Western Asset Diversified Income Fund (WDI) Institutional Ownership $14.78 +0.10 (+0.65%) Closing price 06/27/2025 03:58 PM EasternExtended Trading$14.78 0.00 (0.00%) As of 06/27/2025 07:45 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Western Asset Diversified Income Fund (NYSE:WDI)Number ofInstitutional Buyers(last 12 months)46TotalInstitutional Inflows(last 12 months)$25.47MNumber ofInstitutional Sellers(last 12 months)19TotalInstitutional Outflows(last 12 months)$12.87M Get WDI Insider Trade Alerts Want to know when executives and insiders are buying or selling Western Asset Diversified Income Fund stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data WDI Institutional Buying and Selling by Quarter Western Asset Diversified Income Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 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% Get the Latest News and Ratings for WDI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Western Asset Diversified Income Fund and its competitors with MarketBeat's FREE daily newsletter. 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% New Rule Hits in July — The Smart Money Already Moved (Ad)A little-known regulation quietly goes into effect this July. 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We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how2/13/2025 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% 8/3/2024 Shaker Financial Services LLC39,343$573K0.2%N/A0.000% 8/2/2024 Naviter Wealth LLC11,100$161K0.0%N/A0.000% 8/1/2024 Consolidated Portfolio Review Corp149,057$2.15M0.5%+57.9%0.000% 7/31/2024 Commonwealth Equity Services LLC111,252$1.60M0.0%+231.7%0.000% 7/20/2024 Hennion & Walsh Asset Management Inc.192,892$2.78M0.1%+23.8%0.000% 7/10/2024 Simplicity Wealth LLC46,946$676K0.0%N/A0.000% 5/14/2024 Advisors Asset Management Inc.214,352$3.10M0.1%+141.5%0.000% 5/10/2024 City of London Investment Management Co. Ltd.476,211$6.88M0.6%-14.6%0.000% 5/7/2024 Oppenheimer & Co. Inc.62,879$909K0.0%-19.9%0.000% 5/1/2024 Janney Montgomery Scott LLC10,225$148K0.0%N/A0.000% 4/30/2024 Consolidated Portfolio Review Corp94,412$1.36M0.4%-1.0%0.000% 4/22/2024 PFG Investments LLC116,663$1.69M0.1%N/A0.000% Israel-Iran WAR Could Destroy Trump's Presidency (Ad)The missiles are already flying. Israel and Iran are now in direct military conflict — and this couldn't have happened at a worse time. Trump is already dealing with Biden's $34 trillion debt bomb AND now a Middle East war. This is exactly what the "resistance" has been waiting for.Get Your Free Presidential Transition Guide Now »4/18/2024 SeaCrest Wealth Management LLC13,247$191K0.0%+12.1%0.000% 4/17/2024 Hennion & Walsh Asset Management Inc.155,808$2.25M0.1%+30.0%0.000% 3/27/2024 Nomura Holdings Inc.12,375$174K0.0%N/A0.000% 2/15/2024 Cohen & Steers Inc.417,083$5.88M0.0%-11.7%0.000% 2/13/2024 1607 Capital Partners LLC1,522,145$21.46M1.5%-2.3%0.000% 2/12/2024Relative Value Partners Group LLC209,347$2.95M0.2%-6.0%0.000% 2/12/2024 Stifel Financial Corp366,411$5.17M0.0%+9.1%0.000% 2/12/2024 Steward Partners Investment Advisory LLC40,164$566K0.0%-32.7%0.000% 2/12/2024 Hilltop Holdings Inc.40,747$575K0.1%+11.2%0.000% 2/9/2024 City of London Investment Management Co. Ltd.557,800$7.87M0.6%+4.7%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, 68 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 ($17.57M), Wells Fargo & Company MN ($13.69M), Bank of America Corp DE ($8.76M), Franklin Resources Inc. ($7.05M), Advisors Asset Management Inc. ($5.88M), 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 59 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), Hennion & Walsh Asset Management Inc. ($231.70K), Advisors Asset Management Inc. ($230.10K), Penserra Capital Management LLC ($208.07K), 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 1,747,848 shares in the last 24 months. This purchase volume represents approximately $25.47M in transactions. Which of Western Asset Diversified Income Fund's major shareholders have been selling company stock? Of the 19 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: City of London Investment Management Co. Ltd. ($461.95K), PFG Investments LLC ($100.66K), Cohen & Steers Inc. ($94.09K), Polar Asset Management Partners Inc. ($52.45K), Shaker Financial Services LLC ($52.16K), Stifel Financial Corp ($40.78K), and Advisors Asset Management Inc. ($21.50K). How much institutional selling is happening at Western Asset Diversified Income Fund? Institutional investors have sold a total of 888,238 shares in the last 24 months. This volume of shares sold represents approximately $12.87M in transactions. Related Companies ASGI Major Shareholders BAYAU Major Shareholders BANFP Major Shareholders ECAT Major Shareholders BMEZ Major Shareholders BHFAL Major Shareholders CPZ Major Shareholders DLY Major Shareholders This page (NYSE:WDI) was last updated on 6/28/2025 by MarketBeat.com Staff From Our Partners3..2..1.. AI 2.0 ignition (don’t sleep on this)I just put together an urgent new presentation that you need to see right away. 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