WESTERN ASSET INFL-LINK SEC (XWIAX) Institutional Shareholders

WESTERN ASSET INFL-LINK SEC (XWIAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $98.16M in XWIAX holdings during the latest filing period.

Karpus Management, Inc. is currently the largest disclosed institutional shareholder of XWIAX tracked by InsiderSet, reporting ownership valued at approximately $70.31M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed XWIAX value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., Baird Financial Group, Inc., Atlas Wealth Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET INFL-LINK SEC (XWIAX).

This page ranks the largest institutional XWIAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

51

Total Reported Value

$98.16M

Largest Holder

Karpus Management, Inc.

Largest Position

$70.31M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

62

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Karpus Management, Inc.2.02%8,648,798$70,314,726
Baird Financial Group, Inc.0.01%489,169$3,976,944
Atlas Wealth Llc0.53%460,160$3,741,101
Private Advisor Group, Llc0.01%246,350$2,002,828
Stifel Financial Corp0.00%175,858$1,429,733
Integrated Wealth Concepts Llc0.01%165,070$1,342,019
Wakefield Asset Management Lllp0.29%157,757$1,282,565
Guggenheim Capital Llc0.01%145,633$1,183,997
Focus Partners Wealth0.00%133,147$1,082,485
Wells Fargo & Company/Mn0.00%112,932$918,138
Dakota Wealth Management0.02%101,443$854,151
Penderfund Capital Management Ltd.0.11%103,800$842,856
Bank Of America Corp0.00%98,455$800,439
Roberts Glore & Co Inc0.19%96,824$787,179
Morgan Stanley0.00%91,804$746,385
Pfg Investments, Llc0.02%73,300$595,929
Aviance Capital Partners, Llc0.06%71,252$579,279
Rock Point Advisors, Llc0.13%64,627$525,418
Almitas Capital Llc0.11%56,732$461,231
Matisse Capital0.17%53,254$432,955
Lpl Financial Llc0.00%44,555$362,229
Grace & White Inc0.05%41,110$334,224
Creative Financial Designs Inc0.01%38,573$313,598
Ubs Group Ag0.00%37,521$305,046
Capstone Investment Advisors, Llc0.00%33,548$272,745
Mezzasalma Advisors, Llc0.05%32,791$266,590
Robinson Capital Management, Llc0.11%31,111$252,932
Quadcap Wealth Management, Llc0.02%27,245$221,502
Envestnet Asset Management Inc0.00%25,370$206,261
&Partners0.00%25,370$206,254
Elevation Point Wealth Partners, Llc0.00%20,750$168,698
Vestmark Advisory Solutions, Inc.0.00%20,750$168,698
Raymond James Financial Inc0.00%18,429$149,829
Oppenheimer & Co Inc0.00%18,121$147,324
Uhlmann Price Securities, Llc0.01%17,779$144,558
Osaic Holdings, Inc.0.00%15,557$126,479
Nations Financial Group Inc0.01%13,693$111,329
Wolverine Asset Management Llc0.00%12,962$105,381
Melfa Wealth Management, Inc.0.05%12,298$99,980
Smith, Moore & Co.0.01%11,372$92,454
Equitable Holdings, Inc.0.00%10,234$83,202
Steward Partners Investment Advisory, Llc0.00%5,200$42,276
Royal Bank Of Canada0.00%3,023$25,000
Blue Bell Private Wealth Management, Llc0.00%2,695$21,910
Rothschild Investment Llc0.00%2,000$16,260
Fortis Group Advisors, Llc0.00%866$7,041
Cwm, Llc0.00%750$6,060
Highline Wealth Partners Llc0.00%400$3,252
Whittier Trust Co Of Nevada Inc0.00%147$1,183
Fifth Third Bancorp0.00%108$878
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Frequently asked questions about XWIAX

  • Who owns the most XWIAX stock?

    The largest holders of XWIAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET INFL-LINK SEC (XWIAX).

  • Is XWIAX widely held by superinvestors?

    Many widely followed stocks like XWIAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XWIAX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.