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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

52 managers (52 13F filers) reported a position in XWIAX shares at 2026-03-31, 11,655,568 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
14
Reduced
17
Sold out
5
Shares held by filers
11,655,568

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.8,346,410$67.4M2.1%+202,81413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.485,564$3.92M0.01%+18,54113F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…362,990$2.93M0.78%+46,63013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC245,519$1.98M0.02%-80,14913F-HRTimelineGroup
Private Advisor Group, LLC235,785$1.91M0.01%+18,01213F-HRTimeline
RHS Financial, LLC201,065$1.62M0.77%+12,44013F-HRTimeline
Integrated Wealth Concepts LLC173,191$1.4M0.01%-9,91013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,965$1.32M<0.01%-12,65613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,788$903K<0.01%+3,30013F-HR/ATimelineGroup
Dakota Wealth Management103,743$838K0.02%+95013F-HR/ATimeline
PenderFund Capital Management Ltd.103,800$836K0.13%+7,50013F-HRTimeline
ROBERTS GLORE & CO INC /IL/98,562$796K0.22%-17,61513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,648$773K<0.01%-39213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY91,963$743K<0.01%-101,47713F-HRTimelineGroup
Aviance Capital Partners, LLC68,788$556K0.07%+48813F-HRTimeline
Rock Point Advisors, LLC64,627$522K0.14%+5,65913F-HRTimeline
Almitas Capital LLC56,732$458K0.1%-16,13113F-HRTimeline
Matisse Capital53,254$430K0.18%013F-HRTimeline
UBS Group AGin group UBS Group AG43,649$353K<0.01%-21,11413F-HRTimelineGroup
GRACE & WHITE INC /NY41,110$332K0.06%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC40,237$325K0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$312K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,929$290K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC34,166$276K0.07%+53413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$271K<0.01%013F-HRTimelineGroup
LPL Financial LLC33,416$270K<0.01%-1,54413F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC31,111$254K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,232$236K<0.01%-15,23513F-HRTimelineGroup
Quadcap Wealth Management, LLC28,670$232K0.03%-9,77513F-HRTimeline
Vestmark Advisory Solutions, Inc.20,750$168K<0.01%-1,60013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,750$168K<0.01%-1,60013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,121$146K<0.01%-3,70013F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC17,818$144K0.01%-1513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,453$133K<0.01%+6,14713F-HRTimelineGroup
&PARTNERS16,452$133K<0.01%+6,14613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,228$123K0.01%-2,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,775$111K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.12,298$99.4K0.06%013F-HRTimeline
Integrity Advisory Solutions, LLC11,736$94.8K0.01%new13F-HRTimeline
HighTower Advisors, LLC11,476$92.7K<0.01%-1,83413F-HRTimeline
SMITH, MOORE & CO.11,372$91.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,200$42K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,867$31K<0.01%+24913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$21.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC866$7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC750$6.06K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC400$3.23K<0.01%013F-HRTimeline
Advisory Services Network, LLC200$1.62K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC147$1.19K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…108$873<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71$574<0.01%new13F-HRTimelineGroup

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