MA
WIA

Mezzasalma Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Mezzasalma Advisors’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 		$276K Buy
34,166
+534
+2% +$4.39K 0.07% 130
2025
Q4 		$277K Buy
33,632
+525
+2% +$4.39K 0.07% 133
2025
Q3 		$279K Buy
33,107
+608
+2% +$5.09K 0.07% 132
2025
Q2 		$273K Buy
32,499
+604
+2% +$4.96K 0.08% 123
2025
Q1 		$266K Buy
31,895
+581
+2% +$4.76K 0.09% 125
2024
Q4 		$251K Buy
+31,314
New +$259K 0.08% 126

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

Mezzasalma Advisors's WIA Position: Q1 2026 in Review

Mezzasalma Advisors increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 1.6% in Q1 2026, buying an estimated $4.39K and bringing the position to 34,166 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #130.

Mezzasalma Advisors first reported a position in WIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $279K in Q3 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Mezzasalma Advisors held 34,166 shares of Western Asset Inflation-Linked Income Fund worth $276K as of Q1 2026.
  • Mezzasalma Advisors bought 534 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $4.39K.
  • Western Asset Inflation-Linked Income Fund made up 0.07% of Mezzasalma Advisors's portfolio in Q1 2026, its #130 holding.
  • Mezzasalma Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's Western Asset Inflation-Linked Income Fund position peaked at $279K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.