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, Q2 2025
Institutional positions in Western Asset Inflation-Linked Income Fund as of Jun 30, 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
- 45
- −4 vs. Q1 2025
- Shares held
- 11.7M
- +275.0K (+2.4%) vs. Q1 2025
- Total value
- $98.3M
- +$3.45M (+3.6%) vs. Q1 2025
- New holders
- 2
- 14 more added
- Sold out
- 6
- 17 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 8,077,278 | $67.8M | 2.19% | +271,923+3.5% | Added |
| Guggenheim Capital LLC | 527,399 | $4.43M | 0.04% | +99,574+23.3% | Added |
| Baird Financial Group, Inc. | 451,131 | $3.79M | 0.01% | −3,259−0.7% | Reduced |
| Fiera Capital Corp | 235,939 | $1.98M | 0.01% | −5,105−2.1% | Reduced |
| CF Capital LLC | 212,770 | $1.79M | 2.28% | −26,158−10.9% | Reduced |
| Integrated Wealth Concepts LLC | 193,054 | $1.62M | 0.02% | −3,365−1.7% | Reduced |
| RHS Financial, LLC | 183,706 | $1.54M | 0.88% | +5,566+3.1% | Added |
| Stifel Financial Corp | 173,842 | $1.46M | 0.00% | −5,249−2.9% | Reduced |
| Morgan Stanley | 167,276 | $1.41M | 0.00% | −47,413−22.1% | Reduced |
| Almitas Capital LLC | 151,642 | $1.27M | 0.32% | −7,415−4.7% | Reduced |
| Roberts Glore & Co Inc | 123,712 | $1.04M | 0.30% | −12,261−9.0% | Reduced |
| Dakota Wealth Management | 110,043 | $924.4K | 0.02% | +3,575+3.4% | Added |
| Wakefield Asset Management LLLP | 107,848 | $905.9K | 0.25% | +703+0.7% | Added |
| Bank of America Corp | 98,676 | $828.9K | 0.00% | −7,096−6.7% | Reduced |
| Wells Fargo & Company | 95,307 | $800.6K | 0.00% | +4,497+5.0% | Added |
| PenderFund Capital Management Ltd. | 75,932 | $637.8K | 0.15% | +16,600+28.0% | Added |
| UBS Group AG | 74,919 | $629.3K | 0.00% | +395+0.5% | Added |
| Aviance Capital Partners, LLC | 62,962 | $528.9K | 0.07% | +8,198+15.0% | Added |
| Rock Point Advisors, LLC | 59,580 | $500.5K | 0.14% | +221+0.4% | Added |
| Matisse Capital | 53,254 | $447.3K | 0.21% | 00.0% | Unchanged |
| Grace & White Inc | 46,694 | $392.2K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 41,845 | $351.5K | 0.04% | −2,500−5.6% | Reduced |
| Creative Financial Designs Inc | 38,573 | $324.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 36,429 | $306.0K | 0.00% | −30.0% | Reduced |
| Capstone Investment Advisors, LLC | 33,548 | $281.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,819 | $275.7K | 0.00% | +2,058+6.7% | Added |
| Mezzasalma Advisors, LLC | 32,499 | $273.0K | 0.08% | +604+1.9% | Added |
| Advisor Group Holdings, Inc. | 24,629 | $206.9K | 0.00% | −713−2.8% | Reduced |
| PFG Investments, LLC | 24,000 | $201.6K | 0.01% | +24,000 | New |
| Oppenheimer & Co Inc | 23,821 | $200.1K | 0.00% | +48+0.2% | Added |
| Rivernorth Capital Management, LLC | 22,000 | $184.8K | 0.01% | +22,000 | New |
| Nations Financial Group Inc, | 18,736 | $157.4K | 0.01% | −1,499−7.4% | Reduced |
| HighTower Advisors, LLC | 16,778 | $140.9K | 0.00% | −363−2.1% | Reduced |
| Uhlmann Price Securities, LLC | 16,386 | $137.6K | 0.10% | −2,407−12.8% | Reduced |
| Melfa Wealth Management, LLC | 12,298 | $103.3K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $95.5K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,056 | $84.5K | 0.01% | −11,929−54.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,200 | $43.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,586 | $39.0K | 0.00% | −11,050−70.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,949 | $24.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $22.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 866 | $7.27K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 537 | $4.51K | 0.00% | +201+59.8% | Added |
| CWM, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,907−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |