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