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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
KIM
1
Karpus Investment Management
New York
$67.4M +$1.67M +202,814 +2%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.92M +$152K +18,541 +4%
WAM
3
Wakefield Asset Management
Colorado
$2.93M +$383K +46,630 +15%
GC
4
Guggenheim Capital
Illinois
$1.98M -$659K -80,149 -25%
PAG
5
Private Advisor Group
New Jersey
$1.91M +$148K +18,012 +8%
RF
6
RHS Financial
California
$1.62M +$102K +12,440 +7%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.4M -$81.5K -9,910 -5%
Stifel Financial
8
Stifel Financial
Missouri
$1.32M -$104K -12,656 -7%
Wells Fargo
9
Wells Fargo
California
$903K +$27.1K +3,300 +3%
DWM
10
Dakota Wealth Management
Florida
$838K +$7.81K +950 +0.9%
PCM
11
PenderFund Capital Management
British Columbia, Canada
$836K +$61.7K +7,500 +8%
RGC
12
Roberts, Glore & Co
Illinois
$796K -$145K -17,615 -15%
Bank of America
13
Bank of America
North Carolina
$773K -$3.22K -392 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$743K -$834K -101,477 -52%
ACP
15
Aviance Capital Partners
Florida
$556K +$4.01K +488 +0.7%
RPA
16
Rock Point Advisors
Vermont
$522K +$46.5K +5,659 +10%
AC
17
Almitas Capital
California
$458K -$133K -16,131 -22%
MC
18
Matisse Capital
Oregon
$430K – – –
UBS Group
19
UBS Group
Switzerland
$353K -$174K -21,114 -33%
GWI
20
Grace & White Inc
New York
$332K – – –
WAM
21
Wolverine Asset Management
Illinois
$325K +$331K +40,237 New
CFD
22
Creative Financial Designs
Indiana
$312K – – –
Raymond James Financial
23
Raymond James Financial
Florida
$290K – – –
MA
24
Mezzasalma Advisors
New Jersey
$276K +$4.39K +534 +2%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$271K – – –
1
2 3

WIA Hedge Fund Activity: Q1 2026 in Review

52 of the 8,126 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.