Western Asset Inflation-Linked Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WIA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Apr 25	BuyUS$2,038,887	Karpus Management Inc.	Company	243,886	US$8.36
01 Apr 25	SellUS$232,467	Karpus Management Inc.	Company	27,807	US$8.36
16 Sep 24	BuyUS$3,060,503	Karpus Management Inc.	Company	368,075	US$8.36
13 Sep 24	SellUS$69,633	Karpus Management Inc.	Company	8,442	US$8.33

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WIA?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	21,268	0.0912%
Institutions	11,513,346	49.4%
General Public	11,787,642	50.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 48.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
33.9%	Karpus Management Inc.	7,912,094	US$64.6m	1.37%	2.08%
1.95%	Robert W. Baird & Co. Incorporated, Asset Management Arm	454,390	US$3.7m	2.04%	0.01%
1.83%	Guggenheim Partners, LLC	427,353	US$3.5m	52.2%	0.03%
1.03%	Fiera Capital Corporation	241,044	US$2.0m	0%	no data
1.02%	CF Capital LLC	238,928	US$1.9m	8.6%	1.92%
0.84%	Integrated Wealth Concepts LLC	196,419	US$1.6m	-1.63%	0.02%
0.81%	Eaton Vance Management	187,806	US$1.5m	-6.83%	no data
0.77%	Stifel Asset Management Corp.	179,091	US$1.5m	0.82%	no data
0.76%	RHS Financial, LLC	178,140	US$1.5m	1.12%	0.8%
0.68%	Almitas Capital LLC	159,057	US$1.3m	0%	0.25%
0.58%	Roberts, Glore & Co.	135,973	US$1.1m	-3.34%	0.34%
0.46%	Wakefield Asset Management, LLLP	107,145	US$874.3k	-0.3%	0.25%
0.46%	Dakota Wealth, LLC	106,468	US$868.8k	0%	0.02%
0.45%	Merrill Lynch & Co. Inc., Banking Investments	105,772	US$863.1k	-14.3%	no data
0.39%	Wells Fargo & Company, Securities and Brokerage Investments	90,810	US$741.0k	7.07%	no data
0.32%	UBS Asset Management AG	74,524	US$608.1k	0.86%	no data
0.26%	PenderFund Capital Management Ltd.	61,666	US$503.2k	0%	0.12%
0.25%	Rock Point Advisors, LLC	59,359	US$484.4k	-1.66%	0.15%
0.23%	Aviance Capital Partners LLC	54,764	US$446.9k	18%	0.06%
0.23%	Deschutes Portfolio Strategy, LLC	53,254	US$434.6k	0%	0.21%
0.2%	Grace & White, Inc.	46,694	US$381.0k	0%	0.07%
0.19%	QuadCap Wealth Management, LLC	44,345	US$361.9k	0%	0.05%
0.17%	Creative Financial Designs Inc, Asset Management Arm	38,573	US$314.8k	0%	0.02%
0.16%	Raymond James Financial Inc., Asset Management Arm	36,432	US$297.3k	19.5%	no data
0.14%	Capstone Investment Advisors, LLC	33,548	US$273.8k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/29 03:05
End of Day Share Price	2025/05/29 00:00
Earnings	2024/11/30
Annual Earnings	2024/11/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Western Asset Inflation-Linked Income Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.