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