Focus Partners Wealth
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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
Q3 		$1.4M Buy
183,726
+50,579
+38% +$401K ﹤0.01% 1518
2026
Q2 		$1.08M Buy
+133,147
New +$1.08M ﹤0.01% 1624

Other funds holding WIA

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return
Roberts, Glore & Co
Roberts, Glore & Co Deerfield, Illinois $416M AUM 21.8% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Focus Partners Wealth's WIA Position: Q3 2026 in Review

Focus Partners Wealth increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 38% in Q3 2026, buying an estimated $401K and bringing the position to 183,726 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Focus Partners Wealth first reported a position in WIA in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold WIA as of Q3 2026.

  • Focus Partners Wealth held 183,726 shares of Western Asset Inflation-Linked Income Fund worth $1.4M as of Q3 2026.
  • Focus Partners Wealth bought 50,579 Western Asset Inflation-Linked Income Fund shares in Q3 2026, an estimated $401K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #1518 holding.
  • Focus Partners Wealth first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.