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Western Asset Diversified Income Fund (WDI) Institutional Ownership

Western Asset Diversified Income Fund logo
$15.10 +0.07 (+0.43%)
Closing price 09/5/2025 03:58 PM Eastern
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$15.10 0.00 (0.00%)
As of 09/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset Diversified Income Fund (NYSE:WDI)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$23.44M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$5.85M
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WDI Institutional Buying and Selling by Quarter

Western Asset Diversified Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.16,016$238K0.0%-13.0%0.000%
8/19/2025 Newbridge Financial Services Group Inc.4,742$70K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.6,739$100K0.0%+555.5%0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC109,686$1.63M0.4%+12.8%0.000%
8/15/2025 Bank of America Corp DE438,469$6.51M0.0%+2.9%0.000%
8/14/2025 Jane Street Group LLC35,491$527K0.0%+105.3%0.000%
8/14/2025 Raymond James Financial Inc.70,709$1.05M0.0%-19.8%0.000%
8/13/2025 Baird Financial Group Inc.31,872$473K0.0%N/A0.000%
8/13/2025 First Trust Advisors LP128,331$1.90M0.0%+2.6%0.000%
8/13/2025 Guggenheim Capital LLC169,729$2.52M0.0%+4.2%0.000%
8/13/2025 Invesco Ltd.205,723$3.05M0.0%-6.4%0.000%
8/12/2025 Advisors Asset Management Inc.404,982$6.01M0.1%-0.5%0.000%
8/12/2025 Steward Partners Investment Advisory LLC32,670$485K0.0%-10.6%0.000%
8/12/2025 Journey Strategic Wealth LLC22,000$326K0.0%-56.0%0.000%
8/12/2025 JPMorgan Chase & Co.143,759$2.13M0.0%+35.0%0.000%
8/8/2025 Cetera Investment Advisers30,768$457K0.0%+10.9%0.000%
8/6/2025 Penserra Capital Management LLC1,252,927$18.59M0.3%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.25,159$373K0.0%+22.7%0.000%
8/1/2025 Envestnet Asset Management Inc.23,466$348K0.0%+23.0%0.000%
7/28/2025 Naviter Wealth LLC10,300$154K0.0%N/A0.000%
7/18/2025 Consolidated Portfolio Review Corp138,640$2.06M0.3%-3.9%0.000%
7/14/2025 AdvisorNet Financial Inc3,392$50K0.0%+83.3%0.000%
5/19/2025 Jane Street Group LLC17,284$250K0.0%+8.8%0.000%
5/16/2025 Polar Asset Management Partners Inc.15,153$219K0.0%-77.6%0.000%
5/16/2025 Integrated Wealth Concepts LLC36,721$531K0.0%N/A0.000%
5/16/2025 Advisors Asset Management Inc.406,952$5.88M0.1%-5.0%0.000%
5/15/2025 Royal Bank of Canada212,244$3.07M0.0%+15.1%0.000%
5/15/2025 MAI Capital Management5,000$72K0.0%N/A0.000%
5/15/2025 WPG Advisers LLC3,661$53K0.0%N/A0.000%
5/14/2025 SVB Wealth LLC1,838$27K0.0%N/A0.000%
5/13/2025 Elequin Capital LP8,655$125K0.0%+384.3%0.000%
5/13/2025 Sit Investment Associates Inc.34,485$498K0.0%N/A0.000%
5/12/2025 Invesco Ltd.219,748$3.18M0.0%+4.3%0.000%
5/9/2025 Shaker Financial Services LLC42,886$626K0.2%-48.4%0.000%
5/8/2025 Harbour Investments Inc.2,763$40K0.0%N/A0.000%
5/7/2025 LPL Financial LLC148,201$2.14M0.0%-3.8%0.000%
5/6/2025 Cetera Investment Advisers27,743$401K0.0%-19.6%0.000%
5/6/2025 Journey Strategic Wealth LLC49,971$722K0.0%+17.4%0.000%
5/6/2025 Wedbush Securities Inc.20,508$296K0.0%-18.9%0.000%
5/6/2025 Readystate Asset Management LP77,934$1.13M0.0%+128.0%0.000%
5/2/2025 Prevail Innovative Wealth Advisors LLC97,208$1.41M0.4%+13.8%0.000%
4/29/2025 Penserra Capital Management LLC1,215,894$17.57M0.3%+3.3%0.000%
4/28/2025 D.A. Davidson & CO.11,000$159K0.0%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.59,048$853K0.0%+3.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.43,041$622K0.0%-15.4%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.331,067$4.78M0.2%+24.5%0.000%
4/7/2025 AdvisorNet Financial Inc1,851$27K0.0%N/A0.000%
2/25/2025 Polar Asset Management Partners Inc.67,600$963K0.0%N/A0.000%
2/18/2025 Elequin Capital LP1,787$25K0.0%N/A0.000%
2/17/2025 Polar Asset Management Partners Inc.67,600$963K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers34,487$491K0.0%+10.4%0.000%
2/17/2025 Bank of America Corp DE614,877$8.76M0.0%+4.3%0.000%
2/14/2025 Jane Street Group LLC15,891$226K0.0%N/A0.000%
2/14/2025 Comerica Bank10,185$145K0.0%-17.2%0.000%
2/14/2025 Coppell Advisory Solutions LLC3,540$50K0.0%+77.9%0.000%
2/14/2025 Shaker Financial Services LLC83,036$1.18M0.5%+203.7%0.000%
2/14/2025 First Trust Advisors LP121,397$1.73M0.0%+3.9%0.000%
2/13/2025 Guggenheim Capital LLC150,760$2.15M0.0%+6.7%0.000%
2/13/2025 Walleye Capital LLC14,242$203K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.272,993$3.89M0.0%-25.6%0.000%
2/13/2025 Raymond James Financial Inc.81,394$1.16M0.0%N/A0.000%
2/13/2025 Invesco Ltd.210,632$3.00M0.0%+3.8%0.000%
2/13/2025 Envestnet Asset Management Inc.39,781$567K0.0%+8.9%0.000%
2/13/2025 Wells Fargo & Company MN960,641$13.69M0.0%+11.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.22,218$317K0.0%N/A0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC85,386$1.22M0.4%N/A0.000%
2/12/2025 JPMorgan Chase & Co.72,760$1.04M0.0%+38.7%0.000%
2/11/2025 LPL Financial LLC153,998$2.19M0.0%-1.6%0.000%
2/10/2025 Advisors Asset Management Inc.428,449$6.11M0.1%+4.4%0.000%
2/10/2025 Centurion Wealth Management LLC22,002$314K0.1%+10.6%0.000%
2/10/2025 Commonwealth Equity Services LLC172,080$2.45M0.0%-2.6%0.000%
2/10/2025 Farther Finance Advisors LLC5,618$80K0.0%+40.5%0.000%
2/6/2025 Raymond James Financial Inc.81,394$1.16M0.0%N/A0.000%
2/5/2025 Anfield Capital Management LLC3,906$56K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC47,940$713K0.0%-14.4%0.000%
1/27/2025 Consolidated Portfolio Review Corp144,606$2.06M0.3%-2.8%0.000%
1/24/2025 Journey Strategic Wealth LLC42,571$607K0.0%+179.7%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.265,852$3.79M0.2%+27.9%0.000%
1/14/2025 SeaCrest Wealth Management LLC16,283$232K0.0%+11.2%0.000%
12/26/2024 JPMorgan Chase & Co.52,460$823K0.0%+30.3%0.000%
11/25/2024Sanctuary Advisors LLC56,011$828K0.0%+3.6%0.000%
11/20/2024 Virtu Financial LLC18,411$289K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp218,817$3.43M0.0%-15.7%0.000%
11/15/2024 Hilltop Holdings Inc.40,147$630K0.0%-2.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.51,202$803K0.0%-1.9%0.000%
11/12/2024 Penserra Capital Management LLC1,097,616$17.21M0.4%+15.9%0.000%
11/8/2024 Advisors Asset Management Inc.410,530$6.44M0.1%+26.7%0.000%
11/7/2024 Thrivent Financial for Lutherans24,824$389K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.57,237$897K0.0%-8.4%0.000%
10/31/2024 Shaker Financial Services LLC27,338$433K0.2%-30.5%0.000%
10/29/2024 Farther Finance Advisors LLC4,000$63K0.0%N/A0.000%
10/24/2024 PFG Investments LLC19,650$308K0.0%+22.8%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.207,780$3.26M0.2%+7.7%0.000%
10/22/2024 Private Advisor Group LLC13,325$209K0.0%-44.6%0.000%
10/16/2024 SeaCrest Wealth Management LLC14,646$230K0.0%+9.6%0.000%
9/5/2024Sanctuary Advisors LLC54,086$764K0.0%N/A0.000%
8/21/2024 Truist Financial Corp14,451$208K0.0%N/A0.000%
8/9/2024 City of London Investment Management Co. Ltd.14,258$205K0.0%-97.0%0.000%
8/7/2024 Wedbush Securities Inc.25,728$371K0.0%+20.9%0.000%
8/7/2024 PFG Investments LLC16,000$231K0.0%-86.3%0.000%
(Data available from 1/1/2016 forward)

WDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WDI shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Western Asset Diversified Income Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($21.46M), Penserra Capital Management LLC ($18.59M), Wells Fargo & Company MN ($13.69M), Franklin Resources Inc. ($7.05M), Bank of America Corp DE ($6.51M), Advisors Asset Management Inc. ($6.01M), and Hennion & Walsh Asset Management Inc. ($4.78M).Learn more on Western Asset Diversified Income Fund's institutional investors.

Which institutional investors have been buying Western Asset Diversified Income Fund's stock?

Of the 62 institutional investors that purchased Western Asset Diversified Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($249.10K), Penserra Capital Management LLC ($245.10K), Hennion & Walsh Asset Management Inc. ($231.70K), Advisors Asset Management Inc. ($230.10K), Wells Fargo & Company MN ($207.28K), Advisor Partners II LLC ($190.94K), and Raymond James Financial Inc. ($162.79K).

How much institutional buying is happening at Western Asset Diversified Income Fund?

Institutional investors have bought a total of 1,601,590 shares in the last 24 months. This purchase volume represents approximately $23.44M in transactions.

Which of Western Asset Diversified Income Fund's major shareholders have been selling company stock?

Of the 22 institutional investors that sold Western Asset Diversified Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($94.09K), Polar Asset Management Partners Inc. ($52.45K), Shaker Financial Services LLC ($52.16K), Stifel Financial Corp ($40.78K), Journey Strategic Wealth LLC ($27.97K), Advisors Asset Management Inc. ($23.47K), and Raymond James Financial Inc. ($17.47K).

How much institutional selling is happening at Western Asset Diversified Income Fund?

Institutional investors have sold a total of 398,916 shares in the last 24 months. This volume of shares sold represents approximately $5.85M in transactions.


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This page (NYSE:WDI) was last updated on 9/6/2025 by MarketBeat.com Staff
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