Envestnet Asset Management
WIA

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

Envestnet Asset 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 		$206K Buy
25,370
+8,917
+54% +$72.4K ﹤0.01% 4632
2026
Q1 		$133K Buy
16,453
+6,147
+60% +$50.5K ﹤0.01% 4586
2025
Q4 		$85.2K Buy
+10,306
New +$86.1K ﹤0.01% 4385
2018
Q3 		– Sell
-2
Closed – – 2624
2018
Q2 		$0 Hold
2
– – ﹤0.01% 2902
2018
Q1 		$0 Hold
2
– – ﹤0.01% 2962
2017
Q4 		$0 Hold
2
– – ﹤0.01% 3009
2017
Q3 		$0 Hold
2
– – ﹤0.01% 3051
2017
Q2 		$0 Hold
2
– – ﹤0.01% 3139
2017
Q1 		$0 Buy
+2
New +$23 ﹤0.01% 3174

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

Envestnet Asset Management's WIA Position: Q2 2026 in Review

Envestnet Asset Management increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 54% in Q2 2026, buying an estimated $72.4K and bringing the position to 25,370 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #4632.

Envestnet Asset Management first reported a position in WIA in Q1 2017 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Envestnet Asset Management held 25,370 shares of Western Asset Inflation-Linked Income Fund worth $206K as of Q2 2026.
  • Envestnet Asset Management bought 8,917 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $72.4K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4632 holding.
  • Envestnet Asset Management first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2017 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.