PWPS
WIA

Pinnacle Wealth Planning Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Pinnacle Wealth Planning Services’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
-55
Closed -$455 – 2865
2025
Q4 		$455 Buy
+55
New +$460 ﹤0.01% 2657
2021
Q1 		– Sell
-494
Closed -$7K – 1944
2020
Q4 		$7K Buy
+494
New +$6.3K ﹤0.01% 1551

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

Pinnacle Wealth Planning Services's WIA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2026, closing a stake of 55 shares — an estimated $455 sold.

Pinnacle Wealth Planning Services first reported a position in WIA in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 55 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $455.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Western Asset Inflation-Linked Income Fund position peaked at $7K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.