WESTERN ASSET INFLATION-LINKED INCOME FUND - WIA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 8,143,596 | 67,347 | 2.07% | 2.09% | 1 | +296,660 | 3.78% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 467,023 | 3,862 | 0.01% | 0.01% | 2 | +18,462 | 4.12% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 325,668 | 2,693 | 0.02% | 0.03% | 3 | -235,644 | -41.98% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 316,360 | 2,616 | 0.71% | 0.26% | 4 | +201,873 | 176.33% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 217,773 | 1,800 | 0.01% | 0.0% | 5 | +161,259 | 285.34% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 193,440 | 1,599 | 0.0% | 0.0% | 6 | +27,696 | 16.71% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Added to | 188,625 | 1,559 | 0.76% | 0.82% | 7 | +56 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 183,101 | 1,514 | 0.02% | 0.01% | 8 | -5,712 | -3.03% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,621 | 1,460 | 0.0% | 0.0% | 9 | +261 | 0.15% | Q4 2025 | Feb 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 116,177 | 960 | 0.26% | 0.28% | 10 | -5,535 | -4.55% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108,488 | 897 | 0.0% | 0.0% | 11 | -731 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 102,793 | 850 | 0.02% | 0.02% | 12 | +1,350 | 1.33% | Q4 2025 | Jan 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 96,040 | 794 | 0.0% | 0.0% | 13 | -13,723 | -12.5% | Q4 2025 | Feb 17, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 96,300 | 793 | 0.12% | 0.13% | 14 | +7,200 | 8.08% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Reduced | 72,863 | 602 | 0.13% | 0.18% | 15 | -22,916 | -23.93% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 68,300 | 564 | 0.07% | 0.07% | 16 | +2,084 | 3.15% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 64,763 | 535 | 0.0% | 0.0% | 17 | -6,691 | -9.36% | Q4 2025 | Jan 29, 2026 |
| Rock Point Advisors, LLC | History | Added to | 58,968 | 487 | 0.12% | 0.12% | 18 | +3,583 | 6.47% | Q4 2025 | Feb 04, 2026 |
| Matisse Capital | History | No change | 53,254 | 440 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 44,467 | 367 | 0.0% | 0.0% | 20 | +10,813 | 32.13% | Q4 2025 | Feb 17, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 41,110 | 339 | 0.06% | 0.07% | 21 | -5,584 | -11.96% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38,573 | 318 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 38,445 | 317 | 0.04% | 0.04% | 23 | -25 | -0.06% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,929 | 297 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 34,960 | 289 | 0.0% | 0.0% | 25 | +1,631 | 4.89% | Q4 2025 | Feb 11, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 33,632 | 277 | 0.07% | 0.07% | 27 | +525 | 1.59% | Q4 2025 | Jan 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 33,548 | 277 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 31,111 | 257 | 0.11% | 0.14% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,350 | 184 | 0.0% | — | 29 | +22,350 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 22,350 | 184 | 0.01% | 0.01% | 30 | +6,000 | 36.7% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,821 | 180 | 0.0% | 0.0% | 31 | -2,000 | -8.4% | Q4 2025 | Feb 02, 2026 |
| Fiera Capital Corp | History | Reduced | 20,107 | 166 | 0.0% | 0.01% | 32 | -218,007 | -91.56% | Q4 2025 | Feb 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 17,833 | 147 | 0.09% | 0.09% | 33 | -486 | -2.65% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,546 | 145 | 0.01% | 0.01% | 34 | -907 | -4.92% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,310 | 110 | 0.0% | 0.0% | 35 | -2,621 | -16.45% | Q4 2025 | Feb 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 12,298 | 101 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 11,372 | 94 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Ground Capital | History | Reduced | 10,892 | 90 | 0.04% | 0.52% | 38 | -88,950 | -89.09% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 10,306 | 85 | 0.0% | — | 39 | +10,306 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,306 | 85 | 0.0% | — | 40 | +10,306 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,200 | 43 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,618 | 30 | 0.0% | — | 42 | +3,618 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,051 | 25 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,695 | 22 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 866 | 7 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Reduced | 161 | 1 | 0.0% | 0.0% | 48 | -334 | -67.47% | Q4 2025 | Jan 29, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,606 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,680 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,960 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 13, 2026 |