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WIA

Western Asset Inflation-Linked Income Fund
WIA

52 hedge funds and large institutions have $94.2M invested in Western Asset Inflation-Linked Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 50 → 52 (+2)

0.28% more ownership

Funds ownership: 49.7% → 49.98% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $95.8M → $94.2M (-$1.67M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
14
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.67M
2
WAM
Wakefield Asset Management
Colorado
+$383K
3
WAM
Wolverine Asset Management
Illinois
+$331K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$152K
5
PAG
Private Advisor Group
New Jersey
+$148K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$834K
2
GC
Guggenheim Capital
Illinois
-$659K
3
UBS Group
UBS Group
Switzerland
-$174K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$166K
5
RGC
Roberts, Glore & Co
Illinois
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$270K -$12.7K -1,544 -4%
RCM
27
Robinson Capital Management
Michigan
$254K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$236K -$125K -15,235 -34%
QWM
29
Quadcap Wealth Management
Texas
$232K -$80.4K -9,775 -25%
MYIA
30
Mount Yale Investment Advisors
Colorado
$168K -$13.2K -1,600 -7%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$168K -$13.2K -1,600 -7%
OC
32
Oppenheimer & Co
New York
$146K -$30.4K -3,700 -17%
UPS
33
UHLMANN PRICE SECURITIES
Illinois
$144K -$123 -15 -0.1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$133K +$50.5K +6,147 +60%
P
35
&Partners
Tennessee
$133K +$50.5K +6,146 +60%
NFG
36
Nations Financial Group
Iowa
$123K -$19.1K -2,318 -13%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$111K +$113K +13,775 New
MWM
38
Melfa Wealth Management
Massachusetts
$99.4K – – –
IAS
39
Integrity Advisory Solutions
Texas
$94.8K +$96.5K +11,736 New
HighTower Advisors
40
HighTower Advisors
Illinois
$92.7K -$15.1K -1,834 -14%
SMC
41
Smith, Moore & Co
Missouri
$91.9K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$42K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$31K +$2.05K +249 +7%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$21.8K – – –
RIL
45
Rothschild Investment LLC
Illinois
$16.2K – – –
FGA
46
Fortis Group Advisors
New Jersey
$7K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$6.06K +$6.17K +750 New
HWP
48
Highline Wealth Partners
California
$3.23K – – –
ASN
49
Advisory Services Network
Georgia
$1.62K +$1.64K +200 New
WTC
50
WhitTier Trust Company
Nevada
$1.19K +$1.21K +147 New
1
2
3

WIA Hedge Fund Activity: Q1 2026 in Review

52 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2026, worth a combined $94.2M — down 1.7% from $95.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WIA positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.67M. The largest seller was Morgan Stanley, cutting an estimated $834K.

  • 52 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $94.2M of Western Asset Inflation-Linked Income Fund stock for Q1 2026, down 1.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $1.67M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2026 was Morgan Stanley, an estimated $834K sold.

Based on aggregated 13F filings for Q1 2026.