AL
WIA

Arnhold LLC’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Arnhold LLC’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
2025
Q1 		– Sell
-12,654
Closed -$101K – 119
2024
Q4 		$101K Hold
12,654
– – 0.01% 115
2024
Q3 		$108K Hold
12,654
– – 0.01% 111
2024
Q2 		$101K Hold
12,654
– – 0.01% 118
2024
Q1 		$103K Buy
12,654
+154
+1% +$1.25K 0.01% 118
2023
Q4 		$102K Hold
12,500
– – 0.01% 123
2023
Q3 		$97.8K Hold
12,500
– – 0.01% 123
2023
Q2 		$103K Buy
+12,500
New +$107K 0.01% 127
2023
Q1 		– Sell
-10,000
Closed -$86.1K – 134
2022
Q4 		$86.1K Buy
+10,000
New +$88.5K 0.01% 128
2020
Q4 		– Sell
-42,711
Closed -$520K – 142
2020
Q3 		$520K Hold
42,711
– – 0.08% 106
2020
Q2 		$503K Hold
42,711
– – 0.08% 109
2020
Q1 		$449K Hold
42,711
– – 0.08% 111
2019
Q4 		$519K Hold
42,711
– – 0.08% 101
2019
Q3 		$495K Hold
42,711
– – 0.08% 107
2019
Q2 		$498K Buy
42,711
+1,985
+5% +$22.2K 0.09% 107
2019
Q1 		$457K Hold
40,726
– – 0.08% 109
2018
Q4 		$431K Hold
40,726
– – 0.08% 110
2018
Q3 		$459K Hold
40,726
– – 0.08% 111
2018
Q2 		$465K Hold
40,726
– – 0.08% 121
2018
Q1 		$470K Buy
+40,726
New +$477K 0.09% 116

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Arnhold LLC's WIA Position: Q1 2025 in Review

Arnhold LLC sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2025, closing a stake of 12,654 shares — an estimated $101K sold.

Arnhold LLC first reported a position in WIA in Q1 2018 and held it in 19 quarters. The position peaked at $520K in Q3 2020. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2025.

  • Arnhold LLC reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2025 after selling out during the quarter.
  • Arnhold LLC sold 12,654 Western Asset Inflation-Linked Income Fund shares in Q1 2025, an estimated $101K.
  • Arnhold LLC first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2018 and held it in 19 quarters.
  • Arnhold LLC's Western Asset Inflation-Linked Income Fund position peaked at $520K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2025.

Based on Arnhold LLC's 13F filing for Q1 2025, filed 14 May 2025.