ACP
WIA

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
Q2 		$579K Buy
71,252
+2,464
+4% +$20K 0.06% 241
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 $3.48B AUM 10.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AW
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
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 $20.5B AUM 24.45% 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

Aviance Capital Partners's WIA Position: Q2 2026 in Review

Aviance Capital Partners increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 3.6% in Q2 2026, buying an estimated $20K and bringing the position to 71,252 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #241.

Aviance Capital Partners first reported a position in WIA in Q3 2023 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Aviance Capital Partners held 71,252 shares of Western Asset Inflation-Linked Income Fund worth $579K as of Q2 2026.
  • Aviance Capital Partners bought 2,464 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $20K.
  • Western Asset Inflation-Linked Income Fund made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #241 holding.
  • Aviance Capital Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and has held it in 12 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.