Almitas Capital’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Almitas Capital’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$461K	Hold	56,732	–	–	0.11%	82
2026 Q1	$458K	Sell	56,732 -16,131	-22%	-$133K	0.1%	80
2025 Q4	$603K	Sell	72,863 -22,916	-24%	-$192K	0.13%	74
2025 Q3	$806K	Sell	95,779 -55,863	-37%	-$468K	0.18%	49
2025 Q2	$1.27M	Sell	151,642 -7,415	-5%	-$60.9K	0.32%	41
2025 Q1	$1.33M	Hold	159,057	–	–	0.44%	42
2024 Q4	$1.27M	Hold	159,057	–	–	0.28%	49
2024 Q3	$1.36M	Buy	159,057 +40,341	+34%	+$330K	0.48%	36
2024 Q2	$951K	Buy	+118,716	New	+$952K	0.4%	51
2024 Q1	–	Sell	-10,379	Closed	-$84.3K	–	117
2023 Q4	$84.3K	Buy	+10,379	New	+$82.1K	0.03%	113
2023 Q1	–	Sell	-2,331	Closed	-$20.1K	–	132
2022 Q4	$20.1K	Buy	+2,331	New	+$20.6K	0.01%	120

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Almitas Capital's WIA Position: Q2 2026 in Review

Almitas Capital held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q2 2026 at 56,732 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #82.

Almitas Capital first reported a position in WIA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Almitas Capital held 56,732 shares of Western Asset Inflation-Linked Income Fund worth $461K as of Q2 2026.
Almitas Capital left its Western Asset Inflation-Linked Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Income Fund made up 0.11% of Almitas Capital's portfolio in Q2 2026, its #82 holding.
Almitas Capital first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2022 and has held it in 11 quarters since.
Almitas Capital's Western Asset Inflation-Linked Income Fund position peaked at $1.36M in Q3 2024.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.