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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 2026 vs. Q4 2025

How the institutions holding Western Asset Diversified Income Fund (WDI) changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WDI: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders71366−2
Shares12.0M25.7K11.8M−167.1K (−1.4%)
Value$166.2M$355.6K$159.0M−$6.79M (−4.1%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (8)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WDI in Q1 2026
InstitutionSharesValue% of portfolio
Citadel Advisors LLC19,729$265.2K0.00%
Punch & Associates Investment Management, Inc.11,855$159.3K0.01%
Sovran Advisors, LLC10,715$149.9K0.01%
Fifth Third Bancorp8,241$110.8K0.00%
CoreCap Advisors, LLC8,000$107.5K0.00%
Advisory Services Network, LLC1,600$21.5K0.00%
Noble Wealth Management PBC1,000$13.4K0.01%
Osbon Capital Management LLC537$7.22K0.01%

Sold out (10)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WDI in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Prevail Innovative Wealth Advisors, LLC135,929$1.88M
Balyasny Asset Management LLC88,811$1.23M
Landscape Capital Management, L.L.C.53,843$743.6K
Integrated Wealth Concepts LLC50,596$698.7K
Jane Street Group, LLC50,172$692.9K
Susquehanna International Group, LLP29,706$410.2K
XTX Topco Ltd14,052$194.1K
Signaturefd, LLC4,857$67.1K
Farther Finance Advisors, LLC1,500$20.7K
SageView Advisory Group, LLC400$5.52K

Not filed for Q1 2026 yet (3)

Institutions that held Western Asset Diversified Income Fund (WDI) at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WDI in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Global Retirement Partners, LLC13,860$191.4K
Comerica Bank10,087$139.3K
CIBC Private Wealth Group, LLC1,800$24.9K