Western Asset Infl-Link SecXWIAX
13F holders, Q4 2024 (December 31)50holders
2new positions
4sold out
$8.02avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding Western Asset Infl-Link Sec (XWIAX) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Karpus Management, Inc. ($61.9M), Baird Financial Group, Inc. ($3.6M) and Guggenheim Capital LLC ($2.2M).
- Company
- Western Asset Infl-Link Sec
- CUSIP
- 95766Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $260K |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 325,685 shares bought and 516,423 shares sold, net −190,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Karpus Management, Inc. | 1.83% | Add +1.2% | 7,743,070 | $61.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 445,314 | $3.6M |
| Guggenheim Capital LLC | 0.02% | Add +102.4% | 281,181 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -0.6% | 241,044 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -15.8% | 234,420 | $1.9M |
| North Ground Capital | 1.90% | — | 220,000 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -11.3% | 199,676 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 177,627 | $1.4M |
| RHS Financial, LLC | 0.73% | Add +5.7% | 176,161 | $1.4M |
| Almitas Capital LLC | 0.28% | No change | 159,057 | $1.3M |
| Roberts Glore & Co. Inc. | 0.33% | Reduce -5.8% | 140,673 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -61.8% | 123,438 | $988K |
| Wakefield Asset Management LLLP | 0.29% | Add +5.2% | 107,468 | $860K |
| Dakota Wealth Management | 0.02% | No change | 106,468 | $852K |
| PenderFund Capital Management Ltd. | 0.32% | No change | 61,666 | $709K |
| Wells Fargo & Company | 0.00% | Add +15.6% | 84,813 | $679K |
| UBS Group AG | 0.00% | Reduce -1.4% | 73,891 | $591K |
| Rock Point Advisors, LLC | 0.14% | Reduce -17.5% | 60,359 | $483K |
| Matisse Capital | 0.22% | No change | 53,254 | $426K |
| Grace & White Inc. | 0.07% | Add +21.0% | 46,694 | $374K |
| Aviance Capital Partners, LLC | 0.05% | Add +44.9% | 46,396 | $371K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 44,345 | $355K |
| Creative Financial Designs Inc. | 0.03% | Reduce -2.5% | 38,573 | $309K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 33,548 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.1% | 31,781 | $254K |
| Mezzasalma Advisors, LLC | 0.08% | New | 31,314 | $251K |
| Raymond James Financial Inc. | 0.00% | — | 30,480 | $244K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -46.9% | 28,281 | $226K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 25,362 | $203K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -27.4% | 25,151 | $201K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 23,065 | $185K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 20,600 | $165K |
| CSS LLC | 0.03% | Reduce -18.2% | 20,572 | $165K |
| Uhlmann Price Securities, LLC | 0.11% | Reduce -28.9% | 18,453 | $148K |
| Royal Bank of Canada | 0.00% | Add +112.0% | 13,880 | $111K |
| Arnhold LLC | 0.01% | No change | 12,654 | $101K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 12,298 | $98K |
| Smith, Moore & Co. | 0.01% | No change | 11,372 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.4% | 5,200 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,949 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,695 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $16K |
| MAI Capital Management | 0.00% | New | 1,182 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 866 | $7K |
| Bessemer Group Inc. | 0.00% | Add +0.6% | 789 | $6K |
| Comerica Bank | 0.00% | Reduce -0.3% | 359 | $3K |
| PFS Partners, LLC | 0.00% | No change | 314 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 55 | $438 |
| WPG Advisers, LLC | 0.00% | — | 52 | $416 |
| Cwm, LLC | 0.00% | No change | 37 | $0 |
"% 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.