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, Q1 2025
Institutional positions in Western Asset Inflation-Linked Income Fund as of Mar 31, 2025. 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
- −1 vs. Q4 2024
- Shares held
- 11.4M
- +201.8K (+1.8%) vs. Q4 2024
- Total value
- $94.8M
- +$4.83M (+5.4%) vs. Q4 2024
- New holders
- 5
- 14 more added
- Sold out
- 6
- 14 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,805,355 | $65.1M | 2.11% | +62,285+0.8% | Added |
| Baird Financial Group, Inc. | 454,390 | $3.79M | 0.01% | +9,076+2.0% | Added |
| Guggenheim Capital LLC | 427,825 | $3.57M | 0.03% | +146,644+52.2% | Added |
| Fiera Capital Corp | 241,044 | $2.01M | 0.01% | 00.0% | Unchanged |
| CF Capital LLC | 238,928 | $1.97M | 2.01% | +18,928+8.6% | Added |
| Morgan Stanley | 214,689 | $1.79M | 0.00% | −19,731−8.4% | Reduced |
| Integrated Wealth Concepts LLC | 196,419 | $1.64M | 0.02% | −3,257−1.6% | Reduced |
| Stifel Financial Corp | 179,091 | $1.49M | 0.00% | +1,464+0.8% | Added |
| RHS Financial, LLC | 178,140 | $1.49M | 0.83% | +1,979+1.1% | Added |
| Almitas Capital LLC | 159,057 | $1.33M | 0.44% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 135,973 | $1.14M | 0.35% | −4,700−3.3% | Reduced |
| Wakefield Asset Management LLLP | 107,145 | $894.1K | 0.27% | −323−0.3% | Reduced |
| Dakota Wealth Management | 106,468 | $888.5K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 105,772 | $882.7K | 0.00% | −17,666−14.3% | Reduced |
| Wells Fargo & Company | 90,810 | $757.8K | 0.00% | +5,997+7.1% | Added |
| UBS Group AG | 74,524 | $621.9K | 0.00% | +633+0.9% | Added |
| Rock Point Advisors, LLC | 59,359 | $495.4K | 0.15% | −1,000−1.7% | Reduced |
| Aviance Capital Partners, LLC | 54,764 | $457.0K | 0.06% | +8,368+18.0% | Added |
| Matisse Capital | 53,254 | $444.4K | 0.23% | 00.0% | Unchanged |
| Grace & White Inc | 46,694 | $389.7K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 44,345 | $370.1K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38,573 | $321.9K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 36,432 | $304.0K | 0.00% | +5,952+19.5% | Added |
| Capstone Investment Advisors, LLC | 33,548 | $280.0K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 31,895 | $266.2K | 0.09% | +581+1.9% | Added |
| LPL Financial LLC | 30,761 | $256.7K | 0.00% | +30,761 | New |
| Advisor Group Holdings, Inc. | 25,342 | $211.6K | 0.00% | −20−0.1% | Reduced |
| Oppenheimer & Co Inc | 23,773 | $198.4K | 0.00% | +3,173+15.4% | Added |
| Landscape Capital Management, L.L.C. | 21,985 | $183.5K | 0.02% | −6,296−22.3% | Reduced |
| Nations Financial Group Inc, | 20,235 | $168.9K | 0.01% | −4,916−19.5% | Reduced |
| Transcend Wealth Collective, LLC | 19,150 | $159.8K | 0.01% | +19,150 | New |
| Uhlmann Price Securities, LLC | 18,793 | $156.8K | 0.12% | +340+1.8% | Added |
| HighTower Advisors, LLC | 17,141 | $143.0K | 0.00% | −5,924−25.7% | Reduced |
| Royal Bank of Canada | 15,636 | $130.0K | 0.00% | +1,756+12.7% | Added |
| CSS LLC | 13,072 | $109.1K | 0.01% | −7,500−36.5% | Reduced |
| Melfa Wealth Management, LLC | 12,298 | $102.6K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $94.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,200 | $43.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,196 | $26.7K | 0.00% | +3,196 | New |
| Northwestern Mutual Wealth Management Co | 2,949 | $24.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $22.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,907 | $15.9K | 0.00% | +1,907 | New |
| Fortis Group Advisors, LLC | 866 | $7.23K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 336 | $2.80K | 0.00% | −23−6.4% | Reduced |
| Geneos Wealth Management Inc. | 67 | $559 | 0.00% | +67 | New |
| PenderFund Capital Management Ltd. | 59,332 | $277 | 0.00% | −2,334−3.8% | Reduced |
| WPG Advisers, LLC | 29 | $242 | 0.00% | −23−44.2% | Reduced |
| CWM, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −31,781−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |