UPS
WIA

UHLMANN PRICE SECURITIES’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

UHLMANN PRICE SECURITIES’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 		$144K Sell
17,818
-15
-0.1% -$123 0.01% 242
2025
Q4 		$147K Sell
17,833
-486
-3% -$4.06K 0.09% 184
2025
Q3 		$154K Buy
18,319
+1,933
+12% +$16.2K 0.09% 183
2025
Q2 		$138K Sell
16,386
-2,407
-13% -$19.8K 0.1% 181
2025
Q1 		$157K Buy
18,793
+340
+2% +$2.79K 0.12% 168
2024
Q4 		$148K Sell
18,453
-7,505
-29% -$62K 0.11% 161
2024
Q3 		$222K Buy
+25,958
New +$213K 0.18% 147

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 $21.3B AUM 22.13% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

UHLMANN PRICE SECURITIES's WIA Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 0.08% in Q1 2026, selling an estimated $123 and leaving 17,818 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #242.

UHLMANN PRICE SECURITIES first reported a position in WIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $222K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • UHLMANN PRICE SECURITIES held 17,818 shares of Western Asset Inflation-Linked Income Fund worth $144K as of Q1 2026.
  • UHLMANN PRICE SECURITIES sold 15 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $123.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #242 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2024 and has held it in 7 quarters since.
  • UHLMANN PRICE SECURITIES's Western Asset Inflation-Linked Income Fund position peaked at $222K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.