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 2025 vs. Q1 2025
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 69 | 69 | 0 |
| Shares | 11.7M | 11.7M | +30.1K (+0.3%) |
| Value | $168.7M | $173.7M | +$4.93M (+2.9%) |
New holders (10)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Baird Financial Group, Inc. | 31,872 | $473.0K | 0.00% |
| Virtu Financial LLC | 27,990 | $415.0K | 0.02% |
| Merit Financial Group, LLC | 11,620 | $172.4K | 0.00% |
| Wetherby Asset Management Inc | 11,400 | $169.2K | 0.01% |
| Naviter Wealth, LLC | 10,300 | $154.4K | 0.02% |
| Newbridge Financial Services Group, Inc. | 4,742 | $70.4K | 0.01% |
| Global Retirement Partners, LLC | 1,502 | $22.3K | 0.00% |
| Principal Securities, Inc. | 400 | $5.94K | 0.00% |
| Allworth Financial LP | 200 | $2.97K | 0.00% |
| Decker Retirement Planning Inc. | 100 | $1.48K | 0.00% |
Sold out (10)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Readystate Asset Management LP | 77,934 | $1.13M |
| Shaker Financial Services, LLC | 42,886 | $626.4K |
| Sit Investment Associates Inc | 34,485 | $498.0K |
| Pathstone Holdings, LLC | 15,040 | $195.2K |
| Moors & Cabot, Inc. | 13,000 | $187.8K |
| Susquehanna International Group, LLP | 11,360 | $164.2K |
| D.A. Davidson & Co. | 11,000 | $158.9K |
| MAI Capital Management | 5,000 | $72.3K |
| Carolinas Wealth Consulting LLC | 2,369 | $34.2K |
| Boston Private Wealth LLC | 1,838 | $26.6K |