Institutional Ownership
Western Asst Infltn Lkd Inm
CUSIP 95766Q106COM SH BEN INTXWIAXQ1 2026
13D / 13G Filings
32
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
34.9%
Max % of class reported
Institutional Holders
52
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
32 filings · latest Jan 7, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 7, 2026 | Karpus Management, Inc. | 13D/A | 34.9% | — | SEC |
| 2 | Apr 9, 2025 | Karpus Management, Inc. | 13D/A | 33.9% | — | SEC |
| 3 | Sep 18, 2024 | Karpus Management, Inc. | 13D/A | 32.8% | 7.65M | SEC |
| 4 | May 20, 2024 | Karpus Management, Inc. | 13D/A | 31.5% | 7.34M | SEC |
| 5 | Dec 13, 2023 | Karpus Management, Inc. | 13D | 30.5% | 7.11M | SEC |
| 6 | Feb 9, 2023 | Cascade Investment, L.L.C. | 13D/A | 24.1% | 5.62M | SEC |
| 7 | Jan 10, 2023 | Karpus Management, Inc. | 13G/A | 25.4% | 5.91M | SEC |
| 8 | Nov 23, 2022 | Sit Investment Associates Inc | 13G/A | 4.5% | 1.06M | SEC |
| 9 | Oct 14, 2022 | Cascade Investment, L.L.C. | 13D/A | 23.0% | 5.37M | SEC |
| 10 | Feb 10, 2022 | Sit Investment Associates Inc | 13G/A | 9.3% | 2.18M | SEC |
22 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Western Asst Infltn Lkd Inm.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Karpus Management, Inc. | 8.35M | $67.44M |
| 2 | Baird Financial Group, Inc. | 485.6K | $3.92M |
| 3 | Wakefield Asset Management Lllp | 363.0K | $2.93M |
| 4 | Guggenheim Capital LLC | 245.5K | $1.98M |
| 5 | Private Advisor Group, LLC | 235.8K | $1.91M |
| 6 | Rhs Financial, LLC | 201.1K | $1.62M |
| 7 | Integrated Wealth Concepts LLC | 173.2K | $1.40M |
| 8 | Stifel Financial Corp | 164.0K | $1.32M |
| 9 | Wells Fargo & Company/Mn | 111.8K | $903.2K |
| 10 | Dakota Wealth Management | 103.7K | $838.2K |