Who owns Western Ast Clymr Infl Lkd Sc & Incm Fd?
- Ticker: WIA
- CUSIP Number: 95766Q106
Tip: Access positions for across all investors
Analyze quarterly positions in Western Ast Clymr Infl Lkd Sc & Incm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Ast Clymr Infl Lkd Sc & Incm stock
Who bought or sold Western Ast Clymr Infl Lkd Sc & Incm Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Karpus Investment Management | 8.3M | $67M | 2% | Mar 2026 |
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| Baird Financial | 486k | $3.9M | 4% | Mar 2026 |
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| Atlas Wealth | 460k | $3.7M | 100% | Jun 2026 |
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| Wakefield Asset Management L | 363k | $2.9M | 15% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 246k | $2.0M | -25% | Mar 2026 |
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| Private Advisor | 236k | $1.9M | 8% | Mar 2026 |
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| RHS Financial | 201k | $1.6M | 7% | Mar 2026 |
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| Integrated Wealth Concepts | 173k | $1.4M | -5% | Mar 2026 |
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| Stifel Financial | 164k | $1.3M | -7% | Mar 2026 |
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| Wells Fargo & Company | 112k | $903k | 3% | Mar 2026 |
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| PenderFund Capital Management | 104k | $836k | 8% | Mar 2026 |
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| Oakmont Partners | 104k | $838k | 1% | Mar 2026 |
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| Roberts Glore & Co | 99k | $796k | -15% | Mar 2026 |
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| Bank of America Corporation | 96k | $773k | 100% | Mar 2026 |
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| Morgan Stanley | 92k | $743k | -52% | Mar 2026 |
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| PFG Investments | 73k | $596k | 100% | Jun 2026 |
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| Aviance Capital Partners | 69k | $556k | 1% | Mar 2026 |
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| Rock Point Advisors | 65k | $522k | 10% | Mar 2026 |
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| Almitas Capital | 57k | $458k | -22% | Mar 2026 |
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| Deschutes Portfolio Strategy | 53k | $430k | 0% | Mar 2026 |
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| UBS Group | 44k | $353k | -33% | Mar 2026 |
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| Grace & White | 41k | $334k | 0% | Jun 2026 |
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| Wolverine Asset Management | 40k | $325k | 100% | Mar 2026 |
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| Creative Financial Designs | 39k | $314k | 0% | Jun 2026 |
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| Raymond James Financial | 36k | $290k | 0% | Mar 2026 |
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| Mezzasalma Advisors | 34k | $276k | 2% | Mar 2026 |
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| Capstone Investment Advisors | 34k | $271k | 0% | Mar 2026 |
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| LPL Financial | 33k | $270k | -4% | Mar 2026 |
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| Robinson Capital Management | 31k | $254k | 0% | Mar 2026 |
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| Advisor Group Holdings | 29k | $236k | -34% | Mar 2026 |
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| Quadcap Wealth Management | 29k | $232k | -25% | Mar 2026 |
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| Mount Yale Investment Advisors | 21k | $168k | -7% | Mar 2026 |
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| Vestmark Advisory Solutions | 21k | $168k | -7% | Mar 2026 |
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| Oppenheimer & Co | 18k | $146k | -17% | Mar 2026 |
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| Uhlmann Price Securities | 18k | $145k | 0% | Jun 2026 |
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| Envestnet Asset Management | 17k | $133k | 60% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 17k | $133k | 60% | Mar 2026 |
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| Susquehanna International | 14k | $111k | 100% | Mar 2026 |
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| Nations Financial Group | 14k | $111k | -10% | Jun 2026 |
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| Melfa Wealth Management | 12k | $100k | 0% | Jun 2026 |
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| Integrity Advisory Solutions | 12k | $95k | 100% | Mar 2026 |
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| HighTower Advisors | 12k | $93k | -14% | Mar 2026 |
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| Smith, Moore & Co. | 11k | $92k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 5.2k | $42k | 0% | Mar 2026 |
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| Royal Bank of Canada | 3.9k | $31k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 2.7k | $22k | 0% | Mar 2026 |
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| Rothschild Investment | 2.0k | $16k | 0% | Mar 2026 |
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| Fortis Group Advisors | 866.00 | $7.0k | 0% | Jun 2026 |
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| CWM | 750.00 | $6.1k | 100% | Mar 2026 |
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| Highline Wealth Partners | 400.00 | $3.2k | 0% | Mar 2026 |
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| Advisory Services Network | 200.00 | $1.6k | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 147.00 | $1.2k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 108.00 | $872.996400 | 100% | Mar 2026 |
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| Rockefeller Capital Management | 71.00 | $573.999500 | 100% | Mar 2026 |
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Who sold out of Western Ast Clymr Infl Lkd Sc & Incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fiera Capital Corporation | Dec 2025 | 20k | $166k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 3.1k | $25k |