Morgan Stanley
WIA

Morgan Stanley’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Morgan Stanley’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 		$743K Sell
91,963
-101,477
-52% -$834K ﹤0.01% 5288
2025
Q4 		$1.6M Buy
193,440
+27,696
+17% +$232K ﹤0.01% 4940
2025
Q3 		$1.4M Sell
165,744
-1,532
-0.9% -$12.8K ﹤0.01% 4987
2025
Q2 		$1.41M Sell
167,276
-47,413
-22% -$390K ﹤0.01% 4924
2025
Q1 		$1.79M Sell
214,689
-19,731
-8% -$162K ﹤0.01% 4677
2024
Q4 		$1.88M Sell
234,420
-43,967
-16% -$363K ﹤0.01% 4742
2024
Q3 		$2.38M Sell
278,387
-28,815
-9% -$236K ﹤0.01% 4523
2024
Q2 		$2.46M Sell
307,202
-3,647
-1% -$29.2K ﹤0.01% 4417
2024
Q1 		$2.53M Sell
310,849
-355,189
-53% -$2.87M ﹤0.01% 4424
2023
Q4 		$5.41M Buy
666,038
+287,228
+76% +$2.27M ﹤0.01% 4331
2023
Q3 		$2.96M Buy
378,810
+53,702
+17% +$443K ﹤0.01% 4104
2023
Q2 		$2.69M Sell
325,108
-25,718
-7% -$220K ﹤0.01% 4228
2023
Q1 		$3.03M Sell
350,826
-39,691
-10% -$349K ﹤0.01% 4178
2022
Q4 		$3.36M Sell
390,517
-234,590
-38% -$2.08M ﹤0.01% 4086
2022
Q3 		$5.59M Sell
625,107
-174,144
-22% -$1.75M ﹤0.01% 3586
2022
Q2 		$7.82M Sell
799,251
-233,842
-23% -$2.49M ﹤0.01% 3333
2022
Q1 		$12.1M Sell
1,033,093
-5,759
-0.6% -$70.2K ﹤0.01% 2689
2021
Q4 		$13.8M Buy
1,038,852
+83,978
+9% +$1.17M ﹤0.01% 2566
2021
Q3 		$13.2M Buy
954,874
+93,887
+11% +$1.31M ﹤0.01% 2575
2021
Q2 		$12.1M Buy
860,987
+71,135
+9% +$960K ﹤0.01% 2774
2021
Q1 		$10.1M Buy
789,852
+102,204
+15% +$1.32M ﹤0.01% 2634
2020
Q4 		$9.38M Buy
687,648
+147,258
+27% +$1.88M ﹤0.01% 2577
2020
Q3 		$6.58M Buy
540,390
+176,850
+49% +$2.23M ﹤0.01% 2442
2020
Q2 		$4.28M Buy
363,540
+78,759
+28% +$887K ﹤0.01% 2842
2020
Q1 		$2.99M Buy
284,781
+13,497
+5% +$160K ﹤0.01% 2972
2019
Q4 		$3.3M Buy
271,284
+6,337
+2% +$75.2K ﹤0.01% 3627
2019
Q3 		$3.07M Sell
264,947
-6,079
-2% -$70.5K ﹤0.01% 3399
2019
Q2 		$3.16M Buy
271,026
+1,852
+0.7% +$20.7K ﹤0.01% 3379
2019
Q1 		$3.02M Sell
269,174
-24,738
-8% -$271K ﹤0.01% 3215
2018
Q4 		$3.11M Sell
293,912
-121,313
-29% -$1.31M ﹤0.01% 3391
2018
Q3 		$4.68M Sell
415,225
-14,872
-3% -$169K ﹤0.01% 3254
2018
Q2 		$4.92M Sell
430,097
-68,111
-14% -$776K ﹤0.01% 3166
2018
Q1 		$5.74M Sell
498,208
-16,020
-3% -$187K ﹤0.01% 2875
2017
Q4 		$6.06M Sell
514,228
-49,247
-9% -$570K ﹤0.01% 2890
2017
Q3 		$6.51M Buy
563,475
+240
+0% +$2.75K ﹤0.01% 2693
2017
Q2 		$6.37M Sell
563,235
-83,063
-13% -$941K ﹤0.01% 2607
2017
Q1 		$7.44M Sell
646,298
-79,545
-11% -$907K ﹤0.01% 2491
2016
Q4 		$8.33M Buy
725,843
+110,123
+18% +$1.24M ﹤0.01% 2452
2016
Q3 		$7.05M Sell
615,720
-8,842
-1% -$102K ﹤0.01% 2331
2016
Q2 		$7.17M Buy
624,562
+42,941
+7% +$489K ﹤0.01% 2265
2016
Q1 		$6.63M Sell
581,621
-156,140
-21% -$1.67M ﹤0.01% 2252
2015
Q4 		$7.8M Buy
737,761
+132,769
+22% +$1.41M ﹤0.01% 2225
2015
Q3 		$6.38M Sell
604,992
-21,996
-4% -$241K ﹤0.01% 2428
2015
Q2 		$7.07M Buy
626,988
+209,855
+50% +$2.41M ﹤0.01% 2467
2015
Q1 		$4.81M Buy
417,133
+32,231
+8% +$374K ﹤0.01% 2794
2014
Q4 		$4.46M Sell
384,902
-5,130
-1% -$59.3K ﹤0.01% 2834
2014
Q3 		$4.5M Buy
390,032
+21,653
+6% +$260K ﹤0.01% 2721
2014
Q2 		$4.5M Buy
368,379
+21,771
+6% +$261K ﹤0.01% 2759
2014
Q1 		$4.04M Buy
346,608
+256
+0.1% +$2.96K ﹤0.01% 2777
2013
Q4 		$3.96M Sell
346,352
-36,884
-10% -$425K ﹤0.01% 2788
2013
Q3 		$4.46M Sell
383,236
-21,195
-5% -$248K ﹤0.01% 2537
2013
Q2 		$4.84M Buy
+404,431
New +$5.29M ﹤0.01% 2357

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 $21.8B AUM 28.57% 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

Morgan Stanley's WIA Position: Q1 2026 in Review

Morgan Stanley reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 52% in Q1 2026, selling an estimated $834K and leaving 91,963 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #5288.

Morgan Stanley first reported a position in WIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.8M in Q4 2021. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Morgan Stanley held 91,963 shares of Western Asset Inflation-Linked Income Fund worth $743K as of Q1 2026.
  • Morgan Stanley sold 101,477 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $834K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5288 holding.
  • Morgan Stanley first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Western Asset Inflation-Linked Income Fund position peaked at $13.8M in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.