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 2025 vs. Q4 2024
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 69 | +8 |
| Shares | 11.7M | 11.4K | 11.7M | −6.63K (−0.1%) |
| Value | $166.6M | $162.4K | $168.7M | +$2.30M (+1.4%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 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 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 36,721 | $530.6K | 0.01% |
| Sit Investment Associates Inc | 34,485 | $498.0K | 0.01% |
| BlackRock, Inc. | 24,539 | $354.6K | 0.00% |
| Susquehanna International Group, LLP | 11,360 | $164.2K | 0.00% |
| D.A. Davidson & Co. | 11,000 | $158.9K | 0.00% |
| Geneos Wealth Management Inc. | 1,028 | $110.0K | 0.00% |
| MAI Capital Management | 5,000 | $72.3K | 0.00% |
| Harbour Investments, Inc. | 2,763 | $39.9K | 0.00% |
| AdvisorNet Financial, Inc | 1,851 | $26.7K | 0.00% |
| Boston Private Wealth LLC | 1,838 | $26.6K | 0.00% |
| Northwestern Mutual Wealth Management Co | 1,000 | $14.4K | 0.00% |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% |
| Garde Capital, Inc. | 132 | $1.91K | 0.00% |
| Pin Oak Investment Advisors Inc | 25 | $0 | 0.00% |
Sold out (6)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Marex Group plc | 54,447 | $775.9K |
| Sanctuary Advisors, LLC | 47,940 | $713.3K |
| Landscape Capital Management, L.L.C. | 22,218 | $316.6K |
| Walleye Capital LLC | 14,242 | $202.9K |
| Coppell Advisory Solutions LLC | 3,540 | $50.3K |
| Synergy Financial Management, LLC | 1,200 | $18.8K |
Not filed for Q1 2025 yet (1)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Wetherby Asset Management Inc | 11,400 | $162.4K |