Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET INFLT LNK INC FD COM SH BEN INT (WIA)

48 + Investors. Track Smart Money conviction in WIA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
51%

Smart Money Signals — WIA

Based on 48 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
48 funds currently hold this stock — 92% of the 3.0-year high of 52 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WIA is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 15% medium 15% new
34 out of 48 hedge funds have held WIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 5 → 3 → 7 → 5 new funds/Q
New funds entering each quarter: 5 → 3 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 8% 1-2yr 19% new
Of 48 current holders: 35 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
8 of 48 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WIA

In 2025 Q4, 21 hedge funds were net buyers of WIA (5 opened a new position, 16 added to an existing one), while 20 reduced or exited (15 trimmed, 5 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 28% of total institutional value in WIA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 48.

Hedge Fund Ownership: WIA

How many hedge funds hold WIA — quarterly history vs. share price
Quarterly hedge fund ownership of WIA vs. share price

Market Analysis: WIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WIA

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WIA
2026 Q1 Stats Unlock in 7 days 48 + Investors

Track Smart Money conviction in WIA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 48 -
13F Shares 3M 12M -69.94%
Total Value $34M $97M -65.24%
New Positions 5 7 -2
Increased Positions 16 13 +3
Closed Positions 5 2 +3
Reduced Positions 15 17 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WIA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
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Institutional Holders (2026 Q1)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WIA. Verified SEC 13F-HR filings.

Top 25 institutional holders of WIA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wakefield Asset Management LLLP 0.78% 362,990 $2.9M
2 RHS Financial, LLC 0.77% 201,065 $1.6M
3 ROBERTS GLORE & CO INC /IL/ 0.22% 98,562 $796K
4 Matisse Capital 0.18% 53,254 $430K
5 ROBINSON CAPITAL MANAGEMENT, LLC 0.11% 31,111 $254K
6 Mezzasalma Advisors, LLC 0.07% 34,166 $276K
7 Aviance Capital Partners, LLC 0.07% 68,788 $556K
8 GRACE & WHITE INC /NY 0.06% 41,110 $332K
9 MELFA WEALTH MANAGEMENT, INC. 0.06% 12,298 $99K
10 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 38,573 $312K
11 Dakota Wealth Management 0.02% 103,743 $838K
12 Integrity Advisory Solutions, LLC 0.01% 11,736 $95K
13 UHLMANN PRICE SECURITIES, LLC 0.01% 17,818 $144K
14 Private Advisor Group, LLC 0.01% 235,785 $1.9M
15 SMITH, MOORE & CO. 0.01% 11,372 $92K
16 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 15,228 $123K
17 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% 20,750 $168K
18 WOLVERINE ASSET MANAGEMENT LLC 0.00% 40,237 $325K
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% 2,695 $22K
20 OPPENHEIMER & CO INC 0.00% 18,121 $146K
21 STIFEL FINANCIAL CORP 0.00% 163,965 $1.3M
22 Fortis Group Advisors, LLC 0.00% 866 $7K
23 ROTHSCHILD INVESTMENT LLC 0.00% 2,000 $16K
24 HIGHLINE WEALTH PARTNERS LLC 0.00% 400 $3K
25 Steward Partners Investment Advisory, LLC 0.00% 5,200 $42K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN ASSET INFLT LNK INC FD COM SH BEN INT (WIA)

What does the Smart Money Trend signal show for WIA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WIA?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WIA holders?

Strong quality — 28% AUM from major funds: 8 of 48 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WIA?

71% of holders stayed for 2+ years: 34 out of 48 hedge funds have held WIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.