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