WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $94.8M invested in Western Asset Inflation-Linked Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
14
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.22M
2
KIM
Karpus Investment Management
New York
+$520K
3
LPL Financial
LPL Financial
California
+$257K
4
TCA
Transcend Capital Advisors
New Jersey
+$160K
5
CC
CF Capital
Massachusetts
+$156K

Top Sellers

1
AGM
Alpine Global Management
New York
-$1.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$254K
3
Morgan Stanley
Morgan Stanley
New York
-$165K
4
Bank of America
Bank of America
North Carolina
-$147K
5
AL
Arnhold LLC
New York
-$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$65.1M +$520K +62,285 +0.8%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.79M +$75.7K +9,076 +2%
GC
3
Guggenheim Capital
Illinois
$3.57M +$1.22M +146,644 +52%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.01M – – –
CC
5
CF Capital
Massachusetts
$1.97M +$156K +18,928 +9%
Morgan Stanley
6
Morgan Stanley
New York
$1.79M -$165K -19,731 -8%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.64M -$27.2K -3,257 -2%
Stifel Financial
8
Stifel Financial
Missouri
$1.49M +$12.2K +1,464 +0.8%
RF
9
RHS Financial
California
$1.49M +$16.5K +1,979 +1%
AC
10
Almitas Capital
California
$1.33M – – –
RGC
11
Roberts, Glore & Co
Illinois
$1.14M -$39.2K -4,700 -3%
WAM
12
Wakefield Asset Management
Colorado
$894K -$2.7K -323 -0.3%
DWM
13
Dakota Wealth Management
Florida
$888K – – –
Bank of America
14
Bank of America
North Carolina
$883K -$147K -17,666 -14%
Wells Fargo
15
Wells Fargo
California
$758K +$50K +5,997 +7%
UBS Group
16
UBS Group
Switzerland
$622K +$5.28K +633 +0.9%
RPA
17
Rock Point Advisors
Vermont
$495K -$8.35K -1,000 -2%
ACP
18
Aviance Capital Partners
Florida
$457K +$69.8K +8,368 +18%
MC
19
Matisse Capital
Oregon
$444K – – –
GWI
20
Grace & White Inc
New York
$390K – – –
QWM
21
Quadcap Wealth Management
Texas
$370K – – –
CFD
22
Creative Financial Designs
Indiana
$322K – – –
Raymond James Financial
23
Raymond James Financial
Florida
$304K +$49.7K +5,952 +20%
Capstone Investment Advisors
24
Capstone Investment Advisors
New York
$280K – – –
MA
25
Mezzasalma Advisors
New Jersey
$266K +$4.85K +581 +2%
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