KIM
WIA

Karpus Investment Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Karpus Investment Management’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 		$67.4M Buy
8,346,410
+202,814
+2% +$1.67M 2.1% 9
2025
Q4 		$67.3M Buy
8,143,596
+296,660
+4% +$2.48M 2.07% 10
2025
Q3 		$66.1M Sell
7,846,936
-230,342
-3% -$1.93M 2.09% 10
2025
Q2 		$67.8M Buy
8,077,278
+271,923
+3% +$2.23M 2.19% 9
2025
Q1 		$65.1M Buy
7,805,355
+62,285
+0.8% +$510K 2.11% 9
2024
Q4 		$61.9M Buy
7,743,070
+93,722
+1% +$774K 1.83% 11
2024
Q3 		$65.4M Buy
7,649,348
+294,088
+4% +$2.41M 1.82% 11
2024
Q2 		$58.9M Buy
7,355,260
+74,848
+1% +$600K 1.66% 13
2024
Q1 		$59.3M Buy
7,280,412
+135,330
+2% +$1.1M 1.71% 13
2023
Q4 		$58M Buy
7,145,082
+239,679
+3% +$1.9M 1.77% 13
2023
Q3 		$54M Buy
6,905,403
+303,207
+5% +$2.5M 1.82% 11
2023
Q2 		$54.5M Buy
6,602,196
+469,202
+8% +$4.01M 1.71% 11
2023
Q1 		$53.1M Buy
6,132,994
+220,564
+4% +$1.94M 1.66% 9
2022
Q4 		$50.9M Buy
5,912,430
+2,284,668
+63% +$20.2M 1.72% 9
2022
Q3 		$32.5M Sell
3,627,762
-39,138
-1% -$392K 1.14% 10
2022
Q2 		$35.9M Buy
3,666,900
+36,837
+1% +$392K 1.21% 11
2022
Q1 		$42.5M Sell
3,630,063
-77,429
-2% -$944K 1.29% 12
2021
Q4 		$49.1M Sell
3,707,492
-883,667
-19% -$12.3M 1.41% 10
2021
Q3 		$63.3M Sell
4,591,159
-145,930
-3% -$2.04M 1.88% 11
2021
Q2 		$66.3M Sell
4,737,089
-273,613
-5% -$3.69M 1.97% 10
2021
Q1 		$64.1M Sell
5,010,702
-49,024
-1% -$632K 1.94% 9
2020
Q4 		$69M Sell
5,059,726
-2,811,121
-36% -$35.9M 2.17% 13
2020
Q3 		$95.9M Buy
7,870,847
+95,082
+1% +$1.2M 3.47% 5
2020
Q2 		$91.6M Buy
7,775,765
+981,603
+14% +$11.1M 3.47% 6
2020
Q1 		$71.4M Buy
6,794,162
+2,213,209
+48% +$26.2M 2.74% 8
2019
Q4 		$55.7M Buy
4,580,953
+1,332,313
+41% +$15.8M 1.86% 14
2019
Q3 		$37.7M Buy
3,248,640
+2,929,157
+917% +$34M 1.44% 16
2019
Q2 		$3.72M Buy
319,483
+37,100
+13% +$416K 0.14% 106
2019
Q1 		$3.13M Buy
282,383
+163,633
+138% +$1.79M 0.11% 119
2018
Q4 		$1.26M Hold
118,750
– – 0.05% 142
2018
Q3 		$1.34M Hold
118,750
– – 0.05% 124
2018
Q2 		$1.36M Hold
118,750
– – 0.06% 109
2018
Q1 		$1.37M Hold
118,750
– – 0.06% 106
2017
Q4 		$1.4M Buy
118,750
+18,750
+19% +$217K 0.06% 100
2017
Q3 		$1.16M Buy
+100,000
New +$1.14M 0.06% 98
2016
Q3 		– Sell
-259,096
Closed -$2.97M – 163
2016
Q2 		$2.97M Sell
259,096
-1,288
-0.5% -$14.7K 0.15% 97
2016
Q1 		$2.97M Hold
260,384
– – 0.13% 107
2015
Q4 		$2.75M Sell
260,384
-308,698
-54% -$3.29M 0.12% 115
2015
Q3 		$6M Sell
569,082
-308,128
-35% -$3.37M 0.28% 87
2015
Q2 		$9.89M Buy
877,210
+13,712
+2% +$157K 0.46% 65
2015
Q1 		$9.96M Sell
863,498
-11,875
-1% -$138K 0.46% 69
2014
Q4 		$10.2M Sell
875,373
-87,897
-9% -$1.02M 0.48% 62
2014
Q3 		$11.1M Sell
963,270
-38,302
-4% -$460K 0.54% 56
2014
Q2 		$12.2M Buy
1,001,572
+64,909
+7% +$779K 0.59% 54
2014
Q1 		$10.9M Buy
936,663
+197,647
+27% +$2.28M 0.57% 54
2013
Q4 		$8.44M Buy
739,016
+322,599
+77% +$3.72M 0.47% 61
2013
Q3 		$4.85M Buy
416,417
+71,463
+21% +$836K 0.31% 65
2013
Q2 		$4.13M Buy
+344,954
New +$4.51M 0.29% 62

Other funds holding WIA

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 $12.9B 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Karpus Investment Management's WIA Position: Q1 2026 in Review

Karpus Investment Management increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 2.5% in Q1 2026, buying an estimated $1.67M and bringing the position to 8,346,410 shares worth $67.4M. The position accounts for 2.1% of the portfolio, ranked #9.

Karpus Investment Management first reported a position in WIA in Q2 2013 and has held it in 48 quarters since. The position peaked at $95.9M in Q3 2020. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Karpus Investment Management held 8,346,410 shares of Western Asset Inflation-Linked Income Fund worth $67.4M as of Q1 2026.
  • Karpus Investment Management bought 202,814 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $1.67M.
  • Western Asset Inflation-Linked Income Fund made up 2.1% of Karpus Investment Management's portfolio in Q1 2026, its #9 holding.
  • Karpus Investment Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and has held it in 48 quarters since.
  • Karpus Investment Management's Western Asset Inflation-Linked Income Fund position peaked at $95.9M in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.