TCA
WIA

Transcend Capital Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Transcend Capital Advisors’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
2025
Q2 		– Sell
-19,150
Closed -$160K – 718
2025
Q1 		$160K Buy
+19,150
New +$157K 0.01% 581
2024
Q4 		– Sell
-10,975
Closed -$93.8K – 642
2024
Q3 		$93.8K Sell
10,975
-225
-2% -$1.84K 0.01% 607
2024
Q2 		$89.7K Sell
11,200
-6,760
-38% -$54.2K 0.01% 586
2024
Q1 		$146K Buy
17,960
+2,400
+15% +$19.4K 0.01% 512
2023
Q4 		$126K Sell
15,560
-22,206
-59% -$176K 0.01% 488
2023
Q3 		$295K Buy
37,766
+182
+0.5% +$1.5K 0.03% 375
2023
Q2 		$310K Sell
37,584
-4,070
-10% -$34.8K 0.03% 363
2023
Q1 		$360K Buy
41,654
+285
+0.7% +$2.51K 0.04% 330
2022
Q4 		$356K Sell
41,369
-18,947
-31% -$168K 0.04% 333
2022
Q3 		$540K Sell
60,316
-3,129
-5% -$31.4K 0.06% 271
2022
Q2 		$620K Hold
63,445
– – 0.06% 268
2022
Q1 		$742K Buy
63,445
+4,050
+7% +$49.4K 0.07% 261
2021
Q4 		$787K Buy
59,395
+3,500
+6% +$48.7K 0.07% 242
2021
Q3 		$783K Buy
+55,895
New +$783K 0.07% 241
2021
Q2 		– Sell
-53,795
Closed -$688K – 434
2021
Q1 		$688K Sell
53,795
-3,145
-6% -$40.6K 0.08% 218
2020
Q4 		$777K Buy
+56,940
New +$727K 0.1% 196

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Transcend Capital Advisors's WIA Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2025, closing a stake of 19,150 shares — an estimated $160K sold.

Transcend Capital Advisors first reported a position in WIA in Q4 2020 and held it in 16 quarters. The position peaked at $787K in Q4 2021. 45 funds tracked by Wall St. Rank hold WIA as of Q2 2025.

  • Transcend Capital Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 19,150 Western Asset Inflation-Linked Income Fund shares in Q2 2025, an estimated $160K.
  • Transcend Capital Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 16 quarters.
  • Transcend Capital Advisors's Western Asset Inflation-Linked Income Fund position peaked at $787K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.