Institutional Ownership
Western Asst Infltn Lkd Inm
CUSIP 95766Q106COM SH BEN INTXWIAXQ1 2026
Institutional Holders
52
13F filers
Shares Held
11.66M
Aggregate institutional
Institutional Value
$94.18M
Q1 2026
Net New Holders
+3
8 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased14
Decreased17
Sold out5
Institutional Holders
52 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 8.35M | $67.44M | +202.8K | Added |
| 2 | Baird Financial Group, Inc. | 485.6K | $3.92M | +18.5K | Added |
| 3 | Wakefield Asset Management Lllp | 363.0K | $2.93M | +46.6K | Added |
| 4 | Guggenheim Capital LLC | 245.5K | $1.98M | −80.1K | Reduced |
| 5 | Private Advisor Group, LLC | 235.8K | $1.91M | +18.0K | Added |
| 6 | Rhs Financial, LLC | 201.1K | $1.62M | +12.4K | Added |
| 7 | Integrated Wealth Concepts LLC | 173.2K | $1.40M | −9.9K | Reduced |
| 8 | Stifel Financial Corp | 164.0K | $1.32M | −12.7K | Reduced |
| 9 | Wells Fargo & Company/Mn | 111.8K | $903.2K | +3.3K | Added |
| 10 | Dakota Wealth Management | 103.7K | $838.2K | +950 | Added |
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