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WIA

Western Asset Inflation-Linked Income Fund
$8.11 +0.02 (+0.25%) At close · Jul 2
Market Cap
$189.14M
Shares
23,322,256

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 52
Total Value: $94,176,963
Total Shares: 11,655,568

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 52 13F filers · Δ vs Dec 31, 2025
Top Holder
71.6%
Jun 2023 → Mar 2026 · range 65.9% – 71.6%
+1.3 pts
Top 5
83.0%
Jun 2023 → Mar 2026 · range 79.6% – 83.0%
+1.3 pts
Top 10
89.5%
Jun 2023 → Mar 2026 · range 87.7% – 90.5%
+0.4 pts
HHI
5,177
Jun 2023 → Mar 2026 · range 4,441 – 5,177
Highly concentrated+189

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
14
Decreased
17
Sold Out
6
Unchanged
13
Holder count: +2
Institutional value: -1.7%
Shares held: +0.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Karpus Management, Inc. +202,814 8,346,410
Small Wakefield Asset Management LLLP +46,630 362,990
Large Baird Financial Group, Inc. +18,541 485,564
Mid Private Advisor Group, LLC +18,012 235,785
Micro RHS Financial, LLC +12,440 201,065

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −101,477 91,963
Large GUGGENHEIM CAPITAL LLC −80,149 245,519
Mega UBS Group AG −21,114 43,649
Small ROBERTS GLORE & CO INC /IL/ −17,615 98,562
Small Almitas Capital LLC −16,131 56,732

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 40,237 $325,114
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,775 $111,302
Micro Integrity Advisory Solutions, LLC 11,736 $94,826
Large CWM, LLC 750 $6,060
Mid Advisory Services Network, LLC 200 $1,616

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Fiera Capital Corp 20,107 $166,284
Micro North Ground Capital 10,892 $90,076
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,051 $25,231
Large COMERICA BANK 161 $1,331
Small FLAGSHIP HARBOR ADVISORS, LLC 56 $463
Filter: New 8 Increased 14 Reduced 17 Sold out 6 Unchanged 13
Showing 52 of 52
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Karpus Management, Inc. $67,438,992 71.61% 8,346,410
Large Baird Financial Group, Inc. $3,923,357 4.17% 485,564
Small Wakefield Asset Management LLLP $2,932,959 3.11% 362,990
Large GUGGENHEIM CAPITAL LLC $1,983,792 2.11% 245,519
Mid Private Advisor Group, LLC $1,905,142 2.02% 235,785
Micro RHS Financial, LLC $1,624,605 1.73% 201,065
Mid Integrated Wealth Concepts LLC $1,399,383 1.49% 173,191
Large STIFEL FINANCIAL CORP $1,324,837 1.41% 163,965
Mega WELLS FARGO & COMPANY/MN $903,246 0.96% 111,788
Small PenderFund Capital Management Ltd. $838,704 0.89% 103,800
Mid Dakota Wealth Management $838,243 0.89% 103,743
Small ROBERTS GLORE & CO INC /IL/ $796,380 0.85% 98,562
Mega BANK OF AMERICA CORP /DE/ Bank $772,835 0.82% 95,648
Mega MORGAN STANLEY $743,059 0.79% 91,963
Small Aviance Capital Partners, LLC $555,807 0.59% 68,788
Small Rock Point Advisors, LLC $522,186 0.55% 64,627
Small Almitas Capital LLC $458,394 0.49% 56,732
Small Matisse Capital $430,292 0.46% 53,254
Mega UBS Group AG $352,683 0.37% 43,649
Small GRACE & WHITE INC /NY $332,168 0.35% 41,110
Mid WOLVERINE ASSET MANAGEMENT LLC $325,114 0.35% 40,237
Small CREATIVE FINANCIAL DESIGNS INC /ADV $311,669 0.33% 38,573
Mega RAYMOND JAMES FINANCIAL INC $290,305 0.31% 35,929
Small Mezzasalma Advisors, LLC $276,061 0.29% 34,166
Large CAPSTONE INVESTMENT ADVISORS, LLC $271,067 0.29% 33,548
Mega LPL Financial LLC $270,001 0.29% 33,416
Small ROBINSON CAPITAL MANAGEMENT, LLC $251,376 0.27% 31,111
Large OSAIC HOLDINGS, INC. $236,194 0.25% 29,232
Small Quadcap Wealth Management, LLC $231,653 0.25% 28,670
Mid ELEVATION POINT WEALTH PARTNERS, LLC $167,660 0.18% 20,750
Mid Vestmark Advisory Solutions, Inc. $167,660 0.18% 20,750
Mid OPPENHEIMER & CO INC $146,417 0.16% 18,121
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $143,969 0.15% 17,818
Mega ENVESTNET ASSET MANAGEMENT INC $132,940 0.14% 16,453
Large &PARTNERS $132,932 0.14% 16,452
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $123,042 0.13% 15,228
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $111,302 0.12% 13,775
Small MELFA WEALTH MANAGEMENT, INC. $99,367 0.11% 12,298
Micro Integrity Advisory Solutions, LLC $94,826 0.10% 11,736
Large HighTower Advisors, LLC $92,726 0.10% 11,476
Small SMITH, MOORE & CO. $91,885 0.10% 11,372
Large Steward Partners Investment Advisory, LLC $42,016 0.04% 5,200
Mega ROYAL BANK OF CANADA Bank $31,245 0.03% 3,867
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21,775 0.02% 2,695
Mid ROTHSCHILD INVESTMENT LLC $16,160 0.02% 2,000
Small Fortis Group Advisors, LLC $6,997 0.01% 866
Large CWM, LLC $6,060 0.01% 750
Small HIGHLINE WEALTH PARTNERS LLC $3,232 0.00% 400
Mid Advisory Services Network, LLC $1,616 0.00% 200
Mid WHITTIER TRUST CO OF NEVADA INC Bank $1,187 0.00% 147
Large FIFTH THIRD BANCORP Bank $872 0.00% 108
Large Rockefeller Capital Management L.P. $573 0.00% 71
Key facts CIK 1254370 CUSIP 95766Q106 13F (30d) 1 filings 1 filers Visit website Investor relations

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