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

Aviance Capital Partners’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	$556K	Buy	68,788 +488	+0.7%	+$4.01K	0.07%	227
2025 Q4	$565K	Buy	68,300 +2,084	+3%	+$17.4K	0.07%	221
2025 Q3	$558K	Buy	66,216 +3,254	+5%	+$27.3K	0.07%	222
2025 Q2	$529K	Buy	62,962 +8,198	+15%	+$67.3K	0.07%	218
2025 Q1	$457K	Buy	54,764 +8,368	+18%	+$68.5K	0.06%	224
2024 Q4	$371K	Buy	46,396 +14,374	+45%	+$119K	0.05%	240
2024 Q3	$274K	Sell	32,022 -8,167	-20%	-$66.9K	0.04%	284
2024 Q2	$322K	Buy	40,189 +2,054	+5%	+$16.5K	0.05%	253
2024 Q1	$310K	Sell	38,135 -629	-2%	-$5.09K	0.05%	259
2023 Q4	$315K	Sell	38,764 -2,983	-7%	-$23.6K	0.07%	205
2023 Q3	$326K	Buy	+41,747	New	+$344K	0.07%	199

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Aviance Capital Partners's WIA Position: Q1 2026 in Review

Aviance Capital Partners increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 0.71% in Q1 2026, buying an estimated $4.01K and bringing the position to 68,788 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #227.

Aviance Capital Partners first reported a position in WIA in Q3 2023 and has held it in 11 quarters since. The position peaked at $565K in Q4 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Aviance Capital Partners held 68,788 shares of Western Asset Inflation-Linked Income Fund worth $556K as of Q1 2026.
Aviance Capital Partners bought 488 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $4.01K.
Western Asset Inflation-Linked Income Fund made up 0.07% of Aviance Capital Partners's portfolio in Q1 2026, its #227 holding.
Aviance Capital Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and has held it in 11 quarters since.
Aviance Capital Partners's Western Asset Inflation-Linked Income Fund position peaked at $565K in Q4 2025.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.