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 2025
Institutional positions in Western Asset Inflation-Linked Income Fund as of Dec 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
- 50
- +2 vs. Q3 2025
- Shares held
- 11.6M
- +133.5K (+1.2%) vs. Q3 2025
- Total value
- $95.8M
- −$617.7K (−0.6%) vs. Q3 2025
- New holders
- 5
- 16 more added
- Sold out
- 3
- 16 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Inflation-Linked Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 8,143,596 | $67.3M | 2.07% | +296,660+3.8% | Added |
| Baird Financial Group, Inc. | 467,023 | $3.86M | 0.01% | +18,462+4.1% | Added |
| Guggenheim Capital LLC | 325,668 | $2.69M | 0.02% | −235,644−42.0% | Reduced |
| Wakefield Asset Management LLLP | 316,360 | $2.62M | 0.71% | +201,873+176.3% | Added |
| Private Advisor Group, LLC | 217,773 | $1.80M | 0.01% | +161,259+285.3% | Added |
| Morgan Stanley | 193,440 | $1.60M | 0.00% | +27,696+16.7% | Added |
| RHS Financial, LLC | 188,625 | $1.56M | 0.76% | +560.0% | Added |
| Integrated Wealth Concepts LLC | 183,101 | $1.51M | 0.02% | −5,712−3.0% | Reduced |
| Stifel Financial Corp | 176,621 | $1.46M | 0.00% | +261+0.1% | Added |
| Roberts Glore & Co Inc | 116,177 | $960.8K | 0.26% | −5,535−4.5% | Reduced |
| Wells Fargo & Company | 108,488 | $897.2K | 0.00% | −731−0.7% | Reduced |
| Dakota Wealth Management | 102,793 | $850.1K | 0.02% | +1,350+1.3% | Added |
| Bank of America Corp | 96,040 | $794.3K | 0.00% | −13,723−12.5% | Reduced |
| PenderFund Capital Management Ltd. | 96,300 | $793.5K | 0.13% | +7,200+8.1% | Added |
| Almitas Capital LLC | 72,863 | $602.6K | 0.13% | −22,916−23.9% | Reduced |
| Aviance Capital Partners, LLC | 68,300 | $564.8K | 0.07% | +2,084+3.1% | Added |
| UBS Group AG | 64,763 | $535.6K | 0.00% | −6,691−9.4% | Reduced |
| Rock Point Advisors, LLC | 58,968 | $487.7K | 0.12% | +3,583+6.5% | Added |
| Matisse Capital | 53,254 | $440.4K | 0.20% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 44,467 | $367.7K | 0.00% | +10,813+32.1% | Added |
| Grace & White Inc | 41,110 | $340.0K | 0.06% | −5,584−12.0% | Reduced |
| Creative Financial Designs Inc | 38,573 | $319.0K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 38,445 | $317.9K | 0.04% | −25−0.1% | Reduced |
| Raymond James Financial Inc | 35,929 | $297.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 34,960 | $289.1K | 0.00% | +1,631+4.9% | Added |
| Capstone Investment Advisors, LLC | 33,548 | $277.4K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 33,632 | $277.1K | 0.07% | +525+1.6% | Added |
| Robinson Capital Management, LLC | 31,111 | $257.3K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 22,350 | $184.8K | 0.01% | +6,000+36.7% | Added |
| Vestmark Advisory Solutions, Inc. | 22,350 | $184.8K | 0.00% | +22,350 | New |
| Oppenheimer & Co Inc | 21,821 | $180.5K | 0.00% | −2,000−8.4% | Reduced |
| Fiera Capital Corp | 20,107 | $166.3K | 0.00% | −218,007−91.6% | Reduced |
| Uhlmann Price Securities, LLC | 17,833 | $147.5K | 0.09% | −486−2.7% | Reduced |
| Nations Financial Group Inc, | 17,546 | $145.1K | 0.01% | −907−4.9% | Reduced |
| HighTower Advisors, LLC | 13,310 | $110.1K | 0.00% | −2,621−16.5% | Reduced |
| Melfa Wealth Management, LLC | 12,298 | $101.7K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,372 | $94.0K | 0.01% | 00.0% | Unchanged |
| CF Capital LLC | 10,892 | $90.1K | 0.04% | −88,950−89.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,306 | $85.2K | 0.00% | +10,306 | New |
| Envestnet Asset Management Inc | 10,306 | $85.2K | 0.00% | +10,306 | New |
| Steward Partners Investment Advisory, LLC | 5,200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,618 | $30.0K | 0.00% | +67+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,051 | $25.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,695 | $22.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 866 | $7.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.31K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 161 | $1.33K | 0.00% | −334−67.5% | Reduced |
| Flagship Harbor Advisors, LLC | 56 | $467 | 0.00% | +56 | New |
| Pinnacle Wealth Planning Services, Inc. | 55 | $455 | 0.00% | +55 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −18,606−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,680−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |