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

Quadcap 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 Q2	$222K	Sell	27,245 -1,425	-5%	-$11.6K	0.02%	388
2026 Q1	$232K	Sell	28,670 -9,775	-25%	-$80.4K	0.03%	351
2025 Q4	$318K	Sell	38,445 -25	-0.1%	-$209	0.04%	312
2025 Q3	$324K	Sell	38,470 -3,375	-8%	-$28.3K	0.04%	313
2025 Q2	$351K	Sell	41,845 -2,500	-6%	-$20.5K	0.04%	298
2025 Q1	$370K	Hold	44,345	–	–	0.05%	281
2024 Q4	$355K	Hold	44,345	–	–	0.05%	285
2024 Q3	$379K	Hold	44,345	–	–	0.06%	280
2024 Q2	$355K	Hold	44,345	–	–	0.06%	284
2024 Q1	$361K	Sell	44,345 -2,050	-4%	-$16.6K	0.08%	247
2023 Q4	$377K	Buy	+46,395	New	+$367K	0.1%	242

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Quadcap Wealth Management's WIA Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 5% in Q2 2026, selling an estimated $11.6K and leaving 27,245 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #388.

Quadcap Wealth Management first reported a position in WIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $379K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Quadcap Wealth Management held 27,245 shares of Western Asset Inflation-Linked Income Fund worth $222K as of Q2 2026.
Quadcap Wealth Management sold 1,425 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $11.6K.
Western Asset Inflation-Linked Income Fund made up 0.02% of Quadcap Wealth Management's portfolio in Q2 2026, its #388 holding.
Quadcap Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $379K in Q3 2024.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.