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 Q2	$16.3K	Hold	2,000	–	–	﹤0.01%	1632
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 $3.48B 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 $20.5B AUM 24.45% 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

Rothschild Investment LLC's WIA Position: Q2 2026 in Review

Rothschild Investment LLC held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q2 2026 at 2,000 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Rothschild Investment LLC first reported a position in WIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Rothschild Investment LLC held 2,000 shares of Western Asset Inflation-Linked Income Fund worth $16.3K as of Q2 2026.
Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #1632 holding.
Rothschild Investment LLC first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2023 and has held it in 11 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 Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.