QWM
WIA

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
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 $3.21B 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

Quadcap Wealth Management's WIA Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 25% in Q1 2026, selling an estimated $80.4K and leaving 28,670 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #351.

Quadcap Wealth Management first reported a position in WIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $379K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Quadcap Wealth Management held 28,670 shares of Western Asset Inflation-Linked Income Fund worth $232K as of Q1 2026.
  • Quadcap Wealth Management sold 9,775 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $80.4K.
  • Western Asset Inflation-Linked Income Fund made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Quadcap Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2023 and has held it in 10 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 Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.