Melfa Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Melfa Wealth 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 Q2	$100K	Hold	12,298	–	–	0.05%	194
2026 Q1	$99.4K	Hold	12,298	–	–	0.06%	191
2025 Q4	$102K	Hold	12,298	–	–	0.06%	199
2025 Q3	$104K	Hold	12,298	–	–	0.06%	192
2025 Q2	$103K	Hold	12,298	–	–	0.07%	195
2025 Q1	$103K	Hold	12,298	–	–	0.07%	194
2024 Q4	$98.4K	Hold	12,298	–	–	0.07%	196
2024 Q3	$105K	Hold	12,298	–	–	0.07%	193
2024 Q2	$98.5K	Hold	12,298	–	–	0.07%	192
2024 Q1	$100K	Hold	12,298	–	–	0.07%	186
2023 Q4	$99.9K	Hold	12,298	–	–	0.09%	136
2023 Q3	$96.2K	Hold	12,298	–	–	0.1%	131
2023 Q2	$102K	Hold	12,298	–	–	0.1%	134
2023 Q1	$106K	Hold	12,298	–	–	0.11%	131
2022 Q4	$106K	Buy	+12,298	New	+$109K	0.11%	127

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Melfa Wealth Management's WIA Position: Q2 2026 in Review

Melfa Wealth Management held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q2 2026 at 12,298 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #194.

Melfa Wealth Management first reported a position in WIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $106K in Q1 2023. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Melfa Wealth Management held 12,298 shares of Western Asset Inflation-Linked Income Fund worth $100K as of Q2 2026.
Melfa Wealth Management left its Western Asset Inflation-Linked Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Income Fund made up 0.05% of Melfa Wealth Management's portfolio in Q2 2026, its #194 holding.
Melfa Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $106K in Q1 2023.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.