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Equibles

Steward Partners Investment Advisory, LLC

Position in WDI — Western Asset Diversified Income Fund (WDI)

CIK 1723397 STAMFORD, CT
Back to WDI Full portfolio

Position in WDI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$451,588
+$12,504 QoQ
Shares Held
33,303
+1.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 66 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WDI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. WDI ranks #114 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 21,807 $20,968,738
2 BST
BlackRock Science & Technology Trust
 211,966 $10,748,795
3 GDV
Gabelli Dividend & Income Trust
 365,524 $10,746,405
4 BX
Blackstone Inc.
 90,124 $10,604,891
5 ARCC
Ares Capital Corp
 406,494 $7,532,333
6 BSTZ
BlackRock Science & Technology Term Trust
 243,765 $7,320,262
7 PHYS
Sprott Physical Gold Trust
 225,504 $6,803,455
8 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 437,539 $6,510,580

All Filings in WDI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $451,588 33,303
2026-03-31 $439,084 32,670
2025-12-31 $451,172 32,670
2025-09-30 $480,575 32,670
2025-06-30 $484,822 32,670
2025-03-31 $528,234 36,556
2024-12-31 $520,923 36,556
2024-09-30 $573,198 36,556
2024-06-30 $526,771 36,556
2024-03-31 $580,369 40,164
2023-12-31 $566,312 40,164
2023-09-30 $790,692 59,720
2023-06-30 $469,820 34,879
2023-03-31 $463,890 34,879
2022-12-31 $442,963 34,879
2022-09-30 $553,192 43,974
2022-06-30 $562,438 40,580
2022-03-31 $701,730 43,290
2021-12-31 $792,639 43,290