Western Asset Diversified Income Fund (WDI)
WDI- Exchange
- NYSE
- SEC CIK
- 0001819559
In the last 90 days, Western Asset Diversified Income Fund (WDI) insiders filed 1 open-market purchase and 2 sales; 66 institutions reported holding it in 13F filings for Q2 2026, worth $155.0M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 16 | 27 | +11 |
| Shares | 1.70M | 7.76M | +6.06M (+357.5%) |
| Value | $32.6M | $142.0M | +$109.4M (+335.8%) |
New holders (17)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,947,464 | $35.7M | 1.44% |
| Sit Investment Associates Inc | 1,401,596 | $25.7M | 0.60% |
| 1607 Capital Partners, LLC | 1,277,070 | $23.4M | 1.24% |
| City of London Investment Management Co Ltd | 225,158 | $4.13M | 0.23% |
| Relative Value Partners Group, LLC | 193,357 | $3.54M | 0.25% |
| Thomas J. Herzfeld Advisors, Inc. | 156,835 | $2.87M | 1.04% |
| Shaker Financial Services, LLC | 98,200 | $1.80M | 0.63% |
| Clough Capital Partners L P | 47,800 | $875.0K | 0.06% |
| Steward Partners Investment Advisory, LLC | 43,290 | $793.0K | 0.01% |
| Robinson Capital Management, LLC | 40,150 | $740.0K | 0.46% |
| Envestnet Asset Management Inc | 34,650 | $634.0K | 0.00% |
| Lake Street Advisors Group, LLC | 27,425 | $502.0K | 0.03% |
| Virtu Financial LLC | 22,165 | $406.0K | 0.04% |
| Wedbush Securities Inc | 19,064 | $349.0K | 0.02% |
| Stifel Financial Corp | 10,182 | $186.0K | 0.00% |
| JPMorgan Chase & Co | 2,500 | $46.0K | 0.00% |
| Rockefeller Capital Management L.P. | 500 | $9.00K | 0.00% |
Sold out (6)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| National Asset Management, Inc. | 22,857 | $440.0K |
| GWM Advisors LLC | 21,200 | $407.0K |
| Oppenheimer & Co Inc | 12,000 | $231.0K |
| FNY Investment Advisers, LLC | 6,000 | $115.0K |
| Bessemer Group Inc | 500 | $10.0K |
| Tower Research Capital LLC (TRC) | 6 | $0 |