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
Q2 		$267K Sell
32,791
-1,375
-4% -$11.2K 0.05% 151
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 $3.48B 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

Mezzasalma Advisors's WIA Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 4% in Q2 2026, selling an estimated $11.2K and leaving 32,791 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #151.

Mezzasalma Advisors first reported a position in WIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Mezzasalma Advisors held 32,791 shares of Western Asset Inflation-Linked Income Fund worth $267K as of Q2 2026.
  • Mezzasalma Advisors sold 1,375 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $11.2K.
  • Western Asset Inflation-Linked Income Fund made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #151 holding.
  • Mezzasalma Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.