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Western Asset Inflation-Linked Income Fund (WIA) Institutional Ownership

Western Asset Inflation-Linked Income Fund logo
$8.36 +0.02 (+0.18%)
Closing price 07/11/2025 03:55 PM Eastern
Extended Trading
$8.36 +0.00 (+0.06%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Western Asset Inflation-Linked Income Fund (NYSE:WIA)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.60M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.70M
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WIA Institutional Buying and Selling by Quarter

Western Asset Inflation-Linked Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025PenderFund Capital Management Ltd.59,332$495K0.0%-3.8%0.000%
5/16/2025Integrated Wealth Concepts LLC196,419$1.64M0.0%-1.6%0.000%
5/15/2025Baird Financial Group Inc.454,390$3.79M0.0%+2.0%0.000%
5/15/2025Landscape Capital Management L.L.C.21,985$183K0.0%-22.3%0.000%
5/14/2025North Ground Capital238,928$1.98M1.9%+8.6%0.000%
5/13/2025Nations Financial Group Inc. IA ADV20,235$169K0.0%-19.5%0.000%
5/13/2025HighTower Advisors LLC17,141$143K0.0%-25.7%0.000%
5/12/2025Wolverine Asset Management LLC3,196$27K0.0%N/A0.000%
5/9/2025Roberts Glore & Co. Inc. IL135,973$1.14M0.3%-3.3%0.000%
4/29/2025Aviance Capital Partners LLC54,764$457K0.1%+18.0%0.000%
4/24/2025Transcend Capital Advisors LLC19,150$160K0.0%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.23,773$198K0.0%+15.4%0.000%
4/17/2025RHS Financial LLC178,140$1.49M0.8%+1.1%0.000%
2/18/2025Alpine Global Management LLC200,000$1.60M0.3%+719.7%0.000%
2/18/2025CSS LLC IL20,572$165K0.0%-18.2%0.000%
2/17/2025CF Capital LLC220,000$1.76M1.9%N/A0.000%
2/17/2025Baird Financial Group Inc.445,314$3.56M0.0%-0.6%0.000%
2/17/2025Bank of America Corp DE123,438$988K0.0%-61.8%0.000%
2/14/2025Integrated Wealth Concepts LLC199,676$1.60M0.0%-11.3%0.000%
2/14/2025Alpine Global Management LLC200,000$1.60M0.4%+719.7%0.000%
2/14/2025Stifel Financial Corp177,627$1.42M0.0%-14.3%0.000%
2/13/2025Guggenheim Capital LLC281,181$2.25M0.0%+102.4%0.000%
2/13/2025Raymond James Financial Inc.30,480$244K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN84,813$679K0.0%+15.6%0.000%
2/12/2025Landscape Capital Management L.L.C.28,281$226K0.0%-46.9%0.000%
2/7/2025HighTower Advisors LLC23,065$185K0.0%-13.4%0.000%
2/7/2025Roberts Glore & Co. Inc. IL140,673$1.13M0.3%-5.8%0.000%
2/7/2025Aviance Capital Partners LLC46,396$371K0.1%+44.9%0.000%
2/6/2025Raymond James Financial Inc.30,480$244K0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC5,200$42K0.0%+31.4%0.000%
2/5/2025Wakefield Asset Management LLLP107,468$860K0.3%+5.2%0.000%
1/30/2025Nations Financial Group Inc. IA ADV25,151$201K0.0%-27.4%0.000%
1/29/2025Grace & White Inc. NY46,694$374K0.1%+21.0%0.000%
1/28/2025Mezzasalma Advisors LLC31,314$251K0.1%N/A0.000%
1/24/2025RHS Financial LLC176,161$1.41M0.7%+5.7%0.000%
1/17/2025Janney Montgomery Scott LLC31,781$254K0.0%-18.1%0.000%
11/15/2024Stifel Financial Corp207,322$1.77M0.0%-6.9%0.000%
11/15/2024Integrated Wealth Concepts LLC225,149$1.93M0.0%-2.3%0.000%
11/14/2024Capstone Investment Advisors LLC33,548$287K0.0%N/A0.000%
11/13/2024Rock Point Advisors LLC73,126$625K0.2%-3.4%0.000%
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11/9/2024Landscape Capital Management L.L.C.53,284$456K0.0%-12.3%0.000%
11/7/2024Aviance Capital Partners LLC32,022$274K0.0%-20.3%0.000%
11/5/2024Nations Financial Group Inc. IA ADV34,659$296K0.0%N/A0.000%
11/4/2024Wolverine Asset Management LLC75,010$641K0.0%-48.8%0.000%
11/1/2024Fiera Capital Corp242,412$2.07M0.0%+28.9%0.000%
8/16/2024Almitas Capital LLC118,716$951K0.4%N/A0.000%
8/2/2024Wolverine Asset Management LLC146,516$1.17M0.0%+17.6%0.000%
7/30/2024Matisse Capital40,823$327K0.2%+7.4%0.000%
7/16/2024RHS Financial LLC167,439$1.34M0.8%+2.1%0.000%
7/2/2024Transcend Capital Advisors LLC11,200$90K0.0%-37.6%0.000%
5/14/2024Karpus Management Inc.7,280,412$59.26M1.7%+1.9%0.000%
5/1/2024Wakefield Asset Management LLLP95,035$774K0.3%+1.9%0.000%
5/1/2024Matisse Capital38,003$309K0.1%N/A0.000%
4/18/2024RHS Financial LLC163,977$1.34M0.8%+2.5%0.000%
3/27/2024Nomura Holdings Inc.18,781$153K0.0%N/A0.000%
3/5/2024Twin Focus Capital Partners LLC11,500$93K0.0%N/A0.000%
2/14/2024PenderFund Capital Management Ltd.51,666$420K0.0%+8.4%0.000%
2/13/2024Karpus Management Inc.7,145,082$58.02M1.8%+3.5%0.000%
2/13/2024Peapack Gladstone Financial Corp12,983$105K0.0%-22.8%0.000%
2/8/2024Rock Point Advisors LLC76,080$618K0.2%-2.2%0.000%
2/8/2024Janney Montgomery Scott LLC56,800$461K0.0%-42.8%0.000%
2/6/2024Aviance Capital Partners LLC38,764$315K0.1%-7.1%0.000%
2/5/2024Transcend Capital Advisors LLC15,560$126K0.0%-58.8%0.000%
2/1/2024Wolverine Asset Management LLC64,001$520K0.0%-14.5%0.000%
1/25/2024Wakefield Asset Management LLLP93,218$757K0.3%+5.5%0.000%
1/19/2024Realta Investment Advisors67,004$544K0.1%-7.1%0.000%
1/18/2024RHS Financial LLC160,014$1.30M0.8%+83.0%0.000%
1/16/2024Raymond James & Associates10,184$83K0.0%N/A0.000%
11/15/2023Integrated Wealth Concepts LLC247,369$1.93M0.0%-0.6%0.000%
11/13/2023Stifel Financial Corp236,090$1.85M0.0%+13.3%0.000%
11/13/2023Wolverine Asset Management LLC74,836$585K0.0%-47.9%0.000%
11/9/2023Karpus Management Inc.6,905,403$54M1.8%+4.6%0.000%
11/9/2023Rock Point Advisors LLC77,783$608K0.2%-5.5%0.000%
11/7/2023Aviance Capital Partners LLC41,747$326K0.1%N/A0.000%
11/1/2023Wakefield Asset Management LLLP88,361$691K0.3%+7.4%0.000%
10/24/2023Dakota Wealth Management96,118$752K0.0%+9.2%0.000%
10/24/2023RHS Financial LLC87,454$684K0.5%N/A0.000%
10/11/2023Ignite Planners LLC13,430$103K0.0%N/A0.000%
8/14/2023Roberts Glore & Co. Inc. IL207,463$1.71M0.5%+3.0%0.000%
8/11/2023Baird Financial Group Inc.381,591$3.15M0.0%+5.0%0.000%
8/11/2023Karpus Management Inc.6,602,196$54.53M1.7%+7.7%0.000%
8/11/2023Landscape Capital Management L.L.C.11,964$99K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC113,558$938K0.0%+34.9%0.000%
8/10/2023Sit Investment Associates Inc.11,378$94K0.0%-68.7%0.000%
8/9/2023Coastal Investment Advisors Inc.72,160$596K0.1%-5.5%0.000%
8/8/2023Blue Bell Private Wealth Management LLC3,176$26K0.0%-27.4%0.000%
8/8/2023Arnhold LLC12,500$103K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC143,628$1.19M0.0%-14.4%0.000%
8/1/2023Wakefield Asset Management LLLP82,310$680K0.3%+11.4%0.000%
7/31/2023Dakota Wealth Management88,020$727K0.0%+3.8%0.000%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/26/2023Creative Financial Designs Inc. ADV33,290$275K0.0%+69.8%0.000%
7/26/2023Janney Montgomery Scott LLC100,350$829K0.0%+5.2%0.000%
7/25/2023Raymond James & Associates11,809$98K0.0%-27.5%0.000%
7/13/2023Transcend Capital Advisors LLC37,584$310K0.0%-9.8%0.000%
5/11/2023Karpus Management Inc.6,132,994$53.05M1.7%+3.7%0.000%
5/11/2023Elequin Securities LLC9,753$84K0.1%-31.6%0.000%
5/11/2023Guggenheim Capital LLC84,168$728K0.0%+39.8%0.000%
5/10/2023Oppenheimer & Co. Inc.20,600$178K0.0%-20.8%0.000%
5/8/2023Wolverine Asset Management LLC167,799$1.45M0.0%+21.4%0.000%
5/8/2023Pekin Hardy Strauss Inc.11,076$96K0.0%-37.8%0.000%
(Data available from 1/1/2016 forward)

WIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WIA shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($59.26M), Baird Financial Group Inc. ($3.79M), Guggenheim Capital LLC ($2.25M), Fiera Capital Corp ($2.07M), North Ground Capital ($1.98M), CF Capital LLC ($1.76M), and Integrated Wealth Concepts LLC ($1.64M).Learn more on Western Asset Inflation-Linked Income Fund's institutional investors.

Which institutional investors have been buying Western Asset Inflation-Linked Income Fund's stock?

Of the 34 institutional investors that purchased Western Asset Inflation-Linked Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.15M), Alpine Global Management LLC ($351.20K), CF Capital LLC ($220K), RHS Financial LLC ($178.91K), Guggenheim Capital LLC ($171.62K), Almitas Capital LLC ($118.72K), and Aviance Capital Partners LLC ($64.49K).

How much institutional buying is happening at Western Asset Inflation-Linked Income Fund?

Institutional investors have bought a total of 1,188,942 shares in the last 24 months. This purchase volume represents approximately $9.60M in transactions.

Which of Western Asset Inflation-Linked Income Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Western Asset Inflation-Linked Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($199.68K), Wolverine Asset Management LLC ($71.51K), Stifel Financial Corp ($45.09K), Landscape Capital Management L.L.C. ($38.77K), Integrated Wealth Concepts LLC ($34K), Nations Financial Group Inc. IA ADV ($14.42K), and Roberts Glore & Co. Inc. IL ($13.28K).

How much institutional selling is happening at Western Asset Inflation-Linked Income Fund?

Institutional investors have sold a total of 453,610 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.



This page (NYSE:WIA) was last updated on 7/13/2025 by MarketBeat.com Staff
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