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 2024 vs. Q1 2024
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 58 | 59 | +1 |
| Shares | 13.1M | 11.3M | −1.80M (−13.8%) |
| Value | $188.8M | $162.5M | −$26.4M (−14.0%) |
New holders (9)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 54,086 | $763.7K | 0.01% |
| Simplicity Wealth,LLC | 46,946 | $676.5K | 0.02% |
| Shaker Financial Services, LLC | 39,343 | $572.6K | 0.23% |
| Journey Strategic Wealth LLC | 18,221 | $262.6K | 0.01% |
| Keel Point, LLC | 15,255 | $231.4K | 0.02% |
| Truist Financial Corp | 14,451 | $208.2K | 0.00% |
| Naviter Wealth, LLC | 11,100 | $161.0K | 0.02% |
| Coppell Advisory Solutions LLC | 1,990 | $28.7K | 0.00% |
| Castleview Partners, LLC | 401 | $5.78K | 0.00% |
Sold out (8)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Franklin Resources Inc | 500,000 | $7.22M |
| Relative Value Partners Group, LLC | 186,627 | $2.67M |
| US Bancorp | 14,600 | $211.0K |
| Landscape Capital Management, L.L.C. | 12,775 | $184.6K |
| Janney Montgomery Scott LLC | 10,225 | $148.0K |
| FNY Investment Advisers, LLC | 1,000 | $14.0K |
| IFP Advisors, Inc | 600 | $8.67K |
| Clear Street LLC | 32 | $462 |