Raymond James Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Raymond James Financial’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	$290K	Hold	35,929	–	–	﹤0.01%	4675
2025 Q4	$297K	Hold	35,929	–	–	﹤0.01%	4579
2025 Q3	$303K	Sell	35,929 -500	-1%	-$4.19K	﹤0.01%	4406
2025 Q2	$306K	Sell	36,429 -3	-0%	-$25	﹤0.01%	4284
2025 Q1	$304K	Buy	36,432 +5,952	+20%	+$48.8K	﹤0.01%	4215
2024 Q4	$244K	Buy	+30,480	New	+$252K	﹤0.01%	4300

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Raymond James Financial's WIA Position: Q1 2026 in Review

Raymond James Financial held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2026 at 35,929 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #4675.

Raymond James Financial first reported a position in WIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q2 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Raymond James Financial held 35,929 shares of Western Asset Inflation-Linked Income Fund worth $290K as of Q1 2026.
Raymond James Financial left its Western Asset Inflation-Linked Income Fund share count unchanged in Q1 2026.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4675 holding.
Raymond James Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Western Asset Inflation-Linked Income Fund position peaked at $306K in Q2 2025.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.