AW
WIA

Atlas Wealth’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Atlas Wealth’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 		$3.74M Buy
+460,160
New +$3.74M 0.53% 52
2024
Q3 		– Sell
-60,571
Closed -$486K – 151
2024
Q2 		$486K Buy
+60,571
New +$486K 0.06% 140

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth's WIA Position: Q2 2026 in Review

Atlas Wealth opened a new position in Western Asset Inflation-Linked Income Fund (WIA) in Q2 2026: 460,160 shares worth $3.74M. The stake represents 0.53% of the portfolio and ranks #52 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in WIA as recently as Q2 2024.

Atlas Wealth first reported a position in WIA in Q2 2024 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Atlas Wealth held 460,160 shares of Western Asset Inflation-Linked Income Fund worth $3.74M as of Q2 2026.
  • Western Asset Inflation-Linked Income Fund was a new Atlas Wealth position in Q2 2026.
  • Western Asset Inflation-Linked Income Fund made up 0.53% of Atlas Wealth's portfolio in Q2 2026, its #52 holding.
  • Atlas Wealth first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2024 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.