WDI · Western Asset Diversified Income Fund (WDI) · Shareholders & Ownership
Market Cap
$603.22M
Shares
51.91M
Volume · Oct 21
185.63K
Avg daily vol (3M)
301.72K
Every disclosed holder of WDI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WDI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 11,553,440 | — |
| Insiders (Forms 3, 4, 5) | 28,910 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 1,722,024 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WDI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,349,002 | ||
| 2 |
Penserra Capital Management LLC
13F
CIK 1593324 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,469,019 | ||
| 3 |
Amplify CEF High Income ETF
Fund
S000065408 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,462,017 | ||
| 4 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
945,389 | ||
| 5 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
742,919 | ||
| 6 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Unknown · Sep 30, 2026
|
450,014 | ||
| 7 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
440,533 | ||
| 8 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
272,993 | ||
| 9 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
261,626 | ||
| 10 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
244,675 | ||
| 11 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,034 | ||
| 11.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
215 | ||
| 11.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
76 | ||
| 12 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
231,826 | ||
| 13 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
193,456 | ||
| 13.1 |
First Trust Income Opportunities ETF
Fund
S000053967 · Registered fund · May 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
127,773 | ||
| 14 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
188,343 | ||
| 15 |
|
184,965 | ||
| 16 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
123,537 | ||
| 17 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,102 | ||
| 18 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,220 | ||
| 18.1 |
THRIVENT MULTISECTOR BOND FUND
Fund
S000000702 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
27,685 | ||
| 18.2 |
THRIVENT CONSERVATIVE ALLOCATION FUND
Fund
S000001341 · Registered fund · Jun 30, 2026
Thrivent Mutual Funds, not summed
|
9,987 | ||
| 18.3 |
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO
Fund
S000001434 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
6,041 | ||
| 18.4 |
THRIVENT MULTISECTOR BOND PORTFOLIO
Fund
S000001439 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
4,735 | ||
| 18.5 |
THRIVENT DYNAMIC ALLOCATION FUND
Fund
S000000701 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
3,690 | ||
| 19 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,266 | ||
| 20 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,957 | ||
| 20.1 |
Invesco Zacks Multi-Asset Income ETF
Fund
S000060805 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
33,233 | ||
| 21 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,585 | ||
| 22 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,403 | ||
| 23 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,756 | ||
| 24 |
ELEVATION WEALTH PARTNERS, LLC
13F
CIK 1976256 · Unknown · Sep 30, 2026
|
56,341 | ||
| 25 |
Bramshill Investments, LLC
13F
CIK 1619899 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
47,408 | ||
| 26 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
47,317 | ||
| 27 |
LoCorr Spectrum Income Fund
Fund
S000043632 · Registered fund · Jun 30, 2026
LoCorr Investment Trust, not summed
|
43,951 | ||
| 28 |
|
37,651 | ||
| 29 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,082 | ||
| 30 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,303 | ||
| 31 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,533 | ||
| 32 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,000 | ||
| 33 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,388 | ||
| 34 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,287 | ||
| 35 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,000 | ||
| 36 |
COFG Advisors, LLC
13F
CIK 2104330 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,465 | ||
| 37 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,359 | ||
| 38 |
Centurion Wealth Management LLC
13F
CIK 1951368 · Registered investment adviser · Sep 30, 2026
|
21,631 | ||
| 39 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Sep 30, 2026
|
21,567 | ||
| 40 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,046 | ||
| 41 |
|
20,000 | ||
| 42 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,231 | ||
| 43 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,977 | ||
| 44 |
Global Retirement Partners, LLC
13F
CIK 1749744 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,009 | ||
| 45 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,609 | ||
| 46 |
SeaCrest Wealth Management, LLC
13F
CIK 1728121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,533 | ||
| 47 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,416 | ||
| 48 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,396 | ||
| 49 |
Focus Financial Network, Inc.
13F
CIK 2010942 · Unknown · Sep 30, 2026
|
13,147 | ||
| 50 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,535 |
1 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 70 holders
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