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Equibles

MORGAN STANLEY

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

CIK 895421 NEW YORK, NY
Back to WDI Full portfolio

Position in WDI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$58,972,465
-$322,206 QoQ
Shares Held
4,349,002
-1.4% QoQ
Ownership
8.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 66 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in WDI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. WDI ranks #73 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in WDI

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,972,465 4,349,002
2026-03-31 $59,294,671 4,411,806
2025-12-31 $60,086,009 4,350,906
2025-09-30 $68,877,793 4,682,379
2025-06-30 $72,090,047 4,857,820
2025-03-31 $75,434,431 5,220,376
2024-12-31 $74,975,219 5,261,419
2024-09-30 $82,364,968 5,252,868
2024-06-30 $78,524,109 5,449,279
2024-03-31 $75,461,454 5,222,246
2023-12-31 $63,719,886 4,519,141
2023-09-30 $62,228,435 4,700,033
2023-06-30 $64,109,144 4,759,402
2023-03-31 $60,899,966 4,578,945
2022-12-31 $49,211,000 3,874,882
2022-09-30 $43,102,010 3,426,233
2022-06-30 $41,779,874 3,014,421
2022-03-31 $27,681,444 1,707,677
2021-12-31 $27,554,059 1,504,864
2021-09-30 $26,525,618 1,380,105
2021-06-30 $3,219,909 160,915