IWC
WIA

Integrated Wealth Concepts’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Integrated Wealth Concepts’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 		$1.4M Sell
173,191
-9,910
-5% -$81.5K 0.01% 929
2025
Q4 		$1.51M Sell
183,101
-5,712
-3% -$47.7K 0.02% 609
2025
Q3 		$1.59M Sell
188,813
-4,241
-2% -$35.5K 0.01% 773
2025
Q2 		$1.62M Sell
193,054
-3,365
-2% -$27.6K 0.02% 697
2025
Q1 		$1.64M Sell
196,419
-3,257
-2% -$26.7K 0.02% 631
2024
Q4 		$1.6M Sell
199,676
-25,473
-11% -$210K 0.02% 639
2024
Q3 		$1.93M Sell
225,149
-5,270
-2% -$43.1K 0.02% 562
2024
Q2 		$1.85M Sell
230,419
-12,379
-5% -$99.2K 0.03% 529
2024
Q1 		$1.98M Sell
242,798
-7,880
-3% -$63.8K 0.03% 521
2023
Q4 		$2.04M Buy
250,678
+3,309
+1% +$26.2K 0.03% 475
2023
Q3 		$1.93M Sell
247,369
-1,395
-0.6% -$11.5K 0.03% 466
2023
Q2 		$2.05M Sell
248,764
-8,861
-3% -$75.7K 0.04% 451
2023
Q1 		$2.23M Buy
257,625
+7,418
+3% +$65.2K 0.05% 368
2022
Q4 		$2.15M Buy
250,207
+22,190
+10% +$196K 0.06% 302
2022
Q3 		$2.04M Buy
228,017
+20,119
+10% +$202K 0.07% 278
2022
Q2 		$2.03M Buy
+207,898
New +$2.21M 0.06% 278

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.61B AUM 33.09% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return