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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

52

Shares (Excl. Options)

12,313,651

Price

$8.13

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+658,834
Value change
+$5,357,483
Number of holders
52
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
23,319,255
SEC-reported price per share
$7.96
13F Shares, Excluding Options vs Price
13F 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 Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 52 to 52 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $94,175,794 to $100,109,403.

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 Q2 2026.

Open SEC evidence

Security key

95766Q106

Latest holder period

Q2 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. 37% +2.9% $70,500,636 +$1,968,665 8,639,784 +2.9% KARPUS MANAGEMENT, INC. 09 Jun 2026

As of 30 Jun 2026, 52 institutional investors reported holding 12,313,651 shares of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA). This represents 53% of the company’s total 23,319,255 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
51%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 37% 8,648,798 +3.6% 2% $70,314,726
Baird Financial Group, Inc. 2.1% 489,169 +0.74% 0.01% $3,976,944
Atlas Wealth LLC 2% 460,160 0.53% $3,741,101
Private Advisor Group, LLC 1.1% 246,350 +4.5% 0.01% $2,002,828
RHS Financial, LLC 0.99% 231,357 +15% 0.76% $1,880,934
STIFEL FINANCIAL CORP 0.75% 175,858 +7.3% 0% $1,429,733
Integrated Wealth Concepts LLC 0.71% 165,070 -4.7% 0.01% $1,342,022
Wakefield Asset Management LLLP 0.68% 157,757 -57% 0.29% $1,282,565
GUGGENHEIM CAPITAL LLC 0.62% 145,633 -41% 0.01% $1,183,997
Focus Partners Wealth 0.57% 133,147 0% $1,082,485
WELLS FARGO & COMPANY/MN 0.48% 112,932 +1% 0% $918,138
PenderFund Capital Management Ltd. 0.45% 103,800 0% 0.11% $842,856
Dakota Wealth Management 0.44% 103,289 -0.44% 0.02% $839,741
BANK OF AMERICA CORP /DE/ 0.42% 98,455 +2.9% 0% $800,439
ROBERTS GLORE & CO INC /IL/ 0.42% 96,824 -1.8% 0.19% $787,179
MORGAN STANLEY 0.39% 91,804 -0.17% 0% $746,385
PFG Investments, LLC 0.31% 73,300 0.02% $595,929
Aviance Capital Partners, LLC 0.31% 71,252 +3.6% 0.06% $579,279
Rock Point Advisors, LLC 0.28% 64,627 0% 0.13% $525,418
Almitas Capital LLC 0.24% 56,732 0% 0.11% $461,231
Matisse Capital 0.23% 53,254 0% 0.17% $432,955
LPL Financial LLC 0.19% 44,555 +33% 0% $362,229
GRACE & WHITE INC /NY 0.18% 41,110 0% 0.05% $334,224
CREATIVE FINANCIAL DESIGNS INC /ADV 0.17% 38,573 0% 0.01% $313,598
UBS Group AG 0.16% 37,521 -14% 0% $305,046

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 12,313,651 $100,109,403 +$5,357,483 $8.13 52
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
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