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 $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,400
shares
|
$169,518
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,360
shares
|
$168,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,000
shares
|
$163,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,125
shares
|
$150,558
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$148,700
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
9,095
shares
|
$135,242
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
8,655
shares
|
$128,699
0.02% of portfolio
|
Q1 2025
Added 384.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$74,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,906
shares
|
$58,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,661
shares
|
$54,439
0.05% of portfolio
|
Q1 2025
Added 123.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,931
shares
|
$43,583
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,763
shares
|
$41,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,369
shares
|
$35,227
0.01% of portfolio
|
Q4 2023
Added 11.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,192
shares
|
$32,595
0.0% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,851
shares
|
$27,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,838
shares
|
$27,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,800
shares
|
$26,766
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$22,305
0.0% of portfolio
|
Q2 2025
Reduced 73.69%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,028
shares
|
$15,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$14,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$14,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
250
shares
|
$3,717
0.0% of portfolio
|
Q2 2024
Reduced 33.69%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
132
shares
|
$1,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
25
shares
|
$371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|