Stifel Financial
WIA

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
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 $3.21B 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 $21.8B AUM 28.57% 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
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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Stifel Financial's WIA Position: Q1 2026 in Review

Stifel Financial reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 7.2% in Q1 2026, selling an estimated $104K and leaving 163,965 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Stifel Financial first reported a position in WIA in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.93M in Q3 2021. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Stifel Financial held 163,965 shares of Western Asset Inflation-Linked Income Fund worth $1.32M as of Q1 2026.
  • Stifel Financial sold 12,656 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $104K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2254 holding.
  • Stifel Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2017 and has held it in 34 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 Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.