NEW YORK, NY
WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA— Latest position per institution from SEC 13F filings
15
Institutional holders
11.46M
Total shares held
92.83M
Estimated value
573.17K
Avg. position size
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
8.35M
Value
67.44M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
485.56K
Value
3.92M
Filed
Mar 31, 2026
WAKEFIELD ASSET MANAGEMENT LLLP
CIK 1600435
Shares
362.99K
Value
2.93M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
338.26K
Value
2.93M
Filed
Mar 31, 2023
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
245.52K
Value
1.98M
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
235.78K
Value
1.91M
Filed
Mar 31, 2026
RHS FINANCIAL, LLC
CIK 1766514
Shares
201.06K
Value
1.62M
Filed
Mar 31, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
173.19K
Value
1.40M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
163.97K
Value
1.32M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
111.79K
Value
903.25K
Filed
Mar 31, 2026
PENDERFUND CAPITAL MANAGEMENT LTD.
CIK 1706164
Shares
103.80K
Value
835.59K
Filed
Mar 31, 2026
DAKOTA WEALTH MANAGEMENT
CIK 1631353
Shares
103.74K
Value
838.25K
Filed
Mar 31, 2026
ROBERTS GLORE & CO INC /IL/
CIK 1017115
Shares
98.56K
Value
796.38K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
95.65K
Value
772.83K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
91.96K
Value
743.08K
Filed
Mar 31, 2026
AVIANCE CAPITAL PARTNERS, LLC
CIK 1542383
Shares
68.79K
Value
555.80K
Filed
Mar 31, 2026
ROCK POINT ADVISORS, LLC
CIK 1301540
Shares
64.63K
Value
522.19K
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
60.57K
Value
485.78K
Filed
Jun 30, 2024
ALMITAS CAPITAL LLC
CIK 1596468
Shares
56.73K
Value
458.39K
Filed
Mar 31, 2026
ALPINE GLOBAL MANAGEMENT, LLC
CIK 1581655
Shares
54.40K
Value
458.05K
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KARPUS MANAGEMENT, INC. | 1048703 | 8.35M | 67.44M | Mar 31, 2026 |
| 2 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 485.56K | 3.92M | Mar 31, 2026 |
| 3 | WAKEFIELD ASSET MANAGEMENT LLLP | 1600435 | 362.99K | 2.93M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 338.26K | 2.93M | Mar 31, 2023 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 245.52K | 1.98M | Mar 31, 2026 |
| 6 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 235.78K | 1.91M | Mar 31, 2026 |
| 7 | RHS FINANCIAL, LLC | 1766514 | 201.06K | 1.62M | Mar 31, 2026 |
| 8 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 173.19K | 1.40M | Mar 31, 2026 |
| 9 | STIFEL FINANCIAL CORP | 720672 | 163.97K | 1.32M | Mar 31, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 111.79K | 903.25K | Mar 31, 2026 |
| 11 | PENDERFUND CAPITAL MANAGEMENT LTD. | 1706164 | 103.80K | 835.59K | Mar 31, 2026 |
| 12 | DAKOTA WEALTH MANAGEMENT | 1631353 | 103.74K | 838.25K | Mar 31, 2026 |
| 13 | ROBERTS GLORE & CO INC /IL/ | 1017115 | 98.56K | 796.38K | Mar 31, 2026 |
| 14 | BANK OF AMERICA CORP /DE/ | 70858 | 95.65K | 772.83K | Mar 31, 2026 |
| 15 | MORGAN STANLEY | 895421 | 91.96K | 743.08K | Mar 31, 2026 |
| 16 | AVIANCE CAPITAL PARTNERS, LLC | 1542383 | 68.79K | 555.80K | Mar 31, 2026 |
| 17 | ROCK POINT ADVISORS, LLC | 1301540 | 64.63K | 522.19K | Mar 31, 2026 |
| 18 | ATLAS WEALTH LLC | 1964106 | 60.57K | 485.78K | Jun 30, 2024 |
| 19 | ALMITAS CAPITAL LLC | 1596468 | 56.73K | 458.39K | Mar 31, 2026 |
| 20 | ALPINE GLOBAL MANAGEMENT, LLC | 1581655 | 54.40K | 458.05K | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.