WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
WIA on NYSE
Shares outstanding
23,322,800
Price per share
$8.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,457,039
Total reported value
$96,467,490
% of total 13F portfolios
0%
Share change
-240,546
Value change
-$2,024,881
Number of holders
48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Karpus Management, Inc. 35% +2.9% $67,291,361 +$1,937,466 8,146,654 +3% KARPUS MANAGEMENT, INC. 05 Jan 2026

As of 30 Sep 2025, 48 institutional investors reported holding 11,457,039 shares of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA). This represents 49% of the company’s total 23,322,800 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 34% 7,846,936 -2.9% 2.1% $66,071,203
GUGGENHEIM CAPITAL LLC 2.4% 561,312 +6.4% 0.04% $4,726,247
Baird Financial Group, Inc. 1.9% 448,561 -0.57% 0.01% $3,776,884
Fiera Capital Corp 1% 238,114 +0.92% 0.01% $2,004,920
Integrated Wealth Concepts LLC 0.81% 188,813 -2.2% 0.01% $1,589,805
RHS Financial, LLC 0.81% 188,569 +2.6% 0.82% $1,587,747
STIFEL FINANCIAL CORP 0.76% 176,360 +1.4% 0% $1,484,955
MORGAN STANLEY 0.71% 165,743 -0.92% 0% $1,395,560
ROBERTS GLORE & CO INC /IL/ 0.52% 121,712 -1.6% 0.28% $1,024,815
Wakefield Asset Management LLLP 0.49% 114,487 +6.2% 0.26% $963,981
BANK OF AMERICA CORP /DE/ 0.47% 109,763 +11% 0% $924,203
WELLS FARGO & COMPANY/MN 0.47% 109,219 +15% 0% $919,620
Dakota Wealth Management 0.43% 101,443 -7.8% 0.02% $854,151
North Ground Capital 0.43% 99,842 -53% 0.52% $840,670
Almitas Capital LLC 0.41% 95,779 -37% 0.18% $806,459
PenderFund Capital Management Ltd. 0.38% 89,100 +17% 0.13% $749,331
UBS Group AG 0.31% 71,454 -4.6% 0% $601,643
Aviance Capital Partners, LLC 0.28% 66,216 +5.2% 0.07% $557,537
Private Advisor Group, LLC 0.24% 56,514 0% $475,848
Rock Point Advisors, LLC 0.24% 55,385 -7% 0.12% $466,342
Matisse Capital 0.23% 53,254 0% 0.2% $448,399
GRACE & WHITE INC /NY 0.2% 46,694 0% 0.07% $393,163
CREATIVE FINANCIAL DESIGNS INC /ADV 0.17% 38,573 0% 0.02% $324,785
Quadcap Wealth Management, LLC 0.16% 38,470 -8.1% 0.04% $323,919
RAYMOND JAMES FINANCIAL INC 0.15% 35,929 -1.4% 0% $302,523

Institutional Holders of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 121,026 $1,000,874 +$7,146 $8.27 3
2025 Q3 11,457,039 $96,467,490 -$2,024,881 $8.42 48
2025 Q2 11,697,585 $98,258,084 +$2,310,803 $8.40 44
2025 Q1 11,363,296 $94,809,941 +$119,059 $8.34 47
2024 Q4 11,359,194 $90,872,957 +$15,348 $8.00 49
2024 Q3 11,129,197 $95,157,563 +$1,939,619 $8.55 48
2024 Q2 10,883,357 $87,173,605 +$1,071,140 $8.01 48
2024 Q1 10,744,186 $87,475,730 +$1,877,927 $8.14 49
2023 Q4 10,518,499 $85,405,748 +$2,254,414 $8.12 54
2023 Q3 10,193,297 $79,743,710 +$1,150,602 $7.82 48
2023 Q2 10,040,150 $82,932,412 +$1,706,298 $8.26 50
2023 Q1 9,816,769 $84,905,774 -$246,459 $8.65 49
2022 Q4 9,846,120 $84,766,162 -$2,273,741 $8.61 57
2022 Q3 10,101,355 $90,407,480 +$1,316,623 $8.95 44
2022 Q2 9,982,474 $97,641,772 -$2,373,878 $9.78 51
2022 Q1 10,418,003 $121,890,585 +$120,571 $11.70 46
2021 Q4 10,397,368 $137,764,633 -$3,270,798 $13.25 45
2021 Q3 10,639,440 $146,623,231 -$2,422,024 $13.78 48
2021 Q2 10,804,630 $151,260,684 -$3,700,560 $14.00 48
2021 Q1 11,062,396 $141,490,974 -$2,448,715 $12.79 51
2020 Q4 11,251,768 $153,448,697 -$44,154,971 $13.64 56
2020 Q3 14,532,618 $177,012,545 -$1,429,940 $12.18 53
2020 Q2 21,570,359 $254,083,867 +$11,155,926 $11.78 50
2020 Q1 13,848,511 $145,551,144 +$2,896,963 $10.51 49
2019 Q4 13,554,021 $164,676,089 +$6,448,823 $12.15 47
2019 Q3 13,048,081 $151,234,273 +$1,815,199 $11.59 57
2019 Q2 12,890,846 $150,182,656 +$9,375,883 $11.65 59
2019 Q1 12,331,653 $138,178,382 +$8,301,920 $11.21 57
2018 Q4 11,583,676 $122,672,971 +$1,815,758 $10.59 53
2018 Q3 11,328,251 $127,572,524 +$3,235,515 $11.26 50
2018 Q2 10,725,549 $122,599,542 +$3,357,858 $11.43 47
2018 Q1 10,418,270 $120,122,909 +$1,241,439 $11.53 49
2017 Q4 10,266,850 $121,048,590 +$2,666,379 $11.79 47
2017 Q3 10,012,649 $115,610,227 +$3,536,222 $11.55 48
2017 Q2 9,705,924 $109,675,983 +$5,015,332 $11.30 48
2017 Q1 9,264,418 $106,633,188 +$1,817,849 $11.51 49
2016 Q4 9,097,978 $104,439,158 +$26,378 $11.48 52
2016 Q3 9,096,538 $104,393,130 -$314,473 $11.45 53
2016 Q2 9,123,917 $104,746,158 -$2,557,052 $11.48 44
2016 Q1 9,368,995 $106,713,071 +$4,180,159 $11.39 39
2015 Q4 9,074,790 $95,920,113 +$810,881 $10.57 48
2015 Q3 8,989,545 $94,835,071 +$9,184,166 $10.55 41
2015 Q2 8,082,513 $91,091,751 +$7,602,893 $11.27 38
2015 Q1 7,457,041 $85,981,744 -$249,640 $11.53 44
2014 Q4 7,470,597 $86,654,956 -$2,892,592 $11.60 42
2014 Q3 7,728,379 $89,186,553 +$2,393,907 $11.54 38
2014 Q2 7,497,554 $91,694,104 +$5,122,675 $12.23 35
2014 Q1 7,116,284 $83,037,337 +$3,764,574 $11.65 35