Western Asset Infl-Link SecXWIAX
13F holders, Q2 2026 (June 30)52holders
4new positions
3sold out
$8.13avg. 13F price*
At the end of Q2 2026, 52 institutions reported holding Western Asset Infl-Link Sec (XWIAX) in their 13F filings, unchanged from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Karpus Management, Inc. ($70.3M), Baird Financial Group, Inc. ($4.0M) and Atlas Wealth LLC ($3.7M).
- Company
- Western Asset Infl-Link Sec
- CUSIP
- 95766Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.5M |
| Exits | 3 | $208K |
All 13F filers, Q1 2026 → Q2 2026: 1,070,973 shares bought and 412,140 shares sold, net +658,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Karpus Management, Inc. | 2.02% | Add +3.6% | 8,648,798 | $70.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 489,169 | $4.0M |
| Atlas Wealth LLC | 0.61% | New | 460,160 | $3.7M |
| Private Advisor Group, LLC | 0.01% | Add +4.5% | 246,350 | $2.0M |
| RHS Financial, LLC | 0.76% | Add +15.1% | 231,357 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 175,858 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.7% | 165,070 | $1.3M |
| Wakefield Asset Management LLLP | 0.29% | Reduce -56.5% | 157,757 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -40.7% | 145,633 | $1.2M |
| Focus Partners Wealth | 0.00% | New | 133,147 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 112,932 | $918K |
| PenderFund Capital Management Ltd. | 0.38% | No change | 103,800 | $843K |
| Dakota Wealth Management | 0.02% | Reduce -0.4% | 103,289 | $840K |
| Bank of America Corp. | 0.00% | Add +2.9% | 98,455 | $800K |
| Roberts Glore & Co. Inc. | 0.19% | Reduce -1.8% | 96,824 | $787K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 91,804 | $746K |
| PFG Investments, LLC | 0.02% | New | 73,300 | $596K |
| Aviance Capital Partners, LLC | 0.06% | Add +3.6% | 71,252 | $579K |
| Rock Point Advisors, LLC | 0.13% | No change | 64,627 | $525K |
| Almitas Capital LLC | 0.11% | No change | 56,732 | $461K |
| Matisse Capital | 0.17% | No change | 53,254 | $433K |
| LPL Financial LLC | 0.00% | Add +33.3% | 44,555 | $362K |
| Grace & White Inc. | 0.05% | No change | 41,110 | $334K |
| Creative Financial Designs Inc. | 0.01% | No change | 38,573 | $314K |
| UBS Group AG | 0.00% | Reduce -14.0% | 37,521 | $305K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 33,548 | $273K |
| Mezzasalma Advisors, LLC | 0.05% | Reduce -4.0% | 32,791 | $267K |
| Robinson Capital Management, LLC | 0.11% | No change | 31,111 | $253K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -5.0% | 27,245 | $222K |
| Envestnet Asset Management Inc. | 0.00% | Add +54.2% | 25,370 | $206K |
| &partners | 0.00% | Add +54.2% | 25,370 | $206K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 20,750 | $169K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 20,750 | $169K |
| Raymond James Financial Inc. | 0.00% | Reduce -48.7% | 18,429 | $150K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 18,121 | $147K |
| Uhlmann Price Securities, LLC | 0.01% | Reduce -0.2% | 17,779 | $145K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.8% | 15,557 | $126K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -10.1% | 13,693 | $111K |
| Wolverine Asset Management LLC | 0.01% | Reduce -67.8% | 12,962 | $105K |
| Melfa Wealth Management, Inc. | 0.05% | No change | 12,298 | $100K |
| Smith, Moore & Co. | 0.01% | No change | 11,372 | $92K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 10,434 | $85K |
| Equitable Holdings, Inc. | 0.00% | New | 10,234 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,200 | $42K |
| Royal Bank of Canada | 0.00% | Reduce -21.8% | 3,023 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,695 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $16K |
| Fortis Group Advisors, LLC | 0.00% | No change | 866 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 400 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 147 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 108 | $878 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 71 | $577 |
"% of holder's portfolio" is XWIAX's weight in each manager's 13F, not the share of Western Asset Infl-Link Sec the manager owns.