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

WESTERN ASST INFLTN LKD INM

56 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 95766Q106·56 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
56
filers reporting
Concentration
72.98%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported XWIAX in Q1 2026. Karpus Management, Inc. leads at 73.0% of the visible book.

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
$4M489K0.01%Q2 202603
Atlas Wealth LLC
CIK 0001964106
$4M460K0.53%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$2M246K0.01%Q2 202605
RHS Financial, LLC
CIK 0001766514
$2M231K0.76%Q2 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$1M176K0.00%Q2 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$1M165K0.01%Q2 202608
Wakefield Asset Management LLLP
CIK 0001600435
$1M158K0.29%Q2 202609
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M146K0.01%Q2 202610
Focus Partners Wealth
CIK 0001542153
$1M133K0.00%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$903K112K0.00%Q1 202612
Dakota Wealth Management
CIK 0001631353
$840K103K0.02%Q2 202613
PenderFund Capital Management Ltd.
CIK 0001706164
$836K104K0.13%Q1 202614
ROBERTS GLORE & CO INC /IL/
CIK 0001017115
$787K97K0.19%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$773K96K0.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$743K92K0.00%Q1 202617
PFG Investments, LLC
CIK 0001973224
$596K73K0.02%Q2 202618
Aviance Capital Partners, LLC
CIK 0001542383
$579K71K0.06%Q2 202619
Rock Point Advisors, LLC
CIK 0001301540
$525K65K0.13%Q2 202620
Almitas Capital LLC
CIK 0001596468
$458K57K0.10%Q1 2026
Page 1 of 3
36 more holders available. Log in →