WIA β€” WESTERN ASSET CLYM INFL SEC CO

Ownership history in GRACE & WHITE INC /NY  Β·  46 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported WESTERN ASSET CLYM INFL SEC CO (WIA) in 46 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows WIA at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRACE & WHITE INC /NY's position in WESTERN ASSET CLYM INFL SEC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WIA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRACE & WHITE INC /NY held WIA β€” position size vs. price
% of Fund (quarterly)    WIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,110 -5,584 -12.0% 0.06% $340K 2026-02-14 (Est.) $8.28
2025 Q3 UNCHANGED 46,694 β€” 0% 0.07% $393K 2025-10-23 $8.16
2025 Q2 UNCHANGED 46,694 β€” 0% 0.07% $392K 2025-07-24 $7.92
2025 Q1 UNCHANGED 46,694 β€” 0% 0.07% $390K 2025-04-22 $7.57
2024 Q4 ADDED 46,694 +8,105 +21.0% 0.07% $374K 2025-01-29 $7.44
2024 Q3 UNCHANGED 38,589 β€” 0% 0.06% $330K 2024-10-21 $7.50
2024 Q2 UNCHANGED 38,589 β€” 0% 0.06% $309K 2024-07-22 $7.03
2024 Q1 UNCHANGED 38,589 β€” 0% 0.06% $314K 2024-04-25 $6.80
2023 Q4 UNCHANGED 38,589 β€” 0% 0.05% $313K 2024-02-01 $6.99
37 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WIA

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About GRACE & WHITE INC /NY and WIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRACE & WHITE INC /NY reported owning WIA?

GRACE & WHITE INC /NY reported WIA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WIA position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for WIA was 0.07% in 2025 Q1.

What is the latest reported WIA position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 41,110 shares, equal to 0.06% of portfolio, with an estimated market value of $340K.

What does the chart on this WIA ownership page compare?

The chart compares GRACE & WHITE INC /NY's quarterly WIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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