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WESTERN ASSET INFLATION-LINKED INCOME FUND filed an initial insider ownership report for Stout Kim, identified as "CCO/Inv Mgr." This Form 3 filing establishes Kim as a reporting person for the fund under insider reporting rules, but lists no transactions or specific holdings in the provided data.
Western Asset Inflation-Linked Income Fund (WIA) focuses on providing current income, mainly through inflation-linked bonds such as U.S. TIPS. Under normal conditions it invests at least 80% of total managed assets in inflation-linked securities and at least 60% in TIPS, with up to 40% in non‑U.S. dollar investments.
For the twelve months ended November 30, 2025, the Fund returned 7.58% based on net asset value (NAV) and 9.39% based on its New York Stock Exchange market price, outperforming several TIPS benchmarks. The NAV was $9.21 per share and the market price was $8.41, reflecting a discount to NAV.
The Board maintains a managed distribution policy, currently targeting $0.0520 per share monthly, or $0.62 over the fiscal year, of which $0.23 will be treated as a return of capital for tax purposes. The Fund uses derivatives, emerging markets debt, commodities exposure and leverage—about 29% of total assets at period end—to enhance income and manage risk. Top sector exposures included U.S. TIPS, corporate bonds, collateralized mortgage obligations, non‑U.S. inflation‑linked sovereigns and other sovereign bonds.
Karpus Management, Inc. has filed Amendment No. 4 reporting an updated large ownership position in Western Asset Inflation-Linked Income Fund. As of the close of business on January 5, 2026, Karpus beneficially owned 8,146,653.87 common shares, representing about 34.93% of the 23,322,256 shares outstanding reported by the fund as of July 29, 2025. Karpus accumulated these shares on behalf of client accounts under limited powers of attorney.
The filing states that the aggregate purchase price for the 8,146,653.87 shares beneficially owned is approximately $77,696,709.73, excluding brokerage commissions. The shares were purchased for client accounts using their funds, generally through open market transactions, and may include margin loans from brokerage firms in the ordinary course of business. Karpus reports sole voting and sole dispositive power over the reported shares.
Jeffrey Masom submitted an initial Form 3 disclosing his relationship with Western Asset Inflation-Linked Income Fund (WIA) as a Director - Investment Manager and officer. The report cites an event date of 04/29/2025 and explicitly states No securities are beneficially owned by the reporting person. The filing was signed on behalf of Mr. Masom by Mitchell O'Brien by power of attorney on 08/28/2025. This is an initial ownership filing that records the reporter's role and confirms the absence of direct or indirect holdings in the issuer at the time of the event.