13F Insight
DOSSIER · 13F Holders · Q3 2026
XWIAX

WESTERN ASST INFLTN LKD INM

55 institutions still hold WESTERN ASST INFLTN LKD INM as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766Q106·55 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$95M
visible holders
Holders
55
filers reporting
Concentration
71.35%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

55 institutions reported XWIAX in Q3 2026. Karpus Management, Inc. leads at 71.4% 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
$68M8.9M2.03%Q3 202602
Baird Financial Group, Inc.
CIK 0001648711
$4M511K0.01%Q3 202603
Atlas Wealth LLC
CIK 0001964106
$2M290K0.31%Q3 202604
RHS Financial, LLC
CIK 0001766514
$2M255K0.66%Q3 202605
Private Advisor Group, LLC
CIK 0001567755
$2M249K0.01%Q3 202606
Focus Partners Wealth
CIK 0001542153
$1M184K0.00%Q3 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$1M165K0.01%Q2 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$1M176K0.00%Q3 202609
Wakefield Asset Management LLLP
CIK 0001600435
$1M167K0.29%Q3 202610
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M146K0.01%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$918K113K0.00%Q2 202612
PenderFund Capital Management Ltd.
CIK 0001706164
$843K104K0.11%Q2 202613
Dakota Wealth Management
CIK 0001631353
$805K106K0.01%Q3 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$800K98K0.00%Q2 202615
ROBERTS GLORE & CO INC /IL/
CIK 0001017115
$757K99K0.18%Q3 202616
PFG Investments, LLC
CIK 0001973224
$558K73K0.02%Q3 202617
Aviance Capital Partners, LLC
CIK 0001542383
$538K71K0.06%Q3 202618
MORGAN STANLEY
CIK 0000895421
$510K67K0.00%Q3 202619
Rock Point Advisors, LLC
CIK 0001301540
$492K65K0.12%Q3 202620
Almitas Capital LLC
CIK 0001596468
$461K57K0.11%Q2 2026
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