Stifel Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Stifel Financial’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	$1.43M	Buy	175,858 +11,893	+7%	+$96.6K	﹤0.01%	2327
2026 Q1	$1.32M	Sell	163,965 -12,656	-7%	-$104K	﹤0.01%	2254
2025 Q4	$1.46M	Buy	176,621 +261	+0.1%	+$2.18K	﹤0.01%	2172
2025 Q3	$1.48M	Buy	176,360 +2,518	+1%	+$21.1K	﹤0.01%	2123
2025 Q2	$1.46M	Sell	173,842 -5,249	-3%	-$43.1K	﹤0.01%	2067
2025 Q1	$1.49M	Buy	179,091 +1,464	+0.8%	+$12K	﹤0.01%	1967
2024 Q4	$1.42M	Sell	177,627 -29,695	-14%	-$245K	﹤0.01%	2019
2024 Q3	$1.77M	Sell	207,322 -15,393	-7%	-$126K	﹤0.01%	1858
2024 Q2	$1.78M	Buy	222,715 +6,356	+3%	+$50.9K	﹤0.01%	1796
2024 Q1	$1.76M	Buy	216,359 +22,662	+12%	+$183K	﹤0.01%	1809
2023 Q4	$1.57M	Sell	193,697 -42,393	-18%	-$335K	﹤0.01%	1833
2023 Q3	$1.85M	Buy	236,090 +27,754	+13%	+$229K	﹤0.01%	1643
2023 Q2	$1.72M	Sell	208,336 -12,773	-6%	-$109K	﹤0.01%	1734
2023 Q1	$1.91M	Sell	221,109 -11,514	-5%	-$101K	﹤0.01%	1595
2022 Q4	$2M	Sell	232,623 -22,273	-9%	-$197K	﹤0.01%	1522
2022 Q3	$2.28M	Buy	254,896 +90,682	+55%	+$909K	﹤0.01%	1376
2022 Q2	$1.61M	Sell	164,214 -232,966	-59%	-$2.48M	﹤0.01%	1648
2022 Q1	$4.65M	Buy	397,180 +40,227	+11%	+$491K	0.01%	1095
2021 Q4	$4.73M	Sell	356,953 -729	-0.2%	-$10.1K	0.01%	1098
2021 Q3	$4.93M	Buy	357,682 +11,887	+3%	+$166K	0.01%	1029
2021 Q2	$4.84M	Buy	345,795 +43,057	+14%	+$581K	0.01%	1036
2021 Q1	$3.87M	Buy	302,738 +22,493	+8%	+$290K	0.01%	1105
2020 Q4	$3.82M	Sell	280,245 -99,708	-26%	-$1.27M	0.01%	1006
2020 Q3	$4.63M	Sell	379,953 -9,850	-3%	-$124K	0.01%	805
2020 Q2	$4.59M	Buy	389,803 +2,539	+0.7%	+$28.6K	0.01%	761
2020 Q1	$4.07M	Buy	387,264 +149,997	+63%	+$1.78M	0.01%	734
2019 Q4	$2.88M	Buy	237,267 +80,979	+52%	+$961K	0.01%	1125
2019 Q3	$1.81M	Buy	156,288 +8,270	+6%	+$95.9K	﹤0.01%	1382
2019 Q2	$1.72M	Buy	148,018 +3,956	+3%	+$44.3K	﹤0.01%	1452
2019 Q1	$1.61M	Sell	144,062 -6,164	-4%	-$67.5K	﹤0.01%	1369
2018 Q4	$1.59M	Buy	150,226 +91,278	+155%	+$986K	0.01%	1273
2018 Q3	$664K	Buy	58,948 +4,139	+8%	+$47.1K	﹤0.01%	1945
2018 Q2	$630K	Buy	54,809 +38,217	+230%	+$435K	﹤0.01%	1897
2018 Q1	$192K	Buy	16,592 +1,000	+6%	+$11.7K	﹤0.01%	2481
2017 Q4	$185K	Buy	+15,592	New	+$180K	﹤0.01%	2462

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial's WIA Position: Q2 2026 in Review

Stifel Financial increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 7.3% in Q2 2026, buying an estimated $96.6K and bringing the position to 175,858 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Stifel Financial first reported a position in WIA in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.93M in Q3 2021. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Stifel Financial held 175,858 shares of Western Asset Inflation-Linked Income Fund worth $1.43M as of Q2 2026.
Stifel Financial bought 11,893 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $96.6K.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2327 holding.
Stifel Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2017 and has held it in 35 quarters since.
Stifel Financial's Western Asset Inflation-Linked Income Fund position peaked at $4.93M in Q3 2021.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.