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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.

Q2 2022 vs. Q1 2022

How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WDI: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders34139+6
Shares10.2M497.3K12.7M+2.97M (+30.6%)
Value$165.0M$8.06M$176.2M+$19.3M (+12.3%)

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (10)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to WDI in Q2 2022
InstitutionSharesValue% of portfolio
Franklin Resources Inc250,000$3.46M0.00%
Matisse Capital85,000$1.18M1.12%
Raymond James & Associates45,060$625.0K0.00%
Ameriprise Financial Inc31,650$439.0K0.00%
LPL Financial LLC23,991$333.0K0.00%
Hilltop Holdings Inc.23,000$319.0K0.04%
Janney Montgomery Scott LLC11,037$152.0K0.00%
Allie Family Office LLC10,000$139.0K0.11%
Almitas Capital LLC7,561$105.0K0.05%
Avion Wealth1,250$17.0K0.01%

Sold out (4)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WDI in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Shaker Financial Services, LLC84,133$1.36M
Walleye Capital LLC63,267$1.03M
American Portfolios Advisors459$7.45K
CFS Investment Advisory Services, LLC40,525$3.00K

Not filed for Q2 2022 yet (1)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WDI in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC497,273$8.06M