Skip to main content

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.

Q1 2022 vs. Q4 2021

How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WDI: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders27134+8
Shares7.76M1.24K10.2M+2.46M (+31.8%)
Value$142.0M$23.0K$165.0M+$23.0M (+16.2%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (13)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to WDI in Q1 2022
InstitutionSharesValue% of portfolio
Penserra Capital Management LLC644,297$10.4M0.25%
Parametric Portfolio Associates LLC497,273$8.06M0.00%
Saba Capital Management, L.P.178,997$2.90M0.05%
Cohen & Steers, Inc.150,180$2.43M0.00%
Oppenheimer & Co Inc131,000$2.12M0.04%
Hightower 6M Holding, LLC71,781$1.16M0.09%
Walleye Capital LLC63,267$1.03M0.03%
Truist Financial Corp12,617$205.0K0.00%
Ionic Capital Management LLC12,186$198.0K0.03%
Bessemer Group Inc1,126$18.0K0.00%
FNY Investment Advisers, LLC800$12.0K0.01%
CFS Investment Advisory Services, LLC40,525$3.00K0.01%
IFP Advisors, Inc120$2.00K0.00%

Sold out (5)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WDI in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Clough Capital Partners L P47,800$875.0K
Lake Street Advisors Group, LLC27,425$502.0K
Virtu Financial LLC22,165$406.0K
Wedbush Securities Inc19,064$349.0K
Marcum Wealth, LLC15,000$275.0K

Not filed for Q1 2022 yet (1)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WDI in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
NEXT Financial Group, Inc1,242$23.0K