Steward Partners Investment Advisory’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Steward Partners Investment Advisory’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	$42K	Hold	5,200	–	–	﹤0.01%	2879
2025 Q4	$43K	Hold	5,200	–	–	﹤0.01%	2752
2025 Q3	$43.8K	Hold	5,200	–	–	﹤0.01%	2674
2025 Q2	$43.7K	Hold	5,200	–	–	﹤0.01%	2544
2025 Q1	$43.4K	Hold	5,200	–	–	﹤0.01%	2459
2024 Q4	$41.6K	Buy	5,200 +1,243	+31%	+$10.3K	﹤0.01%	2435
2024 Q3	$33.8K	Buy	3,957 +257	+7%	+$2.1K	﹤0.01%	2427
2024 Q2	$29.6K	Hold	3,700	–	–	﹤0.01%	2352
2024 Q1	$30.1K	Hold	3,700	–	–	﹤0.01%	2341
2023 Q4	$30K	Buy	3,700 +2,100	+131%	+$16.6K	﹤0.01%	2205
2023 Q3	$12.5K	Hold	1,600	–	–	﹤0.01%	2504
2023 Q2	$13.2K	Hold	1,600	–	–	﹤0.01%	2475
2023 Q1	$13.8K	Buy	+1,600	New	+$14.1K	﹤0.01%	2413
2021 Q2	–	Sell	-1	Closed	-$13	–	7431
2021 Q1	$13	Buy	+1	New	+$13	﹤0.01%	3404
2018 Q4	–	Sell	-7	Closed	–	–	2159
2018 Q3	$0	Buy	+7	New	+$80	﹤0.01%	2717
2017 Q3	–	Sell	-857	Closed	-$9K	–	1772
2017 Q2	$9K	Hold	857	–	–	﹤0.01%	1083
2017 Q1	$9K	Hold	857	–	–	﹤0.01%	977
2016 Q4	$9K	Buy	+857	New	+$9.68K	﹤0.01%	582

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Steward Partners Investment Advisory's WIA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2026 at 5,200 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Steward Partners Investment Advisory first reported a position in WIA in Q4 2016 and has held it in 18 quarters since. The position peaked at $43.8K in Q3 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Steward Partners Investment Advisory held 5,200 shares of Western Asset Inflation-Linked Income Fund worth $42K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #2879 holding.
Steward Partners Investment Advisory first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2016 and has held it in 18 quarters since.
Steward Partners Investment Advisory's Western Asset Inflation-Linked Income Fund position peaked at $43.8K in Q3 2025.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.