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 |
|---|---|---|---|---|---|
| CWM, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $416 | 0.00% | +52 | New |
| Coppell Advisory Solutions LLC | 55 | $438 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 314 | $2.51K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 359 | $2.87K | 0.00% | −1−0.3% | Reduced |
| Bessemer Group Inc | 789 | $6.00K | 0.00% | +5+0.6% | Added |
| Fortis Group Advisors, LLC | 866 | $6.93K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,182 | $9.46K | 0.00% | +1,182 | New |
| Rothschild Investment LLC | 2,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $21.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,949 | $23.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,200 | $41.6K | 0.00% | +1,243+31.4% | Added |
| Smith, Moore & Co. | 11,372 | $91.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,298 | $98.4K | 0.07% | 00.0% | Unchanged |
| Arnhold LLC | 12,654 | $101.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,880 | $111.0K | 0.00% | +7,332+112.0% | Added |
| Uhlmann Price Securities, LLC | 18,453 | $147.6K | 0.11% | −7,505−28.9% | Reduced |
| CSS LLC | 20,572 | $164.6K | 0.01% | −4,569−18.2% | Reduced |
| Oppenheimer & Co Inc | 20,600 | $164.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,065 | $184.5K | 0.00% | −3,579−13.4% | Reduced |
| Nations Financial Group Inc, | 25,151 | $201.2K | 0.01% | −9,508−27.4% | Reduced |
| Advisor Group Holdings, Inc. | 25,362 | $202.9K | 0.00% | −1,686−6.2% | Reduced |
| Landscape Capital Management, L.L.C. | 28,281 | $226.2K | 0.02% | −25,003−46.9% | Reduced |
| Raymond James Financial Inc | 30,480 | $243.8K | 0.00% | +30,480 | New |
| Mezzasalma Advisors, LLC | 31,314 | $250.5K | 0.08% | +31,314 | New |
| Janney Montgomery Scott LLC | 31,781 | $254.0K | 0.00% | −7,000−18.1% | Reduced |
| Capstone Investment Advisors, LLC | 33,548 | $268.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38,573 | $308.6K | 0.03% | −971−2.5% | Reduced |
| Quadcap Wealth Management, LLC | 44,345 | $354.8K | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 46,396 | $371.2K | 0.05% | +14,374+44.9% | Added |
| Grace & White Inc | 46,694 | $373.6K | 0.07% | +8,105+21.0% | Added |
| Matisse Capital | 53,254 | $426.0K | 0.22% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 60,359 | $482.9K | 0.14% | −12,767−17.5% | Reduced |
| UBS Group AG | 73,891 | $591.1K | 0.00% | −1,068−1.4% | Reduced |
| Wells Fargo & Company | 84,813 | $678.5K | 0.00% | +11,419+15.6% | Added |
| PenderFund Capital Management Ltd. | 61,666 | $709.1K | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 106,468 | $851.7K | 0.02% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 107,468 | $859.7K | 0.29% | +5,269+5.2% | Added |
| Bank of America Corp | 123,438 | $987.5K | 0.00% | −199,675−61.8% | Reduced |
| Roberts Glore & Co Inc | 140,673 | $1.13M | 0.33% | −8,584−5.8% | Reduced |
| Almitas Capital LLC | 159,057 | $1.27M | 0.28% | 00.0% | Unchanged |
| RHS Financial, LLC | 176,161 | $1.41M | 0.73% | +9,489+5.7% | Added |
| Stifel Financial Corp | 177,627 | $1.42M | 0.00% | −29,695−14.3% | Reduced |
| Integrated Wealth Concepts LLC | 199,676 | $1.60M | 0.02% | −25,473−11.3% | Reduced |
| CF Capital LLC | 220,000 | $1.76M | 1.90% | +220,000 | New |
| Morgan Stanley | 234,420 | $1.88M | 0.00% | −43,967−15.8% | Reduced |
| Fiera Capital Corp | 241,044 | $1.93M | 0.01% | −1,368−0.6% | Reduced |
| Guggenheim Capital LLC | 281,181 | $2.25M | 0.02% | +142,231+102.4% | Added |
| Baird Financial Group, Inc. | 445,314 | $3.56M | 0.01% | −2,719−0.6% | Reduced |
| Karpus Management, Inc. | 7,743,070 | $61.9M | 1.83% | +93,722+1.2% | Added |
| 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 |