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WDI

WDI

Western Asset Diversified Income FundFinancial Services

Institutional holders
66
As of Q2 2026
Total 13F value
$153.1M
Sum of disclosed positions
New positions
12
This quarter
Sold positions
18
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
Karpus Management, Inc.

Karpus Management, Inc.

$70.3M8.65M2.02%+3.6%
UBS Group AG

Ubs Group Ag

$14.5M3.63M0.00%-14.0%
Penserra Capital Management LLC

Penserra Capital Management Llc

$10.1M2.55M0.08%+4.0%
MORGAN STANLEY

Morgan Stanley

$6.7M1.59M0.00%-8.4%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$6.4M1.49M0.00%+1.0%
Baird Financial Group, Inc.

Baird Financial Group, Inc.

$4M489.2K0.01%+0.7%
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$3.9M843.1K0.02%-40.7%
Atlas Wealth LLC

Atlas Wealth Llc

$3.7M460.2K0.53%New Position
Invesco Ltd.

Invesco Ltd.

$3.7M942.2K0.00%+3.0%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$3.1M773.4K0.00%Unchanged
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$2.7M670.8K0.00%-46.8%
GraniteShares Advisors LLC

Graniteshares Advisors Llc

$2.7M685.5K1.75%+15.1%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$2.3M574.7K0.00%+9.7%
RHS Financial, LLC

Rhs Financial, Llc

$1.9M231.4K0.76%+15.1%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$1.4M175.9K0.00%+7.3%
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$1.3M166.6K0.01%-4.7%
Wakefield Asset Management LLLP

Wakefield Asset Management Lllp

$1.3M157.8K0.29%-56.5%
Focus Partners Wealth

Colony Group Llc

$1.1M149.2K0.00%New Position
BANK OF AMERICA CORP /DE/

Bank Of America

$1M156.7K0.00%+2.9%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$903K208.5K0.00%-48.7%
PenderFund Capital Management Ltd.

Penderfund Capital Management Ltd.

$843K103.8K0.11%Unchanged
Dakota Wealth Management

Dakota Wealth Management

$840K103.3K0.02%-0.4%
ROBINSON CAPITAL MANAGEMENT, LLC

Robinson Capital Management, Llc

$838K178.9K0.26%Unchanged
ROBERTS GLORE & CO INC /IL/

Roberts Glore & Co Inc /Il/

$787K96.8K0.19%-1.8%
LPL Financial LLC

Lpl Financial Llc

$773K148.3K0.00%+33.3%
Rock Point Advisors, LLC

Rock Point Advisors, Llc

$525K64.6K0.13%Unchanged
Almitas Capital LLC

Almitas Capital Llc

$461K56.7K0.11%Unchanged
Matisse Capital

Matisse Capital

$433K53.3K0.17%Unchanged
CAPSTONE INVESTMENT ADVISORS, LLC

Capstone Investment Advisors, Llc

$273K33.5K0.00%Unchanged
Mezzasalma Advisors, LLC

Mezzasalma Advisors, Llc

$267K32.8K0.05%-4.0%
Cetera Investment Advisers

Cetera Investment Advisers

$266K67.2K0.00%-2.4%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$250K60.0K0.00%-21.8%
XTX Topco Ltd

Xtx Topco Ltd

$218K55.0K0.00%+121.4%
&PARTNERS

Wiley Bros.-Aintree Capital, Llc

$206K25.4K0.00%+54.2%
CITADEL ADVISORS LLC

Citadel Advisors

$197K49.6K0.00%-84.3%
AlphaCore Capital LLC

Alphacore Capital Llc

$194K49.0K0.00%-11.7%
Argyle Capital Partners, LLC

Argyle Capital Partners, Llc

$190K47.9K0.12%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$169K42.8K0.00%Exited
ELEVATION POINT WEALTH PARTNERS, LLC

Mount Yale Investment Advisors, Llc

$169K20.8K0.00%Unchanged
Vestmark Advisory Solutions, Inc.

Vestmark Advisory Solutions, Inc.

$169K20.8K0.00%Unchanged
MOSAIC FAMILY WEALTH PARTNERS, LLC

Mosaic Family Wealth Partners, Llc

$165K41.8K0.01%+1.8%
Integrated Advisors Network LLC

Integrated Advisors Network Llc

$160K40.4K0.01%Unchanged
NewEdge Advisors, LLC

Newedge Advisors, Llc

$154K38.8K0.00%New Position
Mariner, LLC

Mariner, Llc

$154K38.8K0.00%+42.1%
Virtu Financial LLC

Virtu Financial Llc

$151K38.0K0.00%New Position
HighTower Advisors, LLC

Hightower Advisors, Llc

$127K21.2K0.00%-9.1%
Keating Financial Advisory Services, Inc.

Keating Financial Advisory Services, Inc.

$109K27.5K0.01%Unchanged
WOLVERINE ASSET MANAGEMENT LLC

Wolverine Asset Management Llc

$105K13.0K0.00%Exited
SMITH, MOORE & CO.

Smith, Moore & Co.

$92K11.4K0.01%Unchanged
Equitable Holdings, Inc.

Equitable Holdings, Inc.

$83K10.2K0.00%New Position

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