LPL Financial
WIA

LPL Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

LPL Financial’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 		$270K Sell
33,416
-1,544
-4% -$12.7K ﹤0.01% 5264
2025
Q4 		$289K Buy
34,960
+1,631
+5% +$13.6K ﹤0.01% 5165
2025
Q3 		$281K Buy
33,329
+510
+2% +$4.27K ﹤0.01% 5100
2025
Q2 		$276K Buy
32,819
+2,058
+7% +$16.9K ﹤0.01% 4834
2025
Q1 		$257K Buy
+30,761
New +$252K ﹤0.01% 4682
2015
Q4 		– Sell
-12,063
Closed -$127K – 3252
2015
Q3 		$127K Sell
12,063
-1,309
-10% -$14.3K ﹤0.01% 2620
2015
Q2 		$150K Buy
13,372
+275
+2% +$3.15K ﹤0.01% 2696
2015
Q1 		$152K Hold
13,097
– – ﹤0.01% 2616
2014
Q4 		$152K Sell
13,097
-778
-6% -$8.99K ﹤0.01% 2563
2014
Q3 		$161K Buy
13,875
+800
+6% +$9.61K ﹤0.01% 2525
2014
Q2 		$160K Sell
13,075
-2,420
-16% -$29K ﹤0.01% 2539
2014
Q1 		$181K Buy
15,495
+1,100
+8% +$12.7K ﹤0.01% 2475
2013
Q4 		$164K Sell
14,395
-7,628
-35% -$87.9K ﹤0.01% 2492
2013
Q3 		$252K Sell
22,023
-6,166
-22% -$72.2K ﹤0.01% 2145
2013
Q2 		$337K Buy
+28,189
New +$369K ﹤0.01% 1825

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 $12.9B 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

LPL Financial's WIA Position: Q1 2026 in Review

LPL Financial reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 4.4% in Q1 2026, selling an estimated $12.7K and leaving 33,416 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #5264.

LPL Financial first reported a position in WIA in Q2 2013 and has held it in 15 quarters since. The position peaked at $337K in Q2 2013. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • LPL Financial held 33,416 shares of Western Asset Inflation-Linked Income Fund worth $270K as of Q1 2026.
  • LPL Financial sold 1,544 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $12.7K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5264 holding.
  • LPL Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and has held it in 15 quarters since.
  • LPL Financial's Western Asset Inflation-Linked Income Fund position peaked at $337K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.