Focus Partners Wealth’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Focus Partners Wealth’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	$1.08M	Buy	+133,147	New	+$1.08M	﹤0.01%	1624

Other funds holding WIA

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return

Focus Partners Wealth's WIA Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Western Asset Inflation-Linked Income Fund (WIA) in Q2 2026: 133,147 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

43 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Focus Partners Wealth held 133,147 shares of Western Asset Inflation-Linked Income Fund worth $1.08M as of Q2 2026.
Western Asset Inflation-Linked Income Fund was a new Focus Partners Wealth position in Q2 2026.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1624 holding.
43 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.