WESTERN ASSET INFLATION-LINKED INCOME FUND - WIA
Detailed investor-level table based on 13F positions.
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 | 8,648,798 | 70,314 | 2.02% | 2.1% | 1 | +302,388 | 3.62% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 489,169 | 3,976 | 0.01% | 0.01% | 2 | +3,605 | 0.74% | Q2 2026 | Aug 12, 2026 |
| Atlas Wealth LLC | History | New | 460,160 | 3,741 | 0.53% | — | 3 | +460,160 | New | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 246,350 | 2,002 | 0.01% | 0.01% | 4 | +10,565 | 4.48% | Q2 2026 | Jul 27, 2026 |
| RHS Financial, LLC | History | Added to | 231,357 | 1,880 | 0.76% | 0.77% | 5 | +30,292 | 15.07% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 175,858 | 1,429 | 0.0% | 0.0% | 6 | +11,893 | 7.25% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 165,070 | 1,342 | 0.01% | 0.01% | 7 | -8,121 | -4.69% | Q2 2026 | Sep 08, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 157,757 | 1,282 | 0.29% | 0.78% | 8 | -205,233 | -56.54% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 145,633 | 1,183 | 0.01% | 0.02% | 9 | -99,886 | -40.68% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | New | 133,147 | 1,082 | 0.0% | — | 10 | +133,147 | New | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 112,932 | 918 | 0.0% | 0.0% | 11 | +1,144 | 1.02% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 103,800 | 842 | 0.11% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | Reduced | 103,289 | 839 | 0.02% | 0.02% | 13 | -454 | -0.44% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 98,455 | 800 | 0.0% | 0.0% | 14 | +2,807 | 2.93% | Q2 2026 | Aug 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 96,824 | 787 | 0.19% | 0.22% | 15 | -1,738 | -1.76% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Reduced | 91,804 | 746 | 0.0% | 0.0% | 16 | -159 | -0.17% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | New | 73,300 | 595 | 0.02% | — | 17 | +73,300 | New | Q2 2026 | Jul 23, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 71,252 | 579 | 0.06% | 0.06% | 18 | +2,464 | 3.58% | Q2 2026 | Jul 30, 2026 |
| Rock Point Advisors, LLC | History | No change | 64,627 | 525 | 0.13% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Almitas Capital LLC | History | No change | 56,732 | 461 | 0.11% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matisse Capital | History | No change | 53,254 | 432 | 0.17% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 44,555 | 362 | 0.0% | 0.0% | 22 | +11,139 | 33.33% | Q2 2026 | Aug 07, 2026 |
| GRACE & WHITE INC /NY | History | No change | 41,110 | 334 | 0.05% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38,573 | 313 | 0.01% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Reduced | 37,521 | 305 | 0.0% | 0.0% | 25 | -6,128 | -14.04% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 33,548 | 272 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 32,791 | 266 | 0.05% | 0.07% | 27 | -1,375 | -4.02% | Q2 2026 | Aug 10, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 31,111 | 252 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 27,245 | 221 | 0.02% | 0.03% | 29 | -1,425 | -4.97% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | Added to | 25,370 | 206 | 0.0% | 0.0% | 30 | +8,918 | 54.21% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,370 | 206 | 0.0% | 0.0% | 31 | +8,917 | 54.2% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,750 | 168 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 20,750 | 168 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,429 | 149 | 0.0% | 0.0% | 34 | -17,500 | -48.71% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 18,121 | 147 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 17,779 | 144 | 0.01% | 0.01% | 36 | -39 | -0.22% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,557 | 126 | 0.0% | 0.0% | 37 | -13,675 | -46.78% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,693 | 111 | 0.01% | 0.01% | 38 | -1,535 | -10.08% | Q2 2026 | Jul 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 12,962 | 105 | 0.0% | 0.0% | 39 | -27,275 | -67.79% | Q2 2026 | Aug 10, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 12,298 | 99 | 0.05% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITH, MOORE & CO. | History | No change | 11,372 | 92 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,434 | 84 | 0.0% | 0.0% | 42 | -1,042 | -9.08% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | New | 10,234 | 83 | 0.0% | — | 43 | +10,234 | New | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,200 | 42 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,023 | 25 | 0.0% | 0.0% | 45 | -844 | -21.83% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,695 | 21 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 866 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 750 | 6 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 147 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,775 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,736 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |