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
Q2 		$577 Hold
71
– – ﹤0.01% 4586
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 $3.48B AUM 10.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AW
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
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
Stifel Financial
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Rockefeller Capital Management's WIA Position: Q2 2026 in Review

Rockefeller Capital Management held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q2 2026 at 71 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #4586.

Rockefeller Capital Management first reported a position in WIA in Q2 2022 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

  • Rockefeller Capital Management held 71 shares of Western Asset Inflation-Linked Income Fund worth $577 as of Q2 2026.
  • Rockefeller Capital Management left its Western Asset Inflation-Linked Income Fund share count unchanged in Q2 2026.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4586 holding.
  • Rockefeller Capital Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2022 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.