Western Asset Infl-Link SecXWIAX
13F holders, Q1 2025 (March 31)49holders −1
5new positions
6sold out
$8.30avg. 13F price*
At the end of Q1 2025, 49 institutions reported holding Western Asset Infl-Link Sec (XWIAX) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Karpus Management, Inc. ($65.1M), Baird Financial Group, Inc. ($3.8M) and Guggenheim Capital LLC ($3.6M).
- Company
- Western Asset Infl-Link Sec
- CUSIP
- 95766Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $460K |
| Exits | 6 | $374K |
All 13F filers, Q4 2024 → Q1 2025: 322,257 shares bought and 120,488 shares sold, net +201,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Karpus Management, Inc. | 2.11% | Add +0.8% | 7,805,355 | $65.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.0% | 454,390 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Add +52.1% | 427,825 | $3.6M |
| Fiera Capital Corp | 0.01% | No change | 241,044 | $2.0M |
| North Ground Capital | 2.01% | Add +8.6% | 238,928 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 214,689 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.6% | 196,419 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 179,091 | $1.5M |
| RHS Financial, LLC | 0.83% | Add +1.1% | 178,140 | $1.5M |
| Almitas Capital LLC | 0.44% | No change | 159,057 | $1.3M |
| Roberts Glore & Co. Inc. | 0.35% | Reduce -3.3% | 135,973 | $1.1M |
| Wakefield Asset Management LLLP | 0.27% | Reduce -0.3% | 107,145 | $894K |
| Dakota Wealth Management | 0.02% | No change | 106,468 | $888K |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 105,772 | $883K |
| Wells Fargo & Company | 0.00% | Add +7.1% | 90,810 | $758K |
| UBS Group AG | 0.00% | Add +0.9% | 74,524 | $622K |
| Rock Point Advisors, LLC | 0.15% | Reduce -1.7% | 59,359 | $495K |
| Aviance Capital Partners, LLC | 0.06% | Add +18.0% | 54,764 | $457K |
| Matisse Capital | 0.23% | No change | 53,254 | $444K |
| Grace & White Inc. | 0.08% | No change | 46,694 | $390K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 44,345 | $370K |
| Creative Financial Designs Inc. | 0.03% | No change | 38,573 | $322K |
| Raymond James Financial Inc. | 0.00% | Add +19.5% | 36,432 | $304K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 33,548 | $280K |
| Mezzasalma Advisors, LLC | 0.09% | Add +1.9% | 31,895 | $266K |
| LPL Financial LLC | 0.00% | New | 30,761 | $257K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 25,342 | $212K |
| Oppenheimer & Co. Inc. | 0.00% | Add +15.4% | 23,773 | $198K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -22.3% | 21,985 | $183K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -19.6% | 20,235 | $169K |
| Transcend Capital Advisors, LLC | 0.01% | New | 19,150 | $160K |
| Uhlmann Price Securities, LLC | 0.12% | Add +1.8% | 18,793 | $157K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.7% | 17,141 | $143K |
| Royal Bank of Canada | 0.00% | Add +12.7% | 15,636 | $130K |
| CSS LLC | 0.02% | Reduce -36.5% | 13,072 | $109K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 12,298 | $103K |
| Smith, Moore & Co. | 0.01% | No change | 11,372 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,200 | $43K |
| Wolverine Asset Management LLC | 0.00% | New | 3,196 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,949 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,695 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $17K |
| Elequin Capital, LP | 0.00% | New | 1,907 | $16K |
| Fortis Group Advisors, LLC | 0.00% | No change | 866 | $7K |
| Comerica Bank | 0.00% | Reduce -6.4% | 336 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 67 | $559 |
| PenderFund Capital Management Ltd. | 0.00% | Reduce -3.8% | 59,332 | $277 |
| WPG Advisers, LLC | 0.00% | Reduce -44.2% | 29 | $242 |
| 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.