WIA · Western Asset Inflation-Linked Income Fund · Shareholders & Ownership
Market Cap
$178.42M
Shares
23.32M
Volume · Oct 21
252
Avg daily vol (3M)
40.27K
Every disclosed holder of WIA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WIA
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 12,337,696 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 87,342 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WIA
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Karpus Management, Inc.
13D
CIK 1048703 · Investment adviser · Sep 29, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
not summed
|
8,894,690 | ||
| 1.1 |
Karpus Management, Inc.
13F
CIK 1048703 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,648,798 | ||
| 2 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
489,169 | ||
| 3 |
Atlas Wealth LLC
13F
CIK 1964106 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
460,160 | ||
| 4 |
RHS Financial, LLC
13F
CIK 1766514 · Registered investment adviser · Sep 30, 2026
|
254,860 | ||
| 5 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
246,350 | ||
| 6 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
175,858 | ||
| 7 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
165,070 | ||
| 8 |
Wakefield Asset Management LLLP
13F
CIK 1600435 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
157,757 | ||
| 9 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
145,633 | ||
| 9.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
2,305 | ||
| 9.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
822 | ||
| 10 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,147 | ||
| 11 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
112,932 | ||
| 12 |
PenderFund Capital Management Ltd.
13F
CIK 1706164 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,800 | ||
| 13 |
Dakota Wealth Management
13F
CIK 1631353 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,289 | ||
| 14 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,455 | ||
| 15 |
ROBERTS GLORE & CO INC /IL/
13F
CIK 1017115 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
96,824 | ||
| 16 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,804 | ||
| 17 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,300 | ||
| 18 |
Aviance Capital Partners, LLC
13F
CIK 1542383 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,252 | ||
| 19 |
Rock Point Advisors, LLC
13F
CIK 1301540 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,627 | ||
| 20 |
Almitas Capital LLC
13F
CIK 1596468 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,732 | ||
| 21 |
Matisse Capital
13F
CIK 1668256 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,254 | ||
| 21.1 |
Matisse Discounted Bond CEF Strategy
Fund
S000061872 · Registered fund · Jun 30, 2026
Starboard Investment Trust, not summed
|
53,254 | ||
| 22 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,555 | ||
| 23 |
GRACE & WHITE INC /NY
13F
CIK 903064 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,110 | ||
| 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV
13F
CIK 819864 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,573 | ||
| 25 |
|
37,521 | ||
| 26 |
CAPSTONE INVESTMENT ADVISORS, LLC
13F
CIK 1426196 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,548 | ||
| 27 |
Mezzasalma Advisors, LLC
13F
CIK 1864916 · Registered investment adviser · Sep 30, 2026
|
33,333 | ||
| 28 |
ROBINSON CAPITAL MANAGEMENT, LLC
13F
CIK 1599795 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,111 | ||
| 29 |
Robinson Opportunistic Income Fund
Fund
S000052274 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST, not summed
|
30,961 | ||
| 30 |
Quadcap Wealth Management, LLC
13F
CIK 2009674 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,245 | ||
| 31 |
|
25,370 | ||
| 32 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,370 | ||
| 33 |
ELEVATION POINT WEALTH PARTNERS, LLC
13F
CIK 1744349 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,750 | ||
| 34 |
Vestmark Advisory Solutions, Inc.
13F
CIK 1736982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,750 | ||
| 35 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,429 | ||
| 36 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,121 | ||
| 37 |
UHLMANN PRICE SECURITIES, LLC
13F
CIK 1035344 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,779 | ||
| 38 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,557 | ||
| 39 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
13F
CIK 1109767 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,693 | ||
| 40 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,962 | ||
| 41 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,298 | ||
| 42 |
SMITH, MOORE & CO.
13F
CIK 200724 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,372 | ||
| 43 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,434 | ||
| 44 |
Equitable Holdings, Inc.
13F
CIK 1333986 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,234 | ||
| 45 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,200 | ||
| 46 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,023 | ||
| 47 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,695 | ||
| 48 |
ROTHSCHILD INVESTMENT LLC
13F
CIK 85338 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,000 | ||
| 49 |
Fortis Group Advisors, LLC
13F
CIK 1815183 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
866 | ||
| 50 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
400 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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