WESTERN ASSET INFL-LINK SEC (XWIAX) Institutional Ownership Changes & 13F Activity
WESTERN ASSET INFL-LINK SEC (XWIAX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Karpus Management, Inc., Wakefield Asset Management Lllp, Focus Partners Wealth, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -8,121 | -4.7% | 165,070 | $1.34M | Q2 2026 | Sep 09, 2026 |
| Equitable Holdings, Inc. | Buy | +10,234 | — | 10,234 | $83.20K | Q2 2026 | Aug 17, 2026 |
| Karpus Management, Inc. | Buy | +302,388 | +3.6% | 8,648,798 | $70.31M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -17,500 | -48.7% | 18,429 | $149.83K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -13,675 | -46.8% | 15,557 | $126.48K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +8,918 | +54.2% | 25,370 | $206.25K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +2,807 | +2.9% | 98,455 | $800.44K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,144 | +1.0% | 112,932 | $918.14K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -844 | -21.8% | 3,023 | $25.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -6,128 | -14.0% | 37,521 | $305.05K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -159 | -0.2% | 91,804 | $746.38K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +133,147 | — | 133,147 | $1.08M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -99,886 | -40.7% | 145,633 | $1.18M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +11,893 | +7.3% | 175,858 | $1.43M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +3,605 | +0.7% | 489,169 | $3.98M | Q2 2026 | Aug 12, 2026 |
| Wakefield Asset Management Lllp | Sell | -205,233 | -56.5% | 157,757 | $1.28M | Q2 2026 | Aug 11, 2026 |
| Roberts Glore & Co Inc | Sell | -1,738 | -1.8% | 96,824 | $787.18K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Sell | -27,275 | -67.8% | 12,962 | $105.38K | Q2 2026 | Aug 10, 2026 |
| Mezzasalma Advisors, Llc | Sell | -1,375 | -4.0% | 32,791 | $266.59K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +11,139 | +33.3% | 44,555 | $362.23K | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | Sell | -454 | -0.4% | 103,289 | $839.74K | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Buy | +8,917 | +54.2% | 25,370 | $206.26K | Q2 2026 | Aug 03, 2026 |
| Aviance Capital Partners, Llc | Buy | +2,464 | +3.6% | 71,252 | $579.28K | Q2 2026 | Jul 31, 2026 |
| Quadcap Wealth Management, Llc | Sell | -1,425 | -5.0% | 27,245 | $221.50K | Q2 2026 | Jul 31, 2026 |
| Atlas Wealth Llc | Buy | +460,160 | — | 460,160 | $3.74M | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +10,565 | +4.5% | 246,350 | $2.00M | Q2 2026 | Jul 27, 2026 |
| Uhlmann Price Securities, Llc | Sell | -39 | -0.2% | 17,779 | $144.56K | Q2 2026 | Jul 24, 2026 |
| Pfg Investments, Llc | Buy | +73,300 | — | 73,300 | $595.93K | Q2 2026 | Jul 23, 2026 |
| Nations Financial Group Inc | Sell | -1,535 | -10.1% | 13,693 | $111.33K | Q2 2026 | Jul 23, 2026 |
| Susquehanna International Group, Llp | Sell | -13,775 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about XWIAX activity
Which institutional owners are buying XWIAX?
Institutional owners buying XWIAX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XWIAX activity?
"Buy" means an investor increased their reported position in XWIAX compared to the prior reporting period. This reflects growing exposure to WESTERN ASSET INFL-LINK SEC (XWIAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XWIAX increasing?
Institutional interest in XWIAX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.