13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XWIAX

WESTERN ASST INFLTN LKD INM

54 institutions still hold WESTERN ASST INFLTN LKD INM as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766Q106·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$90M
55.0% inst. owned
of float
Holders
54
-42 QoQ
filers reporting
Activity
+56 / −95
+783 added · −823 reduced
this quarter
Concentration
74.86%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported XWIAX in Q1 2026. Karpus Management, Inc. leads at 74.9% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Karpus Management, Inc.
CIK 0001048703
$67M8.3M2.10%Q1 202602
Baird Financial Group, Inc.
CIK 0001648711
$4M486K0.01%Q1 202603
Wakefield Asset Management LLLP
CIK 0001600435
$3M363K0.78%Q1 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M246K0.02%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$2M236K0.01%Q1 202606
RHS Financial, LLC
CIK 0001766514
$2M201K0.77%Q1 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$1M173K0.01%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$1M164K0.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$903,247112K0.00%Q1 202610
Dakota Wealth Management
CIK 0001631353
$838,245104K0.02%Q1 202611
PenderFund Capital Management Ltd.
CIK 0001706164
$835,590104K0.13%Q1 202612
ROBERTS GLORE & CO INC /IL/
CIK 0001017115
$796,38199K0.22%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$772,83396K0.00%Q1 202614
MORGAN STANLEY
CIK 0000895421
$743,07692K0.00%Q1 202615
Aviance Capital Partners, LLC
CIK 0001542383
$564,83768K0.07%Q4 202516
Rock Point Advisors, LLC
CIK 0001301540
$522,18665K0.14%Q1 202617
Almitas Capital LLC
CIK 0001596468
$458,39557K0.10%Q1 202618
Matisse Capital
CIK 0001668256
$430,29253K0.18%Q1 202619
UBS Group AG
CIK 0001610520
$352,68444K0.00%Q1 202620
GRACE & WHITE INC /NY
CIK 0000903064
$332,16941K0.06%Q1 2026
Page 1 of 3
34 more holders available. Log in →