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.
Q4 2025 vs. Q3 2025
How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 65 | 1 | 71 | +7 |
| Shares | 11.6M | 11.4K | 12.0M | +406.8K (+3.5%) |
| Value | $171.2M | $167.7K | $166.2M | −$4.82M (−2.8%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 224,817 | $3.10M | 0.02% |
| Readystate Asset Management LP | 210,479 | $2.91M | 0.13% |
| Sit Investment Associates Inc | 191,637 | $2.65M | 0.05% |
| Shaker Financial Services, LLC | 133,212 | $1.86M | 0.59% |
| Balyasny Asset Management LLC | 88,811 | $1.23M | 0.00% |
| Landscape Capital Management, L.L.C. | 53,843 | $743.6K | 0.05% |
| Evolve Private Wealth, LLC | 38,137 | $532.3K | 0.03% |
| COFG Advisors, LLC | 31,264 | $431.8K | 0.11% |
| Closed-End Fund Advisors, Inc. | 27,348 | $377.7K | 0.22% |
| Concurrent Investment Advisors, LLC | 21,905 | $302.5K | 0.00% |
| Sanctuary Advisors, LLC | 19,000 | $262.4K | 0.00% |
| XTX Topco Ltd | 14,052 | $194.1K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 5,572 | $76.9K | 0.01% |
| MAI Capital Management | 1,410 | $19.5K | 0.00% |
| SageView Advisory Group, LLC | 400 | $5.52K | 0.00% |
Sold out (8)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Polar Asset Management Partners Inc. | 262,130 | $3.86M |
| Consolidated Portfolio Review Corp | 143,619 | $2.11M |
| HRT Financial LP | 13,084 | $192.0K |
| Advisory Services Network, LLC | 6,600 | $97.1K |
| Newbridge Financial Services Group, Inc. | 2,504 | $36.8K |
| FNY Investment Advisers, LLC | 1,000 | $14.0K |
| Pin Oak Investment Advisors Inc | 125 | $1.86K |
| Decker Retirement Planning Inc. | 100 | $1.47K |
Not filed for Q4 2025 yet (1)
Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wetherby Asset Management Inc | 11,400 | $167.7K |