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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,373
shares
|
$157,254
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
10,300
shares
|
$156,148
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$151,600
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,379
shares
|
$142,185
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,739
shares
|
$102,163
0.0% of portfolio
|
Q2 2025
Added 555.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$75,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
4,742
shares
|
$71,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,906
shares
|
$59,214
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,392
shares
|
$51,422
0.0% of portfolio
|
Q2 2025
Added 83.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,931
shares
|
$44,433
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,860
shares
|
$43,357
0.04% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,216
shares
|
$33,594
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,800
shares
|
$27,288
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,502
shares
|
$22,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$22,740
0.0% of portfolio
|
Q2 2025
Reduced 73.69%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$15,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
690
shares
|
$10,460
0.0% of portfolio
|
Q2 2025
Reduced 75.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$6,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
200
shares
|
$3,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
185
shares
|
$2,804
0.0% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
132
shares
|
$2,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
125
shares
|
$1,895
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
110
shares
|
$1,667
0.0% of portfolio
|
Q2 2025
Reduced 89.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$1,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|