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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
WIA on NYSE
Shares outstanding
23,322,800
Price per share
$8.24
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,590,520
Total reported value
$95,849,777
% of total 13F portfolios
0%
Share change
+133,481
Value change
+$1,097,778
Number of holders
50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Karpus Management, Inc. 35% +2.9% $67,291,361 +$1,937,466 8,146,654 +3% KARPUS MANAGEMENT, INC. 05 Jan 2026

As of 31 Dec 2025, 50 institutional investors reported holding 11,590,520 shares of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA). This represents 50% of the company’s total 23,322,800 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 35% 8,143,596 +3.8% 2.1% $67,347,538
Baird Financial Group, Inc. 2% 467,023 +4.1% 0.01% $3,862,280
GUGGENHEIM CAPITAL LLC 1.4% 325,668 -42% 0.02% $2,693,275
Wakefield Asset Management LLLP 1.4% 316,360 +176% 0.71% $2,616,298
Private Advisor Group, LLC 0.93% 217,773 +285% 0.01% $1,800,985
MORGAN STANLEY 0.83% 193,439 +17% 0% $1,599,746
RHS Financial, LLC 0.81% 188,625 +0.03% 0.76% $1,559,926
Integrated Wealth Concepts LLC 0.79% 183,101 -3% 0.02% $1,514,245
STIFEL FINANCIAL CORP 0.76% 176,621 +0.15% 0% $1,460,658
ROBERTS GLORE & CO INC /IL/ 0.5% 116,177 -4.5% 0.26% $960,784
WELLS FARGO & COMPANY/MN 0.47% 108,488 -0.67% 0% $897,198
Dakota Wealth Management 0.44% 102,793 +1.3% 0.02% $850,099
PenderFund Capital Management Ltd. 0.41% 96,300 +8.1% 0.13% $793,512
BANK OF AMERICA CORP /DE/ 0.41% 96,040 -13% 0% $794,254
Almitas Capital LLC 0.31% 72,863 -24% 0.13% $602,577
Aviance Capital Partners, LLC 0.29% 68,300 +3.1% 0.07% $564,837
UBS Group AG 0.28% 64,763 -9.4% 0% $535,590
Rock Point Advisors, LLC 0.25% 58,968 +6.5% 0.12% $487,665
Matisse Capital 0.23% 53,254 0% 0.2% $440,411
OSAIC HOLDINGS, INC. 0.19% 44,467 +32% 0% $367,724
GRACE & WHITE INC /NY 0.18% 41,110 -12% 0.06% $339,980
CREATIVE FINANCIAL DESIGNS INC /ADV 0.17% 38,573 0% 0.02% $318,999
Quadcap Wealth Management, LLC 0.16% 38,445 -0.06% 0.04% $317,941
RAYMOND JAMES FINANCIAL INC 0.15% 35,929 0% 0% $297,133
LPL Financial LLC 0.15% 34,960 +4.9% 0% $289,120

Institutional Holders of WESTERN ASSET INFLATION-LINKED INCOME FUND - Common Shares (WIA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2019 Q4 13,554,021 $164,676,089 +$6,448,823 $12.15 47
2019 Q3 13,048,081 $151,234,273 +$1,815,199 $11.59 57
2019 Q2 12,890,846 $150,182,656 +$9,375,883 $11.65 59
2019 Q1 12,331,653 $138,178,382 +$8,301,920 $11.21 57
2018 Q4 11,583,676 $122,672,971 +$1,815,758 $10.59 53
2018 Q3 11,328,251 $127,572,524 +$3,235,515 $11.26 50
2018 Q2 10,725,549 $122,599,542 +$3,357,858 $11.43 47
2018 Q1 10,418,270 $120,122,909 +$1,241,439 $11.53 49
2017 Q4 10,266,850 $121,048,590 +$2,666,379 $11.79 47
2017 Q3 10,012,649 $115,610,227 +$3,536,222 $11.55 48
2017 Q2 9,705,924 $109,675,983 +$5,015,332 $11.30 48
2017 Q1 9,264,418 $106,633,188 +$1,817,849 $11.51 49
2016 Q4 9,097,978 $104,439,158 +$26,378 $11.48 52
2016 Q3 9,096,538 $104,393,130 -$314,473 $11.45 53
2016 Q2 9,123,917 $104,746,158 -$2,557,052 $11.48 44
2016 Q1 9,368,995 $106,713,071 +$4,180,159 $11.39 39
2015 Q4 9,074,790 $95,920,113 +$810,881 $10.57 48
2015 Q3 8,989,545 $94,835,071 +$9,184,166 $10.55 41
2015 Q2 8,082,513 $91,091,751 +$7,602,893 $11.27 38
2015 Q1 7,457,041 $85,981,744 -$249,640 $11.53 44
2014 Q4 7,470,597 $86,654,956 -$2,892,592 $11.60 42
2014 Q3 7,728,379 $89,186,553 +$2,393,907 $11.54 38
2014 Q2 7,497,554 $91,694,104 +$5,122,675 $12.23 35
2014 Q1 7,116,284 $83,037,337 +$3,764,574 $11.65 35