AC
WIA

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
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
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Baird Financial Group
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WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
GC
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PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.61B AUM 33.09% 1-Year Est. Return