NEW YORK, NY
WESTERN ASSET INFLATION-LINKED INCOME FUNDWIA— Latest position per institution from SEC 13F filings
15
Institutional holders
12.17M
Total shares held
98.93M
Estimated value
608.34K
Avg. position size
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
8.65M
Value
70.31M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
489.17K
Value
3.98M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
460.16K
Value
3.74M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
338.26K
Value
2.93M
Filed
Mar 31, 2023
RHS FINANCIAL, LLC
CIK 1766514
Shares
254.86K
Value
1.94M
Filed
Sep 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
246.35K
Value
2M
Filed
Jun 30, 2026
ALPINE GLOBAL MANAGEMENT, LLC
CIK 1581655
Shares
200K
Value
1.60M
Filed
Dec 31, 2024
STIFEL FINANCIAL CORP
CIK 720672
Shares
175.86K
Value
1.43M
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
165.07K
Value
1.34M
Filed
Jun 30, 2026
WAKEFIELD ASSET MANAGEMENT LLLP
CIK 1600435
Shares
157.76K
Value
1.28M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
145.63K
Value
1.18M
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
133.15K
Value
1.08M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
112.93K
Value
918.14K
Filed
Jun 30, 2026
PENDERFUND CAPITAL MANAGEMENT LTD.
CIK 1706164
Shares
103.80K
Value
842.86K
Filed
Jun 30, 2026
DAKOTA WEALTH MANAGEMENT
CIK 1631353
Shares
103.29K
Value
839.74K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
98.45K
Value
800.44K
Filed
Jun 30, 2026
ROBERTS GLORE & CO INC /IL/
CIK 1017115
Shares
96.82K
Value
787.18K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
91.80K
Value
746.38K
Filed
Jun 30, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
73.30K
Value
595.93K
Filed
Jun 30, 2026
AVIANCE CAPITAL PARTNERS, LLC
CIK 1542383
Shares
71.25K
Value
579.28K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KARPUS MANAGEMENT, INC. | 1048703 | 8.65M | 70.31M | Jun 30, 2026 |
| 2 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 489.17K | 3.98M | Jun 30, 2026 |
| 3 | ATLAS WEALTH LLC | 1964106 | 460.16K | 3.74M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 338.26K | 2.93M | Mar 31, 2023 |
| 5 | RHS FINANCIAL, LLC | 1766514 | 254.86K | 1.94M | Sep 30, 2026 |
| 6 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 246.35K | 2M | Jun 30, 2026 |
| 7 | ALPINE GLOBAL MANAGEMENT, LLC | 1581655 | 200K | 1.60M | Dec 31, 2024 |
| 8 | STIFEL FINANCIAL CORP | 720672 | 175.86K | 1.43M | Jun 30, 2026 |
| 9 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 165.07K | 1.34M | Jun 30, 2026 |
| 10 | WAKEFIELD ASSET MANAGEMENT LLLP | 1600435 | 157.76K | 1.28M | Jun 30, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 145.63K | 1.18M | Jun 30, 2026 |
| 12 | FOCUS PARTNERS WEALTH | 1542153 | 133.15K | 1.08M | Jun 30, 2026 |
| 13 | WELLS FARGO & COMPANY/MN | 72971 | 112.93K | 918.14K | Jun 30, 2026 |
| 14 | PENDERFUND CAPITAL MANAGEMENT LTD. | 1706164 | 103.80K | 842.86K | Jun 30, 2026 |
| 15 | DAKOTA WEALTH MANAGEMENT | 1631353 | 103.29K | 839.74K | Jun 30, 2026 |
| 16 | BANK OF AMERICA CORP /DE/ | 70858 | 98.45K | 800.44K | Jun 30, 2026 |
| 17 | ROBERTS GLORE & CO INC /IL/ | 1017115 | 96.82K | 787.18K | Jun 30, 2026 |
| 18 | MORGAN STANLEY | 895421 | 91.80K | 746.38K | Jun 30, 2026 |
| 19 | PFG INVESTMENTS, LLC | 1973224 | 73.30K | 595.93K | Jun 30, 2026 |
| 20 | AVIANCE CAPITAL PARTNERS, LLC | 1542383 | 71.25K | 579.28K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.