Northwestern Mutual Wealth Management
WIA

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

Northwestern Mutual 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
Q1 		– Sell
-3,051
Closed -$25.2K – 4491
2025
Q4 		$25.2K Hold
3,051
– – ﹤0.01% 2650
2025
Q3 		$25.7K Buy
3,051
+102
+3% +$855 ﹤0.01% 2575
2025
Q2 		$24.8K Hold
2,949
– – ﹤0.01% 2501
2025
Q1 		$24.6K Hold
2,949
– – ﹤0.01% 2432
2024
Q4 		$23.6K Hold
2,949
– – ﹤0.01% 2446
2024
Q3 		$25.2K Hold
2,949
– – ﹤0.01% 2386
2024
Q2 		$23.6K Buy
2,949
+152
+5% +$1.22K ﹤0.01% 2339
2024
Q1 		$22.8K Hold
2,797
– – ﹤0.01% 2371
2023
Q4 		$22.7K Hold
2,797
– – ﹤0.01% 2355
2023
Q3 		$21.9K Hold
2,797
– – ﹤0.01% 2289
2023
Q2 		$23.1K Buy
2,797
+202
+8% +$1.73K ﹤0.01% 2265
2023
Q1 		$22.4K Hold
2,595
– – ﹤0.01% 2217
2022
Q4 		$22.3K Hold
2,595
– – ﹤0.01% 2214
2022
Q3 		$23K Hold
2,595
– – ﹤0.01% 2169
2022
Q2 		$25K Sell
2,595
-9,834
-79% -$105K ﹤0.01% 2159
2022
Q1 		$145K Hold
12,429
– – ﹤0.01% 1559
2021
Q4 		$165K Hold
12,429
– – ﹤0.01% 1514
2021
Q3 		$171K Buy
12,429
+1,120
+10% +$15.7K ﹤0.01% 1411
2021
Q2 		$159K Hold
11,309
– – ﹤0.01% 1411
2021
Q1 		$145K Sell
11,309
-4,495
-28% -$58K ﹤0.01% 1346
2020
Q4 		$215K Hold
15,804
– – ﹤0.01% 1124
2020
Q3 		$192K Sell
15,804
-635
-4% -$8K ﹤0.01% 1042
2020
Q2 		$194K Hold
16,439
– – ﹤0.01% 982
2020
Q1 		$173K Buy
16,439
+6,605
+67% +$78.2K ﹤0.01% 931
2019
Q4 		$119K Sell
9,834
-6,434
-40% -$76.4K ﹤0.01% 1152
2019
Q3 		$189K Hold
16,268
– – ﹤0.01% 915
2019
Q2 		$190K Sell
16,268
-413
-2% -$4.63K ﹤0.01% 906
2019
Q1 		$187K Buy
16,681
+4,905
+42% +$53.7K ﹤0.01% 884
2018
Q4 		$125K Buy
11,776
+1,942
+20% +$21K ﹤0.01% 934
2018
Q3 		$111K Sell
9,834
-1,131
-10% -$12.9K ﹤0.01% 1010
2018
Q2 		$125K Sell
10,965
-1,957
-15% -$22.3K ﹤0.01% 916
2018
Q1 		$149K Buy
12,922
+1,148
+10% +$13.4K ﹤0.01% 826
2017
Q4 		$139K Sell
11,774
-428
-4% -$4.95K ﹤0.01% 837
2017
Q3 		$141K Buy
12,202
+4
+0% +$46 ﹤0.01% 797
2017
Q2 		$138K Buy
12,198
+3
+0% +$34 ﹤0.01% 779
2017
Q1 		$140K Buy
12,195
+4
+0% +$46 ﹤0.01% 729
2016
Q4 		$140K Buy
+12,191
New +$138K ﹤0.01% 730
2016
Q3 		– Sell
-6,721
Closed -$77K – 1528
2016
Q2 		$77K Buy
6,721
+4,372
+186% +$49.8K ﹤0.01% 807
2016
Q1 		$27K Hold
2,349
– – ﹤0.01% 1087
2015
Q4 		$25K Buy
2,349
+1,940
+474% +$20.7K ﹤0.01% 948
2015
Q3 		$4K Hold
409
– – ﹤0.01% 1323
2015
Q2 		$5K Hold
409
– – ﹤0.01% 1135
2015
Q1 		$5K Hold
409
– – ﹤0.01% 1203
2014
Q4 		$5K Hold
409
– – ﹤0.01% 1305
2014
Q3 		$5K Hold
409
– – ﹤0.01% 1040
2014
Q2 		$5K Hold
409
– – ﹤0.01% 1028
2014
Q1 		$5K Hold
409
– – ﹤0.01% 996
2013
Q4 		$5K Hold
409
– – ﹤0.01% 1069
2013
Q3 		$5K Sell
409
-5,170
-93% -$60.5K ﹤0.01% 1024
2013
Q2 		$67K Buy
+5,579
New +$73K ﹤0.01% 501

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

Northwestern Mutual Wealth Management's WIA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2026, closing a stake of 3,051 shares — an estimated $25.2K sold.

Northwestern Mutual Wealth Management first reported a position in WIA in Q2 2013 and held it in 50 quarters. The position peaked at $215K in Q4 2020. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,051 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $25.2K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and held it in 50 quarters.
  • Northwestern Mutual Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $215K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.