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 2023 vs. Q1 2023
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 55 | 0 |
| Shares | 14.9M | 2.93K | 14.8M | −92.0K (−0.6%) |
| Value | $198.7M | $39.0K | $200.3M | +$1.69M (+0.9%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lazard Asset Management LLC | – | $404.0K | 0.00% |
| Azimuth Capital Investment Management LLC | 11,250 | $151.5K | 0.01% |
| Consolidated Portfolio Review Corp | 10,376 | $139.8K | 0.03% |
| Mariner, LLC | 10,347 | $139.4K | 0.00% |
| Lido Advisors, LLC | 10,000 | $134.7K | 0.00% |
| Citigroup Inc | 2,500 | $33.7K | 0.00% |
| IFP Advisors, Inc | 600 | $12.0K | 0.00% |
| Glassman Wealth Services | 267 | $3.60K | 0.00% |
Sold out (8)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 10,566 | $140.5K |
| Advisory Services Network, LLC | 9,100 | $121.0K |
| Elequin Capital LP | 5,436 | $72.3K |
| Northwestern Mutual Wealth Management Co | 3,653 | $48.6K |
| The PNC Financial Services Group, Inc. | 3,068 | $40.8K |
| Salem Investment Counselors Inc | 1,266 | $16.8K |
| Avion Wealth | 1,250 | $15.0K |
| Clear Street LLC | 86 | $1.14K |
Not filed for Q2 2023 yet (1)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 2,931 | $39.0K |