Back to WDI
Shaker Financial Services, LLC → WDI
Shaker Financial Services, LLC WDI Position History
Western Asset Diversified Income Fund • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 352.8K | — | — |
| Q2 2026 | $1.6M | 392.8K | — | — |
| Q1 2026 | $1.2M | 300.4K | — | — |
| Q4 2025 | $1.7M | 403.7K | — | — |
| Q3 2025 | $2.4M | 551.0K | — | — |
Other funds holding WDI
$5.9M
$5.1M
$4.1M
$3.7M
$2.4M
$2.3M
$1.9M