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Western Asset Diversified Income Fund (WDI) hedge fund holdings

WDINYSE
$11.76+0.06 (+0.51% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WDI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-20.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252722$14.6M$10.2M67Aug 14, 2025
Q3 20252120$6.67M$10.3M61Nov 14, 2025
Q4 20252519$20.3M$21.4M68Feb 14, 2026
Q1 20262519$8.34M$9.61M63May 15, 2026
Q2 20262215$4.8M$9.9M63Aug 14, 2026

Quarterly action breakdown

Q2 2026
63 filers
New position
8
$1.3M+95.6K sh
Increased
14
$3.51M+259K sh
Reduced
10
-$5.94M-438K sh
Out / sold
5
-$3.95M-292K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncSell 100%-$2.88M$00.00%Aug 12, 2026
Shaker Financial Services, LLCReduce 87.07%-$1.79M$266K0.08%Jul 15, 2026
&PartnersReduce 22.90%-$745K$2.51M0.01%Aug 14, 2026
Readystate Asset Management LPSell 100%-$616K$00.00%Aug 14, 2026
Guggenheim Capital LLCAdded 8.01%+$238K$3.21M0.02%Aug 12, 2026
First Trust Advisors LPAdded 6.43%+$158K$2.62M0.00%Aug 11, 2026
Focus Financial Network, Inc.New Buy+$144K$144K0.00%Jul 9, 2026
Lido Advisors, LLCSell 100%-$134K$00.00%Aug 7, 2026
Thrivent Financial for LutheransAdded 10.93%+$109K$1.1M0.00%Aug 14, 2026
Wedbush Securities IncReduce 35.38%-$108K$198K0.01%Jul 28, 2026
Oppenheimer & Co IncAdded 10.00%+$80.9K$889K0.01%Aug 3, 2026
Evolve Private Wealth, LLCReduce 9.76%-$50K$462K0.03%Aug 12, 2026
Hennion & Walsh Asset Management, Inc.Added 0.42%+$27.3K$6.45M0.18%Jul 8, 2026
Concurrent Investment Advisors, LLCAdded 7.14%+$22K$331K0.00%Jul 27, 2026
Baird Financial Group, Inc.Added 3.35%+$20.8K$642K0.00%Aug 12, 2026
Sovran Advisors, LLCAdded 10.73%+$15K$155K0.01%Jul 30, 2026
SeaCrest Wealth Management, LLCReduce 6.76%-$14.3K$197K0.02%Jul 9, 2026
Closed-End Fund Advisors, Inc.Added 3.36%+$11.1K$343K0.33%Jul 27, 2026
COFG Advisors, LLCAdded 3.30%+$9.72K$305K0.05%Aug 14, 2026
Noble Wealth Management PBCAdded 70.00%+$9.49K$23.1K0.01%Jul 1, 2026
Institute for Wealth Management, LLC.New Buy+$8.96K$8.96K0.00%Jul 28, 2026
Bramshill Investments, LLCAdded 1.11%+$7.05K$643K0.05%Aug 14, 2026
Decker Retirement Planning Inc.New Buy+$1.36K$1.36K0.00%Jul 16, 2026
Centurion Wealth Management LLCAdded 0.37%+$1.09K$293K0.07%Jul 9, 2026
Bessemer Group IncNew Buy+$1K$1K0.00%Aug 12, 2026
WPG Advisers, LLCReduce 1.53%-$529$34K0.02%Aug 6, 2026
Pinnacle Wealth Planning Services, Inc.Added 0.33%+$190$58.4K0.01%Aug 7, 2026

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