RIL
WIA

Rothschild Investment LLC’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Rothschild Investment LLC’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 		$16.2K Hold
2,000
– – ﹤0.01% 1499
2025
Q4 		$16.5K Hold
2,000
– – ﹤0.01% 1385
2025
Q3 		$16.8K Hold
2,000
– – ﹤0.01% 1283
2025
Q2 		$16.8K Hold
2,000
– – ﹤0.01% 1058
2025
Q1 		$16.7K Hold
2,000
– – ﹤0.01% 1050
2024
Q4 		$16K Hold
2,000
– – ﹤0.01% 1057
2024
Q3 		$17.1K Hold
2,000
– – ﹤0.01% 1032
2024
Q2 		$16K Hold
2,000
– – ﹤0.01% 1021
2024
Q1 		$16.3K Hold
2,000
– – ﹤0.01% 968
2023
Q4 		$16.2K Buy
+2,000
New +$15.8K ﹤0.01% 904

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

Rothschild Investment LLC's WIA Position: Q1 2026 in Review

Rothschild Investment LLC held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2026 at 2,000 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Rothschild Investment LLC first reported a position in WIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.1K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Rothschild Investment LLC held 2,000 shares of Western Asset Inflation-Linked Income Fund worth $16.2K as of Q1 2026.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q1 2026, its #1499 holding.
  • Rothschild Investment LLC first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Western Asset Inflation-Linked Income Fund position peaked at $17.1K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.