P
WIA

&Partners’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

&Partners’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 		$133K Buy
16,452
+6,146
+60% +$50.5K ﹤0.01% 2315
2025
Q4 		$85.2K Buy
+10,306
New +$86.1K ﹤0.01% 2220

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

&Partners's WIA Position: Q1 2026 in Review

&Partners increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 60% in Q1 2026, buying an estimated $50.5K and bringing the position to 16,452 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

&Partners first reported a position in WIA in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • &Partners held 16,452 shares of Western Asset Inflation-Linked Income Fund worth $133K as of Q1 2026.
  • &Partners bought 6,146 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $50.5K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2315 holding.
  • &Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.