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
Q2 		$362K Buy
44,555
+11,139
+33% +$90.5K ﹤0.01% 5301
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 $3.48B 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

LPL Financial's WIA Position: Q2 2026 in Review

LPL Financial increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 33% in Q2 2026, buying an estimated $90.5K and bringing the position to 44,555 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #5301.

LPL Financial first reported a position in WIA in Q2 2013 and has held it in 16 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • LPL Financial held 44,555 shares of Western Asset Inflation-Linked Income Fund worth $362K as of Q2 2026.
  • LPL Financial bought 11,139 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $90.5K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5301 holding.
  • LPL Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and has held it in 16 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.