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WDI

WDI

Western Asset Diversified Income Fund• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
26
Partial Q3 2026
Total 13F value
$7.3M
Filed positions so far
New positions
1
This quarter
Sold positions
3
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Rhs Financial, Llc

$1.9M254.9K0.66%+10.2%

Nwf Advisory Services Inc.

$1.4M387.8K0.13%-7.8%

Shaker Financial Services, Llc

$1.2M352.8K0.41%-10.2%

Oppenheimer & Co Inc

$750K191.5K0.01%Unchanged

Grace & White Inc /Ny

$313K41.1K0.05%Unchanged

Sage Capital Advisors,Llc

$269K76.2K0.05%+2.8%

Mezzasalma Advisors, Llc

$254K33.3K0.05%+1.6%

Seacrest Wealth Management, Llc

$181K51.2K0.02%+6.3%

Integrated Advisors Network Llc

$143K40.4K0.01%Unchanged

Argyle Capital Partners, Llc

$140K39.8K0.09%-17.1%

Apollon Wealth Management, Llc

$138K39.0K0.00%+12.5%

Mra Advisory Group

$102K28.9K0.04%+4.0%

Chicago Partners Investment Group Llc

$95K28.6K0.00%+0.6%

Steinberganna Wealth Management

$67K18.9K0.03%-10.0%

Sunpointe, Llc

$64K18.2K0.02%-50.0%

United Asset Strategies, Inc.

$59K16.8K0.00%Unchanged

Wedbush Securities Inc

$42K12.0K0.00%+2.9%

Choreo, Llc

$41K11.6K0.00%-27.6%

Ashton Thomas Securities, Llc

$39K11.0K0.00%-31.3%

Shulman Demeo Asset Management Llc

$36K10.3K0.01%-2.2%

Highline Wealth Partners Llc

$10K2.4K0.00%Unchanged

Corecap Advisors, Llc

$9K2.6K0.00%Unchanged

Pinnacle Wealth Planning Services, Inc.

$8K2.2K0.00%-31.0%

Meriwether Wealth & Planning, Llc

$4K1.0K0.00%New Position

Wpg Advisers, Llc

$3K8750.00%-17.9%

Farther Finance Advisors, Llc

$2K6500.00%Unchanged

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