Western Asset Infl-Link SecXWIAX
13F holders, Q1 2026 (March 31)52holders +2
8new positions
5sold out
$8.08avg. 13F price*
At the end of Q1 2026, 52 institutions reported holding Western Asset Infl-Link Sec (XWIAX) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Karpus Management, Inc. ($67.4M), Baird Financial Group, Inc. ($3.9M) and Wakefield Asset Management LLLP ($2.9M).
- Company
- Western Asset Infl-Link Sec
- CUSIP
- 95766Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $542K |
| Exits | 5 | $283K |
All 13F filers, Q4 2025 → Q1 2026: 396,434 shares bought and 331,226 shares sold, net +65,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Karpus Management, Inc. | 2.10% | Add +2.5% | 8,346,410 | $67.4M |
| Baird Financial Group, Inc. | 0.01% | Add +4.0% | 485,564 | $3.9M |
| Wakefield Asset Management LLLP | 0.78% | Add +14.7% | 362,990 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Reduce -24.6% | 245,519 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +8.3% | 235,785 | $1.9M |
| RHS Financial, LLC | 0.77% | Add +6.6% | 201,065 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.4% | 173,191 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -7.2% | 163,965 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 111,788 | $903K |
| Dakota Wealth Management | 0.02% | Add +0.9% | 103,743 | $838K |
| PenderFund Capital Management Ltd. | 0.39% | Add +7.8% | 103,800 | $836K |
| Roberts Glore & Co. Inc. | 0.22% | Reduce -15.2% | 98,562 | $796K |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 95,648 | $773K |
| Morgan Stanley | 0.00% | Reduce -52.5% | 91,963 | $743K |
| Aviance Capital Partners, LLC | 0.07% | Add +0.7% | 68,788 | $556K |
| Rock Point Advisors, LLC | 0.14% | Add +9.6% | 64,627 | $522K |
| Almitas Capital LLC | 0.10% | Reduce -22.1% | 56,732 | $458K |
| Matisse Capital | 0.18% | No change | 53,254 | $430K |
| UBS Group AG | 0.00% | Reduce -32.6% | 43,649 | $353K |
| Grace & White Inc. | 0.06% | No change | 41,110 | $332K |
| Wolverine Asset Management LLC | 0.02% | New | 40,237 | $325K |
| Creative Financial Designs Inc. | 0.02% | No change | 38,573 | $312K |
| Raymond James Financial Inc. | 0.00% | No change | 35,929 | $290K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.6% | 34,166 | $276K |
| Capstone Investment Advisors, LLC | 0.00% | No change | 33,548 | $271K |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 33,416 | $270K |
| Robinson Capital Management, LLC | 0.12% | No change | 31,111 | $254K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.3% | 29,232 | $236K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -25.4% | 28,670 | $232K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -7.2% | 20,750 | $168K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -7.2% | 20,750 | $168K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -17.0% | 18,121 | $146K |
| Uhlmann Price Securities, LLC | 0.01% | Reduce -0.1% | 17,818 | $144K |
| Envestnet Asset Management Inc. | 0.00% | Add +59.6% | 16,453 | $133K |
| &partners | 0.00% | Add +59.6% | 16,452 | $133K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -13.2% | 15,228 | $123K |
| Susquehanna International Group, LLP | 0.00% | New | 13,775 | $111K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 12,298 | $99K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 11,736 | $95K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.8% | 11,476 | $93K |
| Smith, Moore & Co. | 0.01% | No change | 11,372 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,200 | $42K |
| Royal Bank of Canada | 0.00% | Add +6.9% | 3,867 | $31K |
| 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 |
| Cwm, LLC | 0.00% | New | 750 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 400 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 200 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 147 | $1K |
| Fifth Third Bancorp | 0.00% | New | 108 | $873 |
| Rockefeller Capital Management L.P. | 0.00% | New | 71 | $574 |
"% 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.