PAG
WIA

Private Advisor Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Private Advisor Group’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 		$2M Buy
246,350
+10,565
+4% +$85.8K 0.01% 1013
2026
Q1 		$1.91M Buy
235,785
+18,012
+8% +$148K 0.01% 1080
2025
Q4 		$1.8M Buy
217,773
+161,259
+285% +$1.35M 0.01% 1086
2025
Q3 		$476K Buy
+56,514
New +$474K ﹤0.01% 1800
2022
Q1 		– Sell
-10,390
Closed -$138K – 2296
2021
Q4 		$138K Hold
10,390
– – ﹤0.01% 1986
2021
Q3 		$143K Sell
10,390
-1,280
-11% -$17.9K ﹤0.01% 1918
2021
Q2 		$163K Hold
11,670
– – ﹤0.01% 1853
2021
Q1 		$149K Hold
11,670
– – ﹤0.01% 1776
2020
Q4 		$159K Sell
11,670
-84
-0.7% -$1.07K ﹤0.01% 1659
2020
Q3 		$143K Hold
11,754
– – ﹤0.01% 1453
2020
Q2 		$138K Sell
11,754
-27,880
-70% -$314K ﹤0.01% 1534
2020
Q1 		$417K Sell
39,634
-8,175
-17% -$96.8K 0.01% 952
2019
Q4 		$581K Buy
47,809
+2,577
+6% +$30.6K 0.01% 979
2019
Q3 		$529K Sell
45,232
-380
-0.8% -$4.41K 0.01% 1047
2019
Q2 		$531K Buy
45,612
+1,000
+2% +$11.2K 0.01% 1010
2019
Q1 		$500K Hold
44,612
– – 0.01% 970
2018
Q4 		$472K Buy
44,612
+3,765
+9% +$40.7K 0.01% 862
2018
Q3 		$460K Buy
40,847
+11,577
+40% +$132K 0.01% 1044
2018
Q2 		$335K Sell
29,270
-7,823
-21% -$89.1K 0.01% 934
2018
Q1 		$428K Buy
+37,093
New +$434K 0.02% 725

Other funds holding WIA

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Private Advisor Group's WIA Position: Q2 2026 in Review

Private Advisor Group increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 4.5% in Q2 2026, buying an estimated $85.8K and bringing the position to 246,350 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1013.

Private Advisor Group first reported a position in WIA in Q1 2018 and has held it in 20 quarters since. 13 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Private Advisor Group held 246,350 shares of Western Asset Inflation-Linked Income Fund worth $2M as of Q2 2026.
  • Private Advisor Group bought 10,565 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $85.8K.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1013 holding.
  • Private Advisor Group first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2018 and has held it in 20 quarters since.
  • 13 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.