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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.

Q3 2023 vs. Q2 2023

How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WDI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders5552−3
Shares14.8M14.0M−837.9K (−5.6%)
Value$200.3M$185.9M−$14.4M (−7.2%)

New holders (4)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WDI in Q3 2023
InstitutionSharesValue% of portfolio
Advisor Partners II, LLC190,943$2.53M0.10%
Comerica Bank25,579$338.7K0.00%
SFI Advisors, LLC13,552$179.4K0.18%
Elequin Capital LP2,709$35.9K0.01%

Sold out (7)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of WDI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Family Management Corp24,508$330.1K
Azimuth Capital Investment Management LLC11,250$151.5K
Janney Montgomery Scott LLC11,193$151.0K
First Foundation Advisors10,267$138.3K
Citigroup Inc2,500$33.7K
Glassman Wealth Services267$3.60K
EverSource Wealth Advisors, LLC118$1.59K