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

$7.97 -0.03 (-0.38%)
As of 08/21/2026 03:14 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$23.68M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.74M
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WIA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2026 PenderFund Capital Management Ltd.998,747$8.39M1.1%N/A0.000%
8/17/2026 Capstone Investment Advisors LLC462,748$3.89M0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP29,423$247K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE793,312$6.66M0.0%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL123,716$1.04M0.3%N/A0.000%
8/11/2026 Hara Capital LLC6,774$57K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC33,376$280K0.0%N/A0.000%
5/15/2026 Quadcap Wealth Management LLC28,670$232K0.0%-25.4%0.000%
5/5/2026 Roberts Glore & Co. Inc. IL98,562$796K0.2%-15.2%0.000%
4/27/2026 Private Advisor Group LLC235,785$1.91M0.0%+8.3%0.000%
4/27/2026 Elevation Point Wealth Partners LLC20,750$168K0.0%-7.2%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV15,228$123K0.0%-13.2%0.000%
2/17/2026 Guggenheim Capital LLC325,668$2.69M0.0%-42.0%0.000%
2/17/2026 Almitas Capital LLC72,863$603K0.1%-23.9%0.000%
2/17/2026 PenderFund Capital Management Ltd.96,300$794K0.1%+8.1%0.000%
2/17/2026 Osaic Holdings Inc.44,467$368K0.0%+32.1%0.000%
2/17/2026 &PARTNERS10,306$85K0.0%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC183,101$1.51M0.0%-3.0%0.000%
2/12/2026 North Ground Capital10,892$90K0.0%-89.1%0.000%
2/12/2026 Elevation Point Wealth Partners LLC22,350$185K0.0%+36.7%0.000%
2/11/2026 LPL Financial LLC34,960$289K0.0%+4.9%0.000%
2/11/2026 Fiera Capital Corp20,107$166K0.0%-91.6%0.000%
2/6/2026 Aviance Capital Partners LLC68,300$565K0.1%+3.1%0.000%
2/6/2026 HighTower Advisors LLC13,310$110K0.0%-16.5%0.000%
2/5/2026 Roberts Glore & Co. Inc. IL116,177$961K0.3%-4.5%0.000%
2/5/2026 Wakefield Asset Management LLLP316,360$2.62M0.7%+176.3%0.000%
2/4/2026 Rock Point Advisors LLC58,968$488K0.1%+6.5%0.000%
2/2/2026 Oppenheimer & Co. Inc.21,821$180K0.0%-8.4%0.000%
1/26/2026 Grace & White Inc. NY41,110$340K0.1%-12.0%0.000%
1/13/2026 Dakota Wealth Management102,793$850K0.0%+1.3%0.000%
11/21/2025 Alpine Global Management LLC54,400$458K0.1%N/A0.000%
11/17/2025 Quadcap Wealth Management LLC38,470$324K0.0%-8.1%0.000%
11/17/2025 PenderFund Capital Management Ltd.89,100$749K0.1%+17.3%0.000%
11/17/2025 Integrated Wealth Concepts LLC188,813$1.59M0.0%-2.2%0.000%
11/17/2025 Elevation Point Wealth Partners LLC16,350$138K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE109,763$924K0.0%+11.2%0.000%
11/17/2025 Almitas Capital LLC95,779$806K0.2%-36.8%0.000%
11/13/2025 UBS Group AG71,454$602K0.0%-4.6%0.000%
11/13/2025 Wakefield Asset Management LLLP114,487$964K0.3%+6.2%0.000%
11/13/2025 Private Advisor Group LLC56,514$476K0.0%N/A0.000%
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11/12/2025 Rock Point Advisors LLC55,385$466K0.1%-7.0%0.000%
11/12/2025 Roberts Glore & Co. Inc. IL121,712$1.03M0.3%-1.6%0.000%
11/10/2025 Dakota Wealth Management101,443$854K0.0%-7.8%0.000%
11/7/2025 Fiera Capital Corp238,114$2.01M0.0%+0.9%0.000%
11/7/2025 Readystate Asset Management LP13,680$115K0.0%N/A0.000%
11/7/2025 Uhlmann Price Securities LLC18,319$154K0.1%+11.8%0.000%
10/29/2025 North Ground Capital99,842$841K0.5%-53.1%0.000%
10/29/2025 Aviance Capital Partners LLC66,216$558K0.1%+5.2%0.000%
10/28/2025 Wolverine Asset Management LLC6,960$59K0.0%N/A0.000%
10/22/2025 RHS Financial LLC188,569$1.59M0.8%+2.6%0.000%
8/15/2025 Bank of America Corp DE98,676$829K0.0%-6.7%0.000%
8/14/2025 Karpus Management Inc.8,077,278$67.85M2.2%+3.5%0.000%
8/13/2025 Baird Financial Group Inc.451,131$3.79M0.0%-0.7%0.000%
8/13/2025 Guggenheim Capital LLC527,399$4.43M0.0%+23.3%0.000%
8/12/2025 Quadcap Wealth Management LLC41,845$351K0.0%-5.6%0.000%
8/8/2025 Fiera Capital Corp235,939$1.98M0.0%-2.1%0.000%
8/7/2025 Roberts Glore & Co. Inc. IL123,712$1.04M0.3%-9.0%0.000%
8/5/2025 Aviance Capital Partners LLC62,962$529K0.1%+15.0%0.000%
7/29/2025 Uhlmann Price Securities LLC16,386$138K0.1%-12.8%0.000%
7/25/2025 RHS Financial LLC183,706$1.54M0.9%+3.1%0.000%
7/18/2025 PFG Investments LLC24,000$202K0.0%N/A0.000%
7/16/2025 Dakota Wealth Management110,043$924K0.0%+3.4%0.000%
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%
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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%


WIA Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($67.85M), PenderFund Capital Management Ltd. ($8.39M), Bank of America Corp DE ($6.66M), Capstone Investment Advisors LLC ($3.89M), Baird Financial Group Inc. ($3.79M), Guggenheim Capital LLC ($2.69M), and Wakefield Asset Management LLLP ($2.62M).Learn more on Western Asset Inflation-Linked Income Fund's institutional investors.

Of the 36 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: PenderFund Capital Management Ltd. ($1.02M), Bank of America Corp DE ($804.40K), Capstone Investment Advisors LLC ($496.30K), Alpine Global Management LLC ($405.60K), Karpus Management Inc. ($271.92K), Guggenheim Capital LLC ($241.81K), and CF Capital LLC ($220K).

Institutional investors have bought a total of 2,901,971 shares in the last 24 months. This purchase volume represents approximately $23.68M in transactions.

Of the 15 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: Guggenheim Capital LLC ($235.64K), Fiera Capital Corp ($218.01K), North Ground Capital ($201.88K), Almitas Capital LLC ($78.78K), Roberts Glore & Co. Inc. IL ($25.15K), Quadcap Wealth Management LLC ($13.15K), and Integrated Wealth Concepts LLC ($9.95K).

Institutional investors have sold a total of 812,944 shares in the last 24 months. This volume of shares sold represents approximately $6.74M in transactions.


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Institutional ownership data for NYSE:WIA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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