North Ground Capital WIA — WESTERN ASST INFLTN LKD INM

Ownership history in North Ground Capital  ·  5 quarters on record

AI Ownership Summary

North Ground Capital reported WESTERN ASST INFLTN LKD INM (WIA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.28% in 2025 Q2. The latest visible filing shows WIA at 0.04% 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.

What this WIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Ground Capital's position in WESTERN ASST INFLTN LKD INM, 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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2025 Q2

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

Time in book
Holding Window
2024 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.

WIA stock page North Ground Capital fund profile North Ground Capital full holdings
How North Ground Capital held WIA — position size vs. price
% of Fund (quarterly)    WIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 89.1% -0.4% ✅ 10,892 -88,950 -89.1% 0.04% $90K 2026-02-14 (Est.) $8.23
2025 Q3 REDUCED 53.1% -0.6% ✅ 99,842 -112,928 -53.1% 0.52% $841K 2025-10-29 $8.04
2025 Q2 REDUCED 10.9% +1.5% ❌ 212,770 -26,158 -10.9% 2.28% $1.8M 2025-08-14 $7.89
2025 Q1 ADDED — — — 238,928 +18,928 +8.6% 2.01% $2.0M 2025-05-14 $7.59
2024 Q4 INITIATED — — — 220,000 — — 1.90% $1.8M 2025-02-14 $7.47

🏢 Other funds also holding WIA

As of 2026 Q1 — sorted by position size

RHS Financial, LLC 3Y 7Y 0.77% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.22% Mezzasalma Advisors, LLC 3Y 0.07% Aviance Capital Partners, LLC 3Y 7Y 0.07% GRACE & WHITE INC /NY 3Y 7Y 0.06% MELFA WEALTH MANAGEMENT, INC. 3Y 0.06% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.02% Dakota Wealth Management 3Y 7Y 0.02% UHLMANN PRICE SECURITIES, LLC 0.01% Private Advisor Group, LLC 3Y 7Y 0.01%

FAQ About North Ground Capital and WIA

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

How long has North Ground Capital reported owning WIA?

North Ground Capital reported WIA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WIA position in North Ground Capital's portfolio?

The largest reported portfolio weight for WIA was 2.28% in 2025 Q2.

What is the latest reported WIA position on this page?

The most recent filing on this page is 2025 Q4, when North Ground Capital reported 10,892 shares, equal to 0.04% of portfolio, with an estimated market value of $90K.

What does the chart on this WIA ownership page compare?

The chart compares North Ground Capital'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.

How well did North Ground Capital time their WIA position?

Based on 13F filing dates vs. subsequent WIA price moves, North Ground Capital correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on WIA relative to SPY over the holding period was -2.6%.

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