Western Asset Inflation-Linked Income Fund (WIA)

• Market cap: $195M
• 1 day: 0.24%
• 5 days: 1.09%
• 1 month: 0.84%
• 3 months: 4.24%
• 6 months: -1.76%
• Year to date: 4.63%
• 1 year: 3.85%
• 5 years: -19.31%
• 10 years: -28.18%
• Sector: Financials
• Industry: Asset Management

About: Western Asset Inflation Linked Income Fund is a diversified, closed-end management investment company. The primary investment objective of the group is to provide current income while its secondary investment objective is capital appreciation. Under normal market conditions and at the time of purchase, the Fund will invest at least 80% of its total managed assets in inflation-linked securities and at least 60% of its total managed assets in U.S. Treasury Inflation Protected Securities (TIPS). The Fund may also invest up to 40% of its total managed assets in non-U.S. dollar investments.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0.97% more ownership

Funds ownership: 47.88% [Q3] → 48.85% (+0.97%) [Q4]

0% more funds holding

Funds holding: 49 [Q3] → 49 (+0) [Q4]

4% less capital invested

Capital invested by funds: $95.6M [Q3] → $91.4M (-$4.29M) [Q4]

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17