.05% | −7,474−12.3% | Reduced |
| Matisse Capital | 53,254 | $455.3K | 0.22% | +12,431+30.5% | Added |
| Quadcap Wealth Management, LLC | 44,345 | $379.1K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39,544 | $338.1K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 38,781 | $332.0K | 0.00% | +9,081+30.6% | Added |
| Grace & White Inc | 38,589 | $329.9K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 34,659 | $296.3K | 0.02% | +34,659 | New |
| Capstone Investment Advisors, LLC | 33,548 | $286.8K | 0.01% | +33,548 | New |
| Aviance Capital Partners, LLC | 32,022 | $273.8K | 0.04% | −8,167−20.3% | Reduced |
| Raymond James & Associates | 29,798 | $254.8K | 0.00% | −1,348−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 27,048 | $231.3K | 0.00% | +8,959+49.5% | Added |
| HighTower Advisors, LLC | 26,644 | $230.0K | 0.00% | +520+2.0% | Added |
| Uhlmann Price Securities, LLC | 25,958 | $221.9K | 0.18% | +25,958 | New |
| CSS LLC | 25,141 | $215.0K | 0.01% | +156+0.6% | Added |
| Alpine Global Management, LLC | 24,400 | $208.6K | 0.05% | +24,400 | New |
| Thomas J. Herzfeld Advisors, Inc. | 20,900 | $178.7K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,600 | $176.1K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 12,654 | $108.2K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $105.1K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $97.2K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,975 | $93.8K | 0.01% | −225−2.0% | Reduced |
| Royal Bank of Canada | 6,548 | $56.0K | 0.00% | +1,817+38.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,957 | $33.8K | 0.00% | +257+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,949 | $25.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 866 | $7.40K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 784 | $7.00K | 0.00% | +53+7.3% | Added |
| Comerica Bank | 360 | $3.08K | 0.00% | −4−1.1% | Reduced |
| PFS Partners, LLC | 314 | $2.69K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 55 | $469 | 0.00% | −177−76.3% | Reduced |
| CWM, LLC | 37 | $0 | 0.00% | +37 | New |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −60,571−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −49,787−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |