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 Q2	$150K	Sell	18,429 -17,500	-49%	-$142K	﹤0.01%	5112
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 $3.48B 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 $15.3B AUM 25.33% 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

Raymond James Financial's WIA Position: Q2 2026 in Review

Raymond James Financial reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 49% in Q2 2026, selling an estimated $142K and leaving 18,429 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #5112.

Raymond James Financial first reported a position in WIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q2 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Raymond James Financial held 18,429 shares of Western Asset Inflation-Linked Income Fund worth $150K as of Q2 2026.
Raymond James Financial sold 17,500 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $142K.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5112 holding.
Raymond James Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.