Back to WDI
Marshall & Sterling Wealth Advisors Inc. → WDI
Marshall & Sterling Wealth Advisors Inc. WDI Position History
Western Asset Diversified Income Fund • Financial Services
Quarters held
4
Latest value
$33K
Q2 2026
Peak value
$36.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.6M |
| Q4 2025 | $35K |
| Q1 2026 | $34K |
| Q2 2026 | $33K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $33K | 8.4K | — | — |
| Q1 2026 | $34K | 8.4K | — | — |
| Q4 2025 | $35K | 8.4K | — | — |
| Q3 2025 | $36.6M | 8.4K | — | — |
Other funds holding WDI
$5.9M
$5.1M
$4.1M
$3.7M