Rockefeller Capital Management
WIA

Rockefeller Capital Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Rockefeller Capital 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 		$574 Buy
+71
New +$584 ﹤0.01% 4551
2022
Q3 		– Sell
-20
Closed – – 4423
2022
Q2 		$0 Buy
+20
New +$213 ﹤0.01% 4422

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

Rockefeller Capital Management's WIA Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in Western Asset Inflation-Linked Income Fund (WIA) in Q1 2026: 71 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #4551 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in WIA as recently as Q2 2022.

Rockefeller Capital Management first reported a position in WIA in Q2 2022 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Rockefeller Capital Management held 71 shares of Western Asset Inflation-Linked Income Fund worth $574 as of Q1 2026.
  • Western Asset Inflation-Linked Income Fund was a new Rockefeller Capital Management position in Q1 2026.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4551 holding.
  • Rockefeller Capital Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2022 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.