Karpus Management Lifts Stake in Western Asset Inflation-Linked Income Fund to 38.14%
WIA is trading near its 52-week low of $7.45 (2.0% above the low).
Summary
Karpus Management lifted its stake in Western Asset Inflation-Linked Income Fund to 38.14% through aggressive open-market purchases near the fund's 52-week low.
Key Events · Ownership and Investor Activity · WIA
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Stake Increased to 38.14%
Karpus Management now beneficially owns 8,894,690.39 shares, up from its prior reported position, representing 38.14% of 23,322,256 shares outstanding as of July 30, 2026.
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Aggregate Investment of $83.4M
The aggregate purchase price for the 8,894,690.39 shares is approximately $83,374,236.69, excluding brokerage commissions, funded through client accounts under limited powers of attorney.
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Aggressive September Accumulation
Schedule B shows net purchases of approximately 250,000 shares in September 2026, including 47,615 shares at $7.61 on September 28 and 30,486 shares at $7.60 on September 29.
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Buying Near 52-Week Low
Recent purchases at $7.60-$7.61 occurred near the fund's 52-week low of $7.45, suggesting the advisor sees value at depressed price levels.
Analysis · WIA · Unknown
Karpus Management, Inc., an independent registered investment advisor, has raised its beneficial ownership to 8,894,690.39 shares, or 38.14% of the fund's 23,322,256 outstanding shares. The amendment discloses an aggregate purchase price of approximately $83.4 million and reveals aggressive accumulation over the past 60 days, including net purchases of roughly 250,000 shares in September alone. Buying accelerated into late September with 47,615 shares purchased on September 28 at $7.61 and 30,486 shares on September 29 at $7.60 — prices near the fund's 52-week low of $7.45. This sustained accumulation by a major institutional holder signals conviction in the fund's underlying inflation-linked bond portfolio at depressed valuations.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 30.1% of the 1612 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.53%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WIA was trading at $7.60 on NYSE in the Unknown sector, with a market capitalization of approximately $177.5M. The 52-week trading range was $7.45 to $8.54. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.