Institutional Ownership Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
47,976
shares
|
$727,316
0.09% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,940
shares
|
$726,770
0.0% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,055
shares
|
$667,873
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
42,740
shares
|
$647,938
0.27% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
40,147
shares
|
$608,628
0.04% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
39,665
shares
|
$601,321
0.01% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,491
shares
|
$538,043
0.0% of portfolio
|
Q2 2025
Added 105.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,670
shares
|
$495,277
0.0% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
32,000
shares
|
$485,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,872
shares
|
$483,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
30,768
shares
|
$466,442
0.0% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
27,990
shares
|
$424,328
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
25,159
shares
|
$381,410
0.01% of portfolio
|
Q2 2025
Added 22.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
23,466
shares
|
$355,744
0.0% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
22,377
shares
|
$339,235
0.27% of portfolio
|
Q2 2025
Added 158.54%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
22,000
shares
|
$333,520
0.01% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
21,543
shares
|
$326,591
0.09% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,928
shares
|
$271,788
0.0% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,016
shares
|
$242,802
0.0% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
15,423
shares
|
$233,812
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,060
shares
|
$213,149
0.0% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,954
shares
|
$211,542
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,340
shares
|
$187,074
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,620
shares
|
$176,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,400
shares
|
$172,824
0.01% of portfolio
|
Q1 2024
New holding
|