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
Q2 		$206K Buy
25,370
+8,918
+54% +$72.5K ﹤0.01% 2364
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 $3.48B 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

&Partners's WIA Position: Q2 2026 in Review

&Partners increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 54% in Q2 2026, buying an estimated $72.5K and bringing the position to 25,370 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

&Partners first reported a position in WIA in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • &Partners held 25,370 shares of Western Asset Inflation-Linked Income Fund worth $206K as of Q2 2026.
  • &Partners bought 8,918 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $72.5K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2364 holding.
  • &Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.