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
Q2 		$1.34M Sell
165,070
-8,121
-5% -$66K 0.01% 1165
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 $3.48B 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Concepts's WIA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 4.7% in Q2 2026, selling an estimated $66K and leaving 165,070 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1165.

Integrated Wealth Concepts first reported a position in WIA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q1 2023. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Integrated Wealth Concepts held 165,070 shares of Western Asset Inflation-Linked Income Fund worth $1.34M as of Q2 2026.
  • Integrated Wealth Concepts sold 8,121 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $66K.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1165 holding.
  • Integrated Wealth Concepts first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Western Asset Inflation-Linked Income Fund position peaked at $2.23M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

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