WIA Western Asset Inflation-Linked Income Fund
$7.95
Price · Aug 18, 2026
WIA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$7.95
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$8 – $9
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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WIA
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Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0520 |
| June 23, 2026 | $0.0520 |
| May 21, 2026 | $0.0520 |
| April 23, 2026 | $0.0520 |
| March 24, 2026 | $0.0520 |
| Feb. 20, 2026 | $0.0520 |
| Jan. 23, 2026 | $0.0520 |
| Dec. 23, 2025 | $0.0520 |
| Nov. 20, 2025 | $0.0520 |
| Oct. 24, 2025 | $0.0520 |
| Sept. 23, 2025 | $0.0520 |
| Aug. 22, 2025 | $0.0520 |
| July 24, 2025 | $0.0520 |
| June 23, 2025 | $0.0520 |
| May 22, 2025 | $0.0520 |
| April 23, 2025 | $0.0520 |
| March 24, 2025 | $0.0520 |
| Feb. 21, 2025 | $0.0500 |
| Jan. 24, 2025 | $0.0500 |
| Dec. 23, 2024 | $0.0500 |
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Institutional owners (13F) 55 filers · $99.1M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 5 (-4 vs prior Q) | 3 (-2 vs prior Q) | 12 (-3 vs prior Q) | 14 (-1 vs prior Q) | +850K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Karpus Management, Inc. | $70,314,726 | 8,648,798 | 70.98% | Shares |
| Baird Financial Group, Inc. | $3,976,944 | 489,169 | 4.01% | Shares |
| Atlas Wealth LLC | $3,741,101 | 460,160 | 3.78% | Shares |
| Private Advisor Group, LLC | $2,002,828 | 246,350 | 2.02% | Shares |
| RHS Financial, LLC | $1,880,934 | 231,357 | 1.90% | Shares |
| STIFEL FINANCIAL CORP | $1,429,733 | 175,858 | 1.44% | Shares |
| Integrated Wealth Concepts LLC | $1,342,022 | 165,070 | 1.35% | Shares |
| Wakefield Asset Management LLLP | $1,282,565 | 157,757 | 1.29% | Shares |
| GUGGENHEIM CAPITAL LLC | $1,158,574 | 142,506 | 1.17% | Shares |
| Focus Partners Wealth | $1,082,485 | 133,147 | 1.09% | Shares |
| PenderFund Capital Management Ltd. | $842,856 | 103,800 | 0.85% | Shares |
| Dakota Wealth Management | $839,741 | 103,289 | 0.85% | Shares |
| BANK OF AMERICA CORP /DE/ | $800,439 | 98,455 | 0.81% | Shares |
| ROBERTS GLORE & CO INC /IL/ | $787,179 | 96,824 | 0.79% | Shares |
| PFG Investments, LLC | $595,929 | 73,300 | 0.60% | Shares |
| Aviance Capital Partners, LLC | $579,279 | 71,252 | 0.58% | Shares |
| WELLS FARGO & COMPANY/MN | $569,320 | 70,027 | 0.57% | Shares |
| Rock Point Advisors, LLC | $525,418 | 64,627 | 0.53% | Shares |
| Almitas Capital LLC | $461,231 | 56,732 | 0.47% | Shares |
| Matisse Capital | $430,292 | 53,254 | 0.43% | Shares |
| LPL Financial LLC | $362,229 | 44,555 | 0.37% | Shares |
| GRACE & WHITE INC /NY | $334,224 | 41,110 | 0.34% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $313,598 | 38,573 | 0.32% | Shares |
| UBS Group AG | $305,046 | 37,521 | 0.31% | Shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | $272,745 | 33,548 | 0.28% | Shares |
| Mezzasalma Advisors, LLC | $266,590 | 32,791 | 0.27% | Shares |
| ROBINSON CAPITAL MANAGEMENT, LLC | $252,932 | 31,111 | 0.26% | Shares |
| Quadcap Wealth Management, LLC | $221,502 | 27,245 | 0.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $206,261 | 25,370 | 0.21% | Shares |
| &PARTNERS | $206,254 | 25,370 | 0.21% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $168,698 | 20,750 | 0.17% | Shares |
| Vestmark Advisory Solutions, Inc. | $168,698 | 20,750 | 0.17% | Shares |
| OPPENHEIMER & CO INC | $147,324 | 18,121 | 0.15% | Shares |
| UHLMANN PRICE SECURITIES, LLC | $144,558 | 17,779 | 0.15% | Shares |
| OSAIC HOLDINGS, INC. | $126,479 | 15,557 | 0.13% | Shares |
| MORGAN STANLEY | $114,332 | 14,062 | 0.12% | Shares |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $111,329 | 13,693 | 0.11% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $105,381 | 12,962 | 0.11% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $99,980 | 12,298 | 0.10% | Shares |
| SMITH, MOORE & CO. | $92,454 | 11,372 | 0.09% | Shares |
| HighTower Advisors, LLC | $84,828 | 10,434 | 0.09% | Shares |
| RAYMOND JAMES FINANCIAL INC | $84,024 | 10,335 | 0.08% | Shares |
| Equitable Holdings, Inc. | $83,202 | 10,234 | 0.08% | Shares |
| Steward Partners Investment Advisory, LLC | $42,276 | 5,200 | 0.04% | Shares |
| ROYAL BANK OF CANADA | $25,000 | 3,023 | 0.03% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $21,910 | 2,695 | 0.02% | Shares |
| ROTHSCHILD INVESTMENT LLC | $16,260 | 2,000 | 0.02% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $16,154 | 1,987 | 0.02% | Shares |
| Fortis Group Advisors, LLC | $7,041 | 866 | 0.01% | Shares |
| CWM, LLC | $6,060 | 750 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $3,252 | 400 | 0.00% | Shares |
| COMERICA BANK | $1,331 | 161 | 0.00% | Shares |
| WHITTIER TRUST CO OF NEVADA INC | $1,183 | 147 | 0.00% | Shares |
| FIFTH THIRD BANCORP | $878 | 108 | 0.00% | Shares |
| Rockefeller Capital Management L.P. | $577 | 71 | 0.00% | Shares |
Company insiders 10 insiders · 0 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Larson | Director | Sept. 27, 2023 P | 21,268 | 0 | 0 | $0 |
| Ronald E Toupin JR | Director | April 1, 2019 P | 2,394 | 0 | 0 | $0 |
| Kenneth Fuller | Director | Jan. 14, 2014 P | 2,000 | 0 | 0 | $0 |
| Jay R Gerken | Director | July 11, 2008 P | 2,000 | 0 | 0 | $0 |
| Ronald Nyberg | Director | June 4, 2008 S | 518 | 0 | 0 | $0 |
| Randolph L Kohn | Director | March 29, 2006 P | 2,000 | 0 | 0 | $0 |
| Peter Erichsen | Director | March 9, 2004 P | 250 | 0 | 0 | $0 |
| Stephen A Walsh | — | Feb. 27, 2012 S | 0 | 0 | 0 | $0 |
| Carl L Eichstaedt | — | June 4, 2007 P | 5,700 | 0 | 0 | $0 |
| Peter H Stutz | — | June 15, 2004 P | 750 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. ×4 filings | June 11, 2026 | 37.05% | Amendment | — | SEC |
| Karpus Management Inc. d/b/a Karpus Investment Management ×3 filings | Sept. 18, 2024 | — | Initial filing | — | SEC |
| Cascade Investment, L.L.C., William H. Gates III ×18 filings | Feb. 9, 2023 | — | Initial filing | — | SEC |
| Karpus Investment Management ×8 filings | Feb. 10, 2021 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.