MCM
WIA

MAI Capital Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

MAI Capital 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
2025
Q1 		– Sell
-1,182
Closed -$9.46K – 3594
2024
Q4 		$9.46K Buy
+1,182
New +$9.76K ﹤0.01% 2532

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

MAI Capital Management's WIA Position: Q1 2025 in Review

MAI Capital Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2025, closing a stake of 1,182 shares — an estimated $9.46K sold.

MAI Capital Management first reported a position in WIA in Q4 2024 and held it in 1 quarter. The position peaked at $9.46K in Q4 2024. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2025.

  • MAI Capital Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 1,182 Western Asset Inflation-Linked Income Fund shares in Q1 2025, an estimated $9.46K.
  • MAI Capital Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Western Asset Inflation-Linked Income Fund position peaked at $9.46K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.