Institutional Ownership Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$143,500
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,600
shares
|
$94,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,129
shares
|
$73,601
0.0% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,661
shares
|
$66,885
0.0% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,906
shares
|
$56,051
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,931
shares
|
$42,059
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
2,624
shares
|
$37,654
0.03% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,504
shares
|
$35,932
0.01% of portfolio
|
Q3 2025
Reduced 47.2%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,431
shares
|
$34,884
0.0% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,800
shares
|
$25,830
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,710
shares
|
$24,538
0.0% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$21,525
0.0% of portfolio
|
Q2 2025
Reduced 73.69%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,000
shares
|
$14,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,000
shares
|
$14,350
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
690
shares
|
$9,901
0.0% of portfolio
|
Q2 2025
Reduced 75.03%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
185
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
185
shares
|
$2,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
125
shares
|
$1,793
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
100
shares
|
$1,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|