Western Asset Infl-Link SecXWIAX
13F holders, Q4 2025 (December 31)50holders +2
5new positions
3sold out
$8.27avg. 13F price*
At the end of Q4 2025, 50 institutions reported holding Western Asset Infl-Link Sec (XWIAX) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Karpus Management, Inc. ($67.3M), Baird Financial Group, Inc. ($3.9M) and Guggenheim Capital LLC ($2.7M).
- Company
- Western Asset Infl-Link Sec
- CUSIP
- 95766Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $356K |
| Exits | 3 | $330K |
All 13F filers, Q3 2025 → Q4 2025: 782,593 shares bought and 649,112 shares sold, net +133,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Karpus Management, Inc. | 2.07% | Add +3.8% | 8,143,596 | $67.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 467,023 | $3.9M |
| Guggenheim Capital LLC | 0.02% | Reduce -42.0% | 325,668 | $2.7M |
| Wakefield Asset Management LLLP | 0.71% | Add +176.3% | 316,360 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +285.3% | 217,773 | $1.8M |
| Morgan Stanley | 0.00% | Add +16.7% | 193,440 | $1.6M |
| RHS Financial, LLC | 0.76% | Add +0.0% | 188,625 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.0% | 183,101 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 176,621 | $1.5M |
| Roberts Glore & Co. Inc. | 0.26% | Reduce -4.5% | 116,177 | $961K |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 108,488 | $897K |
| Dakota Wealth Management | 0.02% | Add +1.3% | 102,793 | $850K |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 96,040 | $794K |
| PenderFund Capital Management Ltd. | 0.30% | Add +8.1% | 96,300 | $794K |
| Almitas Capital LLC | 0.13% | Reduce -23.9% | 72,863 | $603K |
| Aviance Capital Partners, LLC | 0.07% | Add +3.1% | 68,300 | $565K |
| UBS Group AG | 0.00% | Reduce -9.4% | 64,763 | $536K |
| Rock Point Advisors, LLC | 0.12% | Add +6.5% | 58,968 | $488K |
| Matisse Capital | 0.20% | No change | 53,254 | $440K |
| Osaic Holdings, Inc. | 0.00% | Add +32.1% | 44,467 | $368K |
| Grace & White Inc. | 0.06% | Reduce -12.0% | 41,110 | $340K |
| Creative Financial Designs Inc. | 0.02% | No change | 38,573 | $319K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.1% | 38,445 | $318K |
| Raymond James Financial Inc. | 0.00% | No change | 35,929 | $297K |
| LPL Financial LLC | 0.00% | Add +4.9% | 34,960 | $289K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 33,548 | $277K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.6% | 33,632 | $277K |
| Robinson Capital Management, LLC | 0.11% | No change | 31,111 | $257K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +36.7% | 22,350 | $185K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 22,350 | $185K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.4% | 21,821 | $180K |
| Fiera Capital Corp | 0.00% | Reduce -91.6% | 20,107 | $166K |
| Uhlmann Price Securities, LLC | 0.09% | Reduce -2.6% | 17,833 | $147K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -4.9% | 17,546 | $145K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.4% | 13,310 | $110K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 12,298 | $102K |
| Smith, Moore & Co. | 0.01% | No change | 11,372 | $94K |
| North Ground Capital | 0.04% | Reduce -89.1% | 10,892 | $90K |
| &partners | 0.00% | New | 10,306 | $85K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,306 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,200 | $43K |
| Royal Bank of Canada | 0.00% | Add +1.9% | 3,618 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,051 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,695 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $17K |
| Fortis Group Advisors, LLC | 0.00% | No change | 866 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 400 | $3K |
| Comerica Bank | 0.00% | Reduce -67.5% | 161 | $1K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 56 | $467 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 55 | $455 |
"% 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.