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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

50 managers (50 13F filers) reported a position in XWIAX shares at 2025-03-31, 11,422,666 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
50
New
5
Added
14
Reduced
14
Sold out
6
Shares held by filers
11,422,666

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Karpus Management, Inc.7,805,355$65.1M2.11%+62,28513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.454,390$3.79M0.01%+9,07613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC427,825$3.57M0.03%+146,64413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp241,044$2.01M0.01%013F-HRTimelineGroup
North Ground Capital238,928$1.97M2.01%+18,92813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY214,689$1.79M<0.01%-19,73113F-HRTimelineGroup
Integrated Wealth Concepts LLC196,419$1.64M0.02%-3,25713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,091$1.49M<0.01%+1,46413F-HRTimelineGroup
RHS Financial, LLC178,140$1.49M0.83%+1,97913F-HRTimeline
Almitas Capital LLC159,057$1.33M0.44%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/135,973$1.14M0.35%-4,70013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…107,145$894K0.27%-32313F-HRTimelineGroup
Dakota Wealth Management106,468$888K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,772$883K<0.01%-17,66613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,810$758K<0.01%+5,99713F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,524$622K<0.01%+63313F-HRTimelineGroup
Rock Point Advisors, LLC59,359$495K0.15%-1,00013F-HRTimeline
Aviance Capital Partners, LLC54,764$457K0.06%+8,36813F-HRTimeline
Matisse Capital53,254$444K0.23%013F-HRTimeline
GRACE & WHITE INC /NY46,694$390K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC44,345$370K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$322K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,432$304K<0.01%+5,95213F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$280K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC31,895$266K0.09%+58113F-HRTimeline
LPL Financial LLC30,761$257K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,342$212K<0.01%-2013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,773$198K<0.01%+3,17313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,985$183K0.02%-6,29613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,235$169K0.01%-4,91613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,150$160K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC18,793$157K0.12%+34013F-HRTimeline
HighTower Advisors, LLC17,141$143K<0.01%-5,92413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,636$130K<0.01%+1,75613F-HR/ATimelineGroup
CSS LLC/IL13,072$109K0.01%-7,50013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,298$103K0.07%013F-HRTimeline
SMITH, MOORE & CO.11,372$94.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,200$43.4K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,196$26.7K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,949$24.6K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$22.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16.7K<0.01%013F-HRTimeline
Elequin Capital, LP1,907$15.9K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC866$7.23K<0.01%013F-HRTimeline
COMERICA BANK336$2.8K<0.01%-2313F-HRTimeline
Geneos Wealth Management Inc.67$559<0.01%new13F-HRTimeline
WPG Advisers, LLC29$242<0.01%-2313F-HRTimeline
CWM, LLCin group CWM, LLC37$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PenderFund Capital Management Ltd.59,332$277-2,33413F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

  • Karpus Management, Inc. reported 8,894,690 XWIAX shares, 38.14% of the class, as of 2026-09-29, in a 13D/A filed 2026-10-01. 0001072613-26-000808

    Accepted , ingested