Bessemer Group
WIA

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

Bessemer 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
2025
Q1 		– Sell
-789
Closed -$6K – 2747
2024
Q4 		$6K Buy
789
+5
+0.6% +$41 ﹤0.01% 1975
2024
Q3 		$7K Buy
784
+53
+7% +$434 ﹤0.01% 1815
2024
Q2 		$6K Buy
731
+36
+5% +$289 ﹤0.01% 1664
2024
Q1 		$6K Buy
695
+171
+33% +$1.38K ﹤0.01% 1684
2023
Q4 		$4K Buy
524
+12
+2% +$95 ﹤0.01% 1858
2023
Q3 		$4K Sell
512
-245
-32% -$2.02K ﹤0.01% 1817
2023
Q2 		$6K Buy
757
+197
+35% +$1.68K ﹤0.01% 1785
2023
Q1 		$5K Sell
560
-6
-1% -$53 ﹤0.01% 1628
2022
Q4 		$5K Buy
+566
New +$5.01K ﹤0.01% 1605
2022
Q3 		– Sell
-553
Closed -$5.54K – 2181
2022
Q2 		$5K Buy
553
+58
+12% +$618 ﹤0.01% 1543
2022
Q1 		$6K Buy
+495
New +$6.04K ﹤0.01% 1489

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

Bessemer Group's WIA Position: Q1 2025 in Review

Bessemer Group sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2025, closing a stake of 789 shares — an estimated $6K sold.

Bessemer Group first reported a position in WIA in Q1 2022 and held it in 11 quarters. The position peaked at $7K in Q3 2024. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2025.

  • Bessemer Group reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 789 Western Asset Inflation-Linked Income Fund shares in Q1 2025, an estimated $6K.
  • Bessemer Group first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2022 and held it in 11 quarters.
  • Bessemer Group's Western Asset Inflation-Linked Income Fund position peaked at $7K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.