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