Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
WDI holding history
Western Asset Diversified Income Fund (WDI) in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WDI overviewAll 13F holders of WDIFull Q3 2025 holdings
- Shares (Q3 2025)
- 11,400
- Value
- $167.7K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 11,400 | $167.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 11,400 | $169.2K | <0.1% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 11,400 | $162.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 11,400 | $178.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 11,400 | $164.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 11,400 | $164.7K | <0.1% | +11,400 | New | Holders |