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, Q4 2024
Institutional positions in Western Asset Inflation-Linked Income Fund as of Dec 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
- +1 vs. Q3 2024
- Shares held
- 11.2M
- +59.8K (+0.5%) vs. Q3 2024
- Total value
- $90.0M
- −$5.63M (−5.9%) vs. Q3 2024
- New holders
- 5
- 10 more added
- Sold out
- 4
- 18 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,743,070 | $61.9M | 1.83% | +93,722+1.2% | Added |
| Baird Financial Group, Inc. | 445,314 | $3.56M | 0.01% | −2,719−0.6% | Reduced |
| Guggenheim Capital LLC | 281,181 | $2.25M | 0.02% | +142,231+102.4% | Added |
| Fiera Capital Corp | 241,044 | $1.93M | 0.01% | −1,368−0.6% | Reduced |
| Morgan Stanley | 234,420 | $1.88M | 0.00% | −43,967−15.8% | Reduced |
| CF Capital LLC | 220,000 | $1.76M | 1.90% | +220,000 | New |
| Integrated Wealth Concepts LLC | 199,676 | $1.60M | 0.02% | −25,473−11.3% | Reduced |
| Stifel Financial Corp | 177,627 | $1.42M | 0.00% | −29,695−14.3% | Reduced |
| RHS Financial, LLC | 176,161 | $1.41M | 0.73% | +9,489+5.7% | Added |
| Almitas Capital LLC | 159,057 | $1.27M | 0.28% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 140,673 | $1.13M | 0.33% | −8,584−5.8% | Reduced |
| Bank of America Corp | 123,438 | $987.5K | 0.00% | −199,675−61.8% | Reduced |
| Wakefield Asset Management LLLP | 107,468 | $859.7K | 0.29% | +5,269+5.2% | Added |
| Dakota Wealth Management | 106,468 | $851.7K | 0.02% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 61,666 | $709.1K | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 84,813 | $678.5K | 0.00% | +11,419+15.6% | Added |
| UBS Group AG | 73,891 | $591.1K | 0.00% | −1,068−1.4% | Reduced |
| Rock Point Advisors, LLC | 60,359 | $482.9K | 0.14% | −12,767−17.5% | Reduced |
| Matisse Capital | 53,254 | $426.0K | 0.22% | 00.0% | Unchanged |
| Grace & White Inc | 46,694 | $373.6K | 0.07% | +8,105+21.0% | Added |
| Aviance Capital Partners, LLC | 46,396 | $371.2K | 0.05% | +14,374+44.9% | Added |
| Quadcap Wealth Management, LLC | 44,345 | $354.8K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38,573 | $308.6K | 0.03% | −971−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 33,548 | $268.4K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 31,781 | $254.0K | 0.00% | −7,000−18.1% | Reduced |
| Mezzasalma Advisors, LLC | 31,314 | $250.5K | 0.08% | +31,314 | New |
| Raymond James Financial Inc | 30,480 | $243.8K | 0.00% | +30,480 | New |
| Landscape Capital Management, L.L.C. | 28,281 | $226.2K | 0.02% | −25,003−46.9% | Reduced |
| Advisor Group Holdings, Inc. | 25,362 | $202.9K | 0.00% | −1,686−6.2% | Reduced |
| Nations Financial Group Inc, | 25,151 | $201.2K | 0.01% | −9,508−27.4% | Reduced |
| HighTower Advisors, LLC | 23,065 | $184.5K | 0.00% | −3,579−13.4% | Reduced |
| Oppenheimer & Co Inc | 20,600 | $164.8K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 20,572 | $164.6K | 0.01% | −4,569−18.2% | Reduced |
| Uhlmann Price Securities, LLC | 18,453 | $147.6K | 0.11% | −7,505−28.9% | Reduced |
| Royal Bank of Canada | 13,880 | $111.0K | 0.00% | +7,332+112.0% | Added |
| Arnhold LLC | 12,654 | $101.2K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $98.4K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $91.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,200 | $41.6K | 0.00% | +1,243+31.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,949 | $23.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,182 | $9.46K | 0.00% | +1,182 | New |
| Fortis Group Advisors, LLC | 866 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 789 | $6.00K | 0.00% | +5+0.6% | Added |
| Comerica Bank | 359 | $2.87K | 0.00% | −1−0.3% | Reduced |
| PFS Partners, LLC | 314 | $2.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 55 | $438 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $416 | 0.00% | +52 | New |
| CWM, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,010−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −10,975−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |