Baird Financial Group
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Baird Financial Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Baird Financial Group’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
Q3 		$3.89M Buy
510,615
+21,446
+4% +$170K 0.01% 862
2026
Q2 		$3.98M Buy
489,169
+3,605
+0.7% +$29.3K 0.01% 853
2026
Q1 		$3.92M Buy
485,564
+18,541
+4% +$152K 0.01% 809
2025
Q4 		$3.86M Buy
467,023
+18,462
+4% +$154K 0.01% 811
2025
Q3 		$3.78M Sell
448,561
-2,570
-0.6% -$21.5K 0.01% 838
2025
Q2 		$3.79M Sell
451,131
-3,259
-0.7% -$26.8K 0.01% 809
2025
Q1 		$3.79M Buy
454,390
+9,076
+2% +$74.3K 0.01% 770
2024
Q4 		$3.56M Sell
445,314
-2,719
-0.6% -$22.5K 0.01% 789
2024
Q3 		$3.83M Sell
448,033
-2,894
-0.6% -$23.7K 0.01% 766
2024
Q2 		$3.61M Buy
450,927
+4,399
+1% +$35.3K 0.01% 762
2024
Q1 		$3.63M Buy
446,528
+13,444
+3% +$109K 0.01% 768
2023
Q4 		$3.52M Buy
433,084
+13,514
+3% +$107K 0.01% 758
2023
Q3 		$3.28M Buy
419,570
+37,979
+10% +$313K 0.01% 748
2023
Q2 		$3.15M Buy
381,591
+18,185
+5% +$155K 0.01% 772
2023
Q1 		$3.14M Buy
363,406
+6,489
+2% +$57.1K 0.01% 745
2022
Q4 		$3.07M Buy
356,917
+33,249
+10% +$294K 0.01% 731
2022
Q3 		$2.9M Buy
323,668
+29,259
+10% +$293K 0.01% 716
2022
Q2 		$2.88M Buy
294,409
+24,885
+9% +$265K 0.01% 727
2022
Q1 		$3.15M Buy
269,524
+17,696
+7% +$216K 0.01% 739
2021
Q4 		$3.34M Sell
251,828
-8,691
-3% -$121K 0.01% 742
2021
Q3 		$3.59M Buy
260,519
+6,443
+3% +$90.2K 0.01% 719
2021
Q2 		$3.56M Buy
254,076
+4,065
+2% +$54.8K 0.01% 715
2021
Q1 		$3.2M Buy
250,011
+23,741
+10% +$306K 0.01% 717
2020
Q4 		$3.09M Sell
226,270
-13,217
-6% -$169K 0.01% 677
2020
Q3 		$2.92M Buy
239,487
+1,206
+0.5% +$15.2K 0.01% 636
2020
Q2 		$2.81M Sell
238,281
-3,091
-1% -$34.8K 0.01% 636
2020
Q1 		$2.54M Buy
241,372
+340
+0.1% +$4.02K 0.01% 624
2019
Q4 		$2.93M Sell
241,032
-4,547
-2% -$54K 0.01% 667
2019
Q3 		$2.85M Buy
245,579
+782
+0.3% +$9.07K 0.01% 673
2019
Q2 		$2.85M Buy
+244,797
New +$2.74M 0.01% 686

Other funds holding WIA

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return
Roberts, Glore & Co
Roberts, Glore & Co Deerfield, Illinois $416M AUM 21.8% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Baird Financial Group's WIA Position: Q3 2026 in Review

Baird Financial Group increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 4.4% in Q3 2026, buying an estimated $170K and bringing the position to 510,615 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #862.

Baird Financial Group first reported a position in WIA in Q2 2019 and has held it in 30 quarters since. The position peaked at $3.98M in Q2 2026. 40 funds tracked by Wall St. Rank hold WIA as of Q3 2026.

  • Baird Financial Group held 510,615 shares of Western Asset Inflation-Linked Income Fund worth $3.89M as of Q3 2026.
  • Baird Financial Group bought 21,446 Western Asset Inflation-Linked Income Fund shares in Q3 2026, an estimated $170K.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of Baird Financial Group's portfolio in Q3 2026, its #862 holding.
  • Baird Financial Group first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2019 and has held it in 30 quarters since.
  • Baird Financial Group's Western Asset Inflation-Linked Income Fund position peaked at $3.98M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.