Western Asset Inflation-Linked Income Fund (WIA)
Western Asset Inflation-Linked Income Fund (WIA) is listed on the New York Stock Exchange, where it has traded since September 26, 2003.
- Listed On
- the New York Stock Exchange
- Listed Since
- September 26, 2003
- Market Cap
- $178M
About Western Asset Inflation-Linked Income Fund
Western Asset Inflation Linked Income Fund is a diversified, closed-end management investment company. The primary investment objective of the group is to provide current income while its secondary investment objective is capital appreciation. Under normal market conditions and at the time of purchase, the Fund will invest at least 80% of its total managed assets in inflation-linked securities and at least 60% of its total managed assets in U.S. Treasury Inflation Protected Securities (TIPS). The Fund may also invest up to 40% of its total managed assets in non-U.S. dollar investments.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 51 institutions reported holding WIA, with 12.3 million shares worth $100.0 million in aggregate. The largest reported holder was Karpus Management, with 8.6 million shares worth $70.3 million. Of the 5 largest holders listed below, 1 opened a new position in WIA and 4 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Karpus Management | 8,648,798 | $70M | Added 3.62% |
| Baird Financial Group | 489,169 | $4M | Added 0.74% |
| Atlas Wealth | 460,160 | $4M | New position |
| Private Advisor Group | 246,350 | $2M | Added 4.48% |
| Rhs Financial | 231,357 | $2M | Added 15.07% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WIA?
Western Asset Inflation-Linked Income Fund (WIA) is listed on the New York Stock Exchange, where it has traded since September 26, 2003.
Who are the largest institutional holders of WIA?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WIA were Karpus Management, Baird Financial Group and Atlas Wealth.
How many institutions own WIA?
51 institutions reported a position in WIA for the quarter ended June 30, 2026, worth $100.0 million in total.
Did institutions buy or sell WIA last quarter?
Of the 5 largest reported holders, 1 opened a new position in WIA and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for WIA.
Every reported institutional holder, plus insider and congressional trades in WIA, on SentiSense.