Security Snapshot

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

CUSIP: 95766Q106

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

52

Shares (Excl. Options)

11,655,567

Price

$8.08

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Security identity
Issuer context
Shares outstanding
23,322,760
Reported price per share
$8.16
Latest holder snapshot
Portfolio coverage rank
0%
Share change
+65,208
Value change
+$520,146
Number of holders
52
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • WIA - WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares is tracked under CUSIP 95766Q106.
  • 52 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 50 to 52 between Q4 2025 and Q1 2026.
  • Reported value moved from $95,849,777 to $94,175,794.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 52 institutions filings for Q1 2026.

Open SEC Evidence

Security key

95766Q106

Latest holder period

Q1 2026

13F holders

52

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
WIA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Karpus Management, Inc. 36% +3.1% $67,860,088 +$2,035,126 8,398,526 +3.1% KARPUS MANAGEMENT, INC. 28 Apr 2026

As of 31 Mar 2026, 52 institutional investors reported holding 11,655,567 shares of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA). This represents 50% of the company’s total 23,322,760 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
49%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 36% 8,346,410 +2.5% 2.1% $67,438,990
Baird Financial Group, Inc. 2.1% 485,564 +4% 0.01% $3,923,357
Wakefield Asset Management LLLP 1.6% 362,990 +15% 0.78% $2,932,960
GUGGENHEIM CAPITAL LLC 1.1% 245,519 -25% 0.02% $1,983,794
Private Advisor Group, LLC 1% 235,785 +8.3% 0.01% $1,905,140
RHS Financial, LLC 0.86% 201,065 +6.6% 0.77% $1,624,609
Integrated Wealth Concepts LLC 0.74% 173,191 -5.4% 0.01% $1,399,383
STIFEL FINANCIAL CORP 0.7% 163,965 -7.2% 0% $1,324,835
WELLS FARGO & COMPANY/MN 0.48% 111,788 +3% 0% $903,247
PenderFund Capital Management Ltd. 0.45% 103,800 +7.8% 0.13% $835,590
Dakota Wealth Management 0.44% 103,743 +0.92% 0.02% $838,245
ROBERTS GLORE & CO INC /IL/ 0.42% 98,562 -15% 0.22% $796,381
BANK OF AMERICA CORP /DE/ 0.41% 95,648 -0.41% 0% $772,833
MORGAN STANLEY 0.39% 91,962 -52% 0% $743,061
Aviance Capital Partners, LLC 0.29% 68,788 +0.71% 0.07% $555,804
Rock Point Advisors, LLC 0.28% 64,627 +9.6% 0.14% $522,186
Almitas Capital LLC 0.24% 56,732 -22% 0.1% $458,395
Matisse Capital 0.23% 53,254 0% 0.18% $430,292
UBS Group AG 0.19% 43,649 -33% 0% $352,684
GRACE & WHITE INC /NY 0.18% 41,110 0% 0.06% $332,169
WOLVERINE ASSET MANAGEMENT LLC 0.17% 40,237 0.01% $325,115
CREATIVE FINANCIAL DESIGNS INC /ADV 0.17% 38,573 0% 0.02% $311,670
RAYMOND JAMES FINANCIAL INC 0.15% 35,929 0% 0% $290,307
Mezzasalma Advisors, LLC 0.15% 34,166 +1.6% 0.07% $276,058
CAPSTONE INVESTMENT ADVISORS, LLC 0.14% 33,548 0% 0% $271,068

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 11,655,567 $94,175,794 +$520,146 $8.08 52
2025 Q4 11,590,520 $95,849,777 +$1,097,778 $8.27 50
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
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