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WIA

Western Asset Inflation-Linked Income Fund
WIA

50 hedge funds and large institutions have $95.8M invested in Western Asset Inflation-Linked Income Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 48 → 50 (+2)

0.57% more ownership

Funds ownership: 49.12% → 49.7% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

1% less capital invested

Capital invested by funds: $96.5M → $95.8M (-$618K)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
16
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.48M
2
WAM
Wakefield Asset Management
Colorado
+$1.69M
3
PAG
Private Advisor Group
New Jersey
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$232K
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$187K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.97M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.82M
3
CC
CF Capital
Massachusetts
-$744K
4
AC
Almitas Capital
California
-$192K
5
RCM
Rivernorth Capital Management
Florida
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
26
Capstone Investment Advisors
New York
$277K – – –
MA
27
Mezzasalma Advisors
New Jersey
$277K +$4.39K +525 +2%
RCM
28
Robinson Capital Management
Michigan
$257K – – –
MYIA
29
Mount Yale Investment Advisors
Colorado
$185K +$50.2K +6,000 +37%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$185K +$187K +22,350 New
OC
31
Oppenheimer & Co
New York
$180K -$16.7K -2,000 -8%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$166K -$1.82M -218,007 -92%
UPS
33
UHLMANN PRICE SECURITIES
Illinois
$147K -$4.06K -486 -3%
NFG
34
Nations Financial Group
Iowa
$145K -$7.58K -907 -5%
HighTower Advisors
35
HighTower Advisors
Illinois
$110K -$21.9K -2,621 -16%
MWM
36
Melfa Wealth Management
Massachusetts
$102K – – –
SMC
37
Smith, Moore & Co
Missouri
$94K – – –
CC
38
CF Capital
Massachusetts
$90.1K -$744K -88,950 -89%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$85.2K +$86.1K +10,306 New
P
40
&Partners
Tennessee
$85.2K +$86.1K +10,306 New
SPIA
41
Steward Partners Investment Advisory
New York
$43K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$30K +$560 +67 +2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$25.2K – – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$22.3K – – –
RIL
45
Rothschild Investment LLC
Illinois
$16.5K – – –
FGA
46
Fortis Group Advisors
New Jersey
$7.16K – – –
HWP
47
Highline Wealth Partners
California
$3.31K – – –
Comerica Bank
48
Comerica Bank
Texas
$1.33K -$2.79K -334 -67%
FHA
49
Flagship Harbor Advisors
Massachusetts
$467 +$468 +56 New
PWPS
50
Pinnacle Wealth Planning Services
Ohio
$455 +$460 +55 New
1
2
3

WIA Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2025, worth a combined $95.8M — down 0.64% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WIA positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.48M. The largest seller was Guggenheim Capital, cutting an estimated $1.97M.

  • 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $95.8M of Western Asset Inflation-Linked Income Fund stock for Q4 2025, down 0.64% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2025 was Karpus Investment Management, an estimated $2.48M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2025 was Guggenheim Capital, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2025.