Flagship Harbor Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Flagship Harbor 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	–	Sell	-56	Closed	-$467	–	2194
2025 Q4	$467	Buy	+56	New	+$468	﹤0.01%	2057
2020 Q4	–	Sell	-354	Closed	-$4K	–	1765
2020 Q3	$4K	Hold	354	–	–	﹤0.01%	1612
2020 Q2	$4K	Hold	354	–	–	﹤0.01%	1670
2020 Q1	$4K	Sell	354 -650	-65%	-$7.69K	﹤0.01%	1503
2019 Q4	$12K	Hold	1,004	–	–	﹤0.01%	1290
2019 Q3	$11K	Hold	1,004	–	–	﹤0.01%	1273
2019 Q2	$11K	Hold	1,004	–	–	﹤0.01%	1277
2019 Q1	$11K	Buy	1,004 +4	+0.4%	+$44	﹤0.01%	1279
2018 Q4	$10K	Hold	1,000	–	–	﹤0.01%	1239
2018 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1392
2018 Q2	$11K	Buy	+1,000	New	+$11.4K	﹤0.01%	1349

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Flagship Harbor Advisors's WIA Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2026, closing a stake of 56 shares — an estimated $467 sold.

Flagship Harbor Advisors first reported a position in WIA in Q2 2018 and held it in 11 quarters. The position peaked at $12K in Q4 2019. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Flagship Harbor Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 56 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $467.
Flagship Harbor Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's Western Asset Inflation-Linked Income Fund position peaked at $12K in Q4 2019.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.