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WDI · Western Asset Diversified Income Fund (WDI)

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$13.05 +0.09 (+0.66%)
Market Cap
$672.78M
Shares
51.91M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 69
Total Value: $157,586,170
Total Shares: 11,718,997

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 66 13F filers
Top Holder
37.3%
Jun 2023 → Mar 2026 · range 32.7% – 48.3%
of institutional value
Top 5
67.1%
Jun 2023 → Mar 2026 · range 63.7% – 74.2%
of institutional value
Top 10
79.3%
Jun 2023 → Mar 2026 · range 76.1% – 84.9%
of institutional value
HHI
1,701
Jun 2023 → Mar 2026 · range 1,433 – 2,537
Moderately concentrated
Showing 69 of 69
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $59,294,671 37.63% 4,411,806
Mid Penserra Capital Management LLC $18,990,128 12.05% 1,412,956
Mega WELLS FARGO & COMPANY/MN $12,957,261 8.22% 964,082
Mega RAYMOND JAMES FINANCIAL INC $9,232,339 5.86% 686,930
Mid Hennion & Walsh Asset Management, Inc. $6,454,193 4.10% 475,973
Mega BANK OF AMERICA CORP /DE/ Bank $5,743,878 3.64% 427,372
Large COHEN & STEERS, INC. $3,669,025 2.33% 272,993
Large STIFEL FINANCIAL CORP $3,354,126 2.13% 249,563
Mega LPL Financial LLC $3,302,772 2.10% 245,742
Mega ROYAL BANK OF CANADA Bank $3,267,600 2.07% 243,125
Large &PARTNERS $3,224,188 2.05% 239,895
Large GUGGENHEIM CAPITAL LLC $2,949,502 1.87% 219,457
Mid SIT INVESTMENT ASSOCIATES INC $2,882,651 1.83% 214,483
Mega FIRST TRUST ADVISORS LP $2,443,015 1.55% 181,772
Mega JPMORGAN CHASE & CO $2,435,596 1.55% 181,220
Mid Advisors Asset Management, Inc. $2,420,423 1.54% 180,091
Mega Invesco Ltd. $1,449,113 0.92% 107,821
Large Rockefeller Capital Management L.P. $1,103,450 0.70% 82,102
Large Thrivent Financial for Lutherans $984,075 0.62% 73,220
Mid OPPENHEIMER & CO INC $801,319 0.51% 59,622
Large Cetera Investment Advisers $703,987 0.45% 52,380
Small Bramshill Investments, LLC $630,174 0.40% 46,888
Mid READYSTATE ASSET MANAGEMENT LP $615,820 0.39% 45,820
Large Baird Financial Group, Inc. $615,350 0.39% 45,785
Mid EVOLVE PRIVATE WEALTH, LLC $507,615 0.32% 37,769
Mega UBS Group AG $506,391 0.32% 37,678
Large NewEdge Advisors, LLC $499,430 0.32% 37,160
Large Steward Partners Investment Advisory, LLC $439,084 0.28% 32,670
Mega ENVESTNET ASSET MANAGEMENT INC $392,380 0.25% 29,195
Mid Sanctuary Advisors, LLC $362,880 0.23% 27,000
Micro Closed-End Fund Advisors, Inc. $342,891 0.22% 25,287
Mid Concurrent Investment Advisors, LLC $330,904 0.21% 24,403
Mid JOURNEY STRATEGIC WEALTH LLC $322,560 0.20% 24,000
Small Centurion Wealth Management LLC $293,316 0.19% 21,631
Small COFG Advisors, LLC $292,293 0.19% 21,748
Small Shaker Financial Services, LLC $265,559 0.17% 19,584
Mega CITADEL ADVISORS LLC $265,157 0.17% 19,729
Large COMMONWEALTH EQUITY SERVICES, LLC $260,772 0.17% 19,231
Large OSAIC HOLDINGS, INC. $235,415 0.15% 17,516
Mid Private Advisor Group, LLC $216,648 0.14% 15,977
Mid WEDBUSH SECURITIES INC Broker-Dealer $198,098 0.13% 14,609
Small SeaCrest Wealth Management, LLC $197,067 0.13% 14,533
Mega BlackRock, Inc. $195,457 0.12% 14,543
Large Mariner, LLC $192,662 0.12% 14,335
Large Cambridge Investment Research Advisors, Inc. $169,974 0.11% 12,535
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $159,331 0.10% 11,855
Mid Merit Financial Group, LLC $152,712 0.10% 11,262
Mid Focus Financial Network, Inc. $144,156 0.09% 10,631
Small Sovran Advisors, LLC $144,009 0.09% 10,715
Large TRUIST FINANCIAL CORP $139,857 0.09% 10,314
Large Lido Advisors, LLC $134,400 0.09% 10,000
Micro Allie Family Office LLC Family Office $134,400 0.09% 10,000
Large FIFTH THIRD BANCORP Bank $110,759 0.07% 8,241
Mid CoreCap Advisors, LLC $102,513 0.07% 7,560
Small AdvisorNet Financial, Inc $61,250 0.04% 4,517
Small Pinnacle Wealth Planning Services, Inc. $57,684 0.04% 4,292
Small Anfield Capital Management, LLC $52,496 0.03% 3,906
Micro WPG Advisers, LLC $34,177 0.02% 2,543
Mid Allworth Financial LP $26,880 0.02% 2,000
Large CWM, LLC $24,662 0.02% 1,835
Small Noble Wealth Management PBC $23,052 0.01% 1,700
Mid Advisory Services Network, LLC $21,504 0.01% 1,600
Mid MAI Capital Management $18,950 0.01% 1,410
Mid HARBOUR INVESTMENTS, INC. $9,273 0.01% 690
Small Institute for Wealth Management, LLC. $8,963 0.01% 661
Micro Osbon Capital Management LLC $7,217 0.00% 537
Small HIGHLINE WEALTH PARTNERS LLC $2,874 0.00% 212
Large ASSETMARK, INC $2,486 0.00% 185
Micro Decker Retirement Planning Inc. Pension $1,356 0.00% 100
Key facts CIK 1819559 CUSIP 95790K109 13F (30d) 19 filings 19 filers Visit website Investor relations

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