DWM
WIA

Dakota Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Dakota Wealth Management’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 		$840K Sell
103,289
-454
-0.4% -$3.69K 0.02% 466
2026
Q1 		$838K Buy
103,743
+950
+0.9% +$7.81K 0.02% 432
2025
Q4 		$850K Buy
102,793
+1,350
+1% +$11.3K 0.02% 437
2025
Q3 		$854K Sell
101,443
-8,600
-8% -$72.1K 0.02% 379
2025
Q2 		$924K Buy
110,043
+3,575
+3% +$29.4K 0.02% 395
2025
Q1 		$888K Hold
106,468
– – 0.02% 392
2024
Q4 		$852K Hold
106,468
– – 0.02% 393
2024
Q3 		$910K Buy
106,468
+850
+0.8% +$6.96K 0.02% 389
2024
Q2 		$846K Buy
105,618
+400
+0.4% +$3.21K 0.02% 401
2024
Q1 		$856K Hold
105,218
– – 0.02% 389
2023
Q4 		$854K Buy
105,218
+9,100
+9% +$72K 0.03% 336
2023
Q3 		$752K Buy
96,118
+8,098
+9% +$66.7K 0.03% 332
2023
Q2 		$727K Buy
88,020
+3,200
+4% +$27.4K 0.03% 307
2023
Q1 		$734K Buy
84,820
+2,225
+3% +$19.6K 0.05% 290
2022
Q4 		$711K Buy
82,595
+20,944
+34% +$185K 0.05% 278
2022
Q3 		$552K Hold
61,651
– – 0.04% 324
2022
Q2 		$603K Sell
61,651
-1,786
-3% -$19K 0.06% 253
2022
Q1 		$742K Sell
63,437
-1,117
-2% -$13.6K 0.06% 231
2021
Q4 		$855K Sell
64,554
-2,250
-3% -$31.3K 0.09% 172
2021
Q3 		$921K Hold
66,804
– – 0.11% 166
2021
Q2 		$935K Sell
66,804
-725
-1% -$9.78K 0.11% 157
2021
Q1 		$864K Hold
67,529
– – 0.11% 157
2020
Q4 		$921K Sell
67,529
-28,896
-30% -$369K 0.12% 155
2020
Q3 		$1.17M Sell
96,425
-675
-0.7% -$8.5K 0.19% 109
2020
Q2 		$1.14M Buy
97,100
+1,350
+1% +$15.2K 0.2% 114
2020
Q1 		$1.01M Buy
95,750
+46,050
+93% +$545K 0.22% 102
2019
Q4 		$604K Buy
49,700
+38,650
+350% +$459K 0.1% 175
2019
Q3 		$128K Buy
+11,050
New +$128K 0.02% 300

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 $15.3B AUM 25.33% 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

Dakota Wealth Management's WIA Position: Q2 2026 in Review

Dakota Wealth Management reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 0.44% in Q2 2026, selling an estimated $3.69K and leaving 103,289 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #466.

Dakota Wealth Management first reported a position in WIA in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.17M in Q3 2020. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Dakota Wealth Management held 103,289 shares of Western Asset Inflation-Linked Income Fund worth $840K as of Q2 2026.
  • Dakota Wealth Management sold 454 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $3.69K.
  • Western Asset Inflation-Linked Income Fund made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Dakota Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2019 and has held it in 28 quarters since.
  • Dakota Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $1.17M in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.