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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
KIM
1
Karpus Investment Management
New York
$67.3M +$2.48M +296,660 +4%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.86M +$154K +18,462 +4%
GC
3
Guggenheim Capital
Illinois
$2.69M -$1.97M -235,644 -42%
WAM
4
Wakefield Asset Management
Colorado
$2.62M +$1.69M +201,873 +176%
PAG
5
Private Advisor Group
New Jersey
$1.8M +$1.35M +161,259 +285%
Morgan Stanley
6
Morgan Stanley
New York
$1.6M +$232K +27,696 +17%
RF
7
RHS Financial
California
$1.56M +$468 +56 +0%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.51M -$47.7K -5,712 -3%
Stifel Financial
9
Stifel Financial
Missouri
$1.46M +$2.18K +261 +0.1%
RGC
10
Roberts, Glore & Co
Illinois
$961K -$46.3K -5,535 -5%
Wells Fargo
11
Wells Fargo
California
$897K -$6.11K -731 -0.7%
DWM
12
Dakota Wealth Management
Florida
$850K +$11.3K +1,350 +1%
Bank of America
13
Bank of America
North Carolina
$794K -$115K -13,723 -13%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$794K +$60.2K +7,200 +8%
AC
15
Almitas Capital
California
$603K -$192K -22,916 -24%
ACP
16
Aviance Capital Partners
Florida
$565K +$17.4K +2,084 +3%
UBS Group
17
UBS Group
Switzerland
$536K -$55.9K -6,691 -9%
RPA
18
Rock Point Advisors
Vermont
$488K +$29.9K +3,583 +6%
MC
19
Matisse Capital
Oregon
$440K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$368K +$90.4K +10,813 +32%
GWI
21
Grace & White Inc
New York
$340K -$46.7K -5,584 -12%
CFD
22
Creative Financial Designs
Indiana
$319K – – –
QWM
23
Quadcap Wealth Management
Texas
$318K -$209 -25 -0.1%
Raymond James Financial
24
Raymond James Financial
Florida
$297K – – –
LPL Financial
25
LPL Financial
California
$289K +$13.6K +1,631 +5%
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.