GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
WDI holding history
Western Asset Diversified Income Fund (WDI) in every 13F filed by GWM Advisors LLC, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 64,403
- Value
- $873.3K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 64,403 | $873.3K | <0.1% | +27,243+73.3% | Added | Holders |
| Q1 2026 | 37,160 | $499.4K | <0.1% | +1,655+4.7% | Added | Holders |
| Q4 2025 | 35,505 | $490.3K | <0.1% | +11,147+45.8% | Added | Holders |
| Q3 2025 | 24,358 | $358.3K | <0.1% | +24,358 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −21,200−100.0% | Sold out | Holders |
| Q3 2021 | 21,200 | $407.0K | <0.1% | +21,200 | New | Holders |