Institutional Ownership Western Asset Inflation Linked Income Fund (WIA)
This table provides information about the institutional ownership of Western Asset Inflation Linked Income Fund (WIA). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $99.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
8,077,278
shares
|
$68.1 Million
2.8% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
527,399
shares
|
$4.45 Million
0.04% of portfolio
|
Q2 2025
Added 23.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
451,131
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
235,939
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cf Capital LLC
Cohasset, MA |
Aug 14, 2025 Q2 2025 |
212,770
shares
|
$1.79 Million
2.28% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
193,054
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
183,706
shares
|
$1.55 Million
0.92% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
173,842
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
167,276
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
151,642
shares
|
$1.28 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
123,712
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
110,043
shares
|
$927,662
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
107,848
shares
|
$909,158
0.27% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
98,676
shares
|
$831,838
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
95,307
shares
|
$803,438
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Aug 14, 2025 Q2 2025 |
75,932
shares
|
$640,106
0.41% of portfolio
|
Q2 2025
Added 27.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,919
shares
|
$631,567
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
62,962
shares
|
$530,769
0.07% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
59,580
shares
|
$502,259
0.15% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
53,254
shares
|
$448,931
0.22% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
46,694
shares
|
$393,630
0.09% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
41,845
shares
|
$352,753
0.04% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
41,825
shares
|
$352,584
0.34% of portfolio
|
Q2 2022
Added 98.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
38,573
shares
|
$325,170
0.03% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
36,429
shares
|
$307,096
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|