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 2024 vs. Q4 2023
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 52 | 1 | 58 | +7 |
| Shares | 13.8M | 1.99K | 13.1M | −746.9K (−5.4%) |
| Value | $194.9M | $26.7K | $188.8M | −$6.00M (−3.1%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 116,663 | $1.69M | 0.10% |
| Envestnet Asset Management Inc | 35,870 | $518.3K | 0.00% |
| Walleye Capital LLC | 30,342 | $438.4K | 0.00% |
| Cetera Investment Advisers | 23,144 | $334.4K | 0.00% |
| US Bancorp | 14,600 | $211.0K | 0.00% |
| Landscape Capital Management, L.L.C. | 12,775 | $184.6K | 0.02% |
| Wetherby Asset Management Inc | 11,400 | $164.7K | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,941 | $158.1K | 0.01% |
| Janney Montgomery Scott LLC | 10,225 | $148.0K | 0.00% |
| CIBC Private Wealth Group, LLC | 1,800 | $26.0K | 0.00% |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% |
| Tucker Asset Management LLC | 925 | $13.4K | 0.00% |
| Assetmark, Inc | 377 | $5.45K | 0.00% |
| Clear Street LLC | 32 | $462 | 0.00% |
Sold out (7)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Claro Advisors LLC | 17,140 | $241.7K |
| Nomura Holdings Inc | 12,375 | $174.5K |
| CTC Alternative Strategies, Ltd. | 10,748 | $151.5K |
| Advisory Services Network, LLC | 9,100 | $128.3K |
| Rosenberg Matthew Hamilton | 4,000 | $56.4K |
| WealthCollab, LLC | 167 | $2.35K |
| FMR LLC | 1 | $14 |
Not filed for Q1 2024 yet (1)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Coppell Advisory Solutions LLC | 1,990 | $26.7K |