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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

46 managers (46 13F filers) reported a position in XWIAX shares at 2025-06-30, 11,697,623 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
2
Added
14
Reduced
17
Sold out
6
Shares held by filers
11,697,623

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.8,077,278$67.8M2.19%+271,92313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC527,399$4.43M0.04%+99,57413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.451,131$3.79M0.01%-3,25913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp235,939$1.98M0.01%-5,10513F-HRTimelineGroup
North Ground Capital212,770$1.79M2.28%-26,15813F-HRTimeline
Integrated Wealth Concepts LLC193,054$1.62M0.02%-3,36513F-HRTimeline
RHS Financial, LLC183,706$1.54M0.88%+5,56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP173,842$1.46M<0.01%-5,24913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY167,276$1.41M<0.01%-47,41313F-HRTimelineGroup
Almitas Capital LLC151,642$1.27M0.32%-7,41513F-HRTimeline
ROBERTS GLORE & CO INC /IL/123,712$1.04M0.3%-12,26113F-HRTimeline
Dakota Wealth Management110,043$924K0.02%+3,57513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…107,848$906K0.25%+70313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,676$829K<0.01%-7,09613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,307$801K<0.01%+4,49713F-HRTimelineGroup
PenderFund Capital Management Ltd.75,932$638K0.15%+16,60013F-HRTimeline
UBS Group AGin group UBS Group AG74,919$629K<0.01%+39513F-HRTimelineGroup
Aviance Capital Partners, LLC62,962$529K0.07%+8,19813F-HRTimeline
Rock Point Advisors, LLC59,580$500K0.14%+22113F-HRTimeline
Matisse Capital53,254$447K0.21%013F-HRTimeline
GRACE & WHITE INC /NY46,694$392K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC41,845$351K0.04%-2,50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$324K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,429$306K<0.01%-313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$282K<0.01%013F-HRTimelineGroup
LPL Financial LLC32,819$276K<0.01%+2,05813F-HRTimeline
Mezzasalma Advisors, LLC32,499$273K0.08%+60413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,629$207K<0.01%-71313F-HR/ATimelineGroup
PFG Investments, LLC24,000$202K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,821$200K<0.01%+4813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC22,000$185K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,736$157K0.01%-1,49913F-HRTimeline
HighTower Advisors, LLC16,778$141K<0.01%-36313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC16,386$138K0.1%-2,40713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,298$103K0.07%013F-HRTimeline
SMITH, MOORE & CO.11,372$95.5K0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,056$84.5K0.01%-11,92913F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,200$43.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,586$39K<0.01%-11,05013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,949$24.8K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$22.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16.8K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC866$7.27K<0.01%013F-HRTimeline
COMERICA BANK537$4.51K<0.01%+20113F-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.

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