About Western Asset
Western Asset is a company based in Pasadena (United States) founded in 1971 was acquired by Legg Mason in December 1986. Western Asset operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Pasadena, United States
- Stage Public
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website westernasset.com/us/en
- Social LinkedIn X Facebook
- Acquired by Legg Mason (Dec 1986)
- Legal Name Western Asset Inflation-Linked Income Fund Of Benef Interest
- Annual Revenue$7.7 M (USD)-33.32as on Nov 30, 2025
- Net Profit$15.41 M (USD)21.35as on Nov 30, 2025
- EBITDA$19.97 M (USD)1.24as on Nov 30, 2025
- Investors
- Acquired byLegg Mason
(Dec 1986)
Funding Insights of Western Asset
- Total Rounds 1
All 1 funding rounds of Western Asset with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2014 | – | Post-IPO | – | – | – |
1 investors in total: 1 institutional.
Investors in Western Asset
Western Asset has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Legg Mason.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are offered globally. | 1899 | leggmason.com | Baltimore, United States |
Investor details for Western Asset
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Western Asset
90 people are tracked at Western Asset (20 in leadership, 4 in board & advisors, 66 in team).
| Name | Role | Group |
|---|---|---|
Dick Poladian | Director | Leadership |
Hedy Tan | Head Of Asia Ex Japan Client Service And Business Operations | Leadership |
Cfp® Rodrigo MacIel | Head Of Client Support | Leadership |
Karlen Alexander (KP) | Head Of Global Client Service Support & Sales Operations | Leadership |
Peter Dibona | Head Of Portfolio Administration And Fund Treasury | Leadership |
Brandon Joel | Head Of Enterprise Risk Management And Business Resiliency | Leadership |
Roberto Apelfeld | Head Of Global And Non-us Risk Management | Leadership |
Dan Giddings | Global Chief Compliance Officer | Leadership |
Michael Zelouf | Director Of London Operations | Leadership |
Bonnie Wongtrakool | CEO | Leadership |
Paul Svoboda | Head Of Australian & New Zealand Client Service & Marketing And Business Operations | Leadership |
Mike van Raaphorst | Head Of US Retail/sub-advisory Channel & New York Operations | Leadership |
Ahmet Kocagil | Chief Risk Officer CRO Head Of Risk Management And Quantitative Solutions | Leadership |
Jelena Petrovic | Head Of London Regulatory Affairs And Compliance | Leadership |
Luciana Amorim | Head Of Human Resources São Paulo Office | Leadership |
Rob Sibbrel | Global Head Of Human Resources | Leadership |
Greg Handler | Head Of Mortgage And Consumer Credit | Leadership |
Robert W. Lehman | CFO | Leadership |
Elliott Neumayer | COO | Leadership |
Paulo Caricati | Head Of Non-us Risk Management | Leadership |
70 more people are available in the full profile.
Complete people profiles for Western Asset
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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IPO & Listings of Western Asset
Western Asset is a publicly listed company on the NYSE with ticker symbol WIA in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date03 Sep 2003
- Listed onNYSE: WIA
- Listed entityWestern Asset Inflation-Linked Income Fund of Benef Interest
- Exchange sectorMiscellaneous
- ISINUS95766Q1067
- Share price$7.60 (+0.13% on the day) · 2026-10-09
- Market capitalisation$177.2M
- Price to earnings13.2
- EPS (diluted, trailing year)$0.57
- Dividend yield8.21%
- Volume (last session)28,904
Financials of Western Asset
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $7.7M | $15.4M | $20.0M |
| 2024 | $11.6M | $12.7M | $19.7M |
| 2023 | $10.8M | -$590,050 | $6.8M |
| 2022 | $14.7M | -$54.1M | -$51.9M |
| 2021 | $55.4M | $32.2M | $32.5M |
Detailed financial statements for Western Asset
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
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Timeline of Western Asset
4 dated milestones of Western Asset across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Western Asset is founded.
- Exit Acquired by Legg Mason.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round.
Competitors of Western Asset
Western Asset operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of Western Asset
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Western Asset
The website of Western Asset (westernasset.com) receives about 16.6K visits a month.
- Monthly visits16.6K
▼ 20.6% vs previous month
Websites whose visitors overlap most with Western Asset. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| leggmason.com | 100% | 1.7K | #10,696,944 | View details | |
investing.businessweek.com | investing.businessweek.com | 91% | – | – | – |
| structuredfinance.org | 88% | 12.5K | #1,803,177 | View details | |
creditwritedowns.com | creditwritedowns.com | 86% | – | #5,721,215 | – |
| pnccapitaladvisors.com | 86% | 2.9K | #6,318,202 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Western Asset
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Western Asset
Complete news archive for Western Asset
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Western Asset
10 companies that operate in the same segment as Western Asset (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Western Asset
Western Asset was founded in 1971 and raised its 1st funding round 43 years after it was founded.
Western Asset is headquartered in Pasadena, United States. It is registered at Pasadena, California, United States.
Annual revenue of Western Asset is $7.7M as on Nov 30, 2025.
Western Asset was founded in 1971 and is based in Pasadena, United States. Fixed-income and alternative investments are handled through professional management services. Operations center on portfolio strategies for institutional and individual clients, with emphasis on bond markets and non-traditional assets. The firm functions within the financial sector, supporting global investment needs from its U.S. headquarters.
Western Asset's top competitors include Fidelity Investments, Investec and S&P Global.
Yes, Western Asset is publicly traded on NYSE under the ticker symbol WIA.
Western Asset has 1 investor. Key investors include Legg Mason.
Yes. Western Asset was acquired by Legg Mason in December 1986.