Capstone Investment Advisors
WIA

Capstone Investment Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Capstone Investment Advisors’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 		$271K Hold
33,548
– – ﹤0.01% 1406
2025
Q4 		$277K Hold
33,548
– – ﹤0.01% 1390
2025
Q3 		$282K Hold
33,548
– – ﹤0.01% 1673
2025
Q2 		$282K Hold
33,548
– – ﹤0.01% 1404
2025
Q1 		$280K Hold
33,548
– – ﹤0.01% 1207
2024
Q4 		$268K Hold
33,548
– – ﹤0.01% 1510
2024
Q3 		$287K Buy
+33,548
New +$275K ﹤0.01% 1432

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 $72.7B AUM 26.4% 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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Capstone Investment Advisors's WIA Position: Q1 2026 in Review

Capstone Investment Advisors held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2026 at 33,548 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Capstone Investment Advisors first reported a position in WIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $287K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Capstone Investment Advisors held 33,548 shares of Western Asset Inflation-Linked Income Fund worth $271K as of Q1 2026.
  • Capstone Investment Advisors left its Western Asset Inflation-Linked Income Fund share count unchanged in Q1 2026.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1406 holding.
  • Capstone Investment Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Capstone Investment Advisors's Western Asset Inflation-Linked Income Fund position peaked at $287K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.