Free Trial
Portfolio Monitoring Tools for the A.I. EraStart Free For 30 Days

Western Asset Diversified Income Fund (WDI) Institutional Ownership

Western Asset Diversified Income Fund logo
$14.89 -0.02 (-0.15%)
As of 11:02 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$23.46M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$5.85M
Get WDI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Diversified Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025AdvisorNet Financial Inc5,129$75K0.0%+51.2%0.000%
9/4/2025Osaic Holdings Inc.16,016$238K0.0%-13.0%0.000%
8/19/2025Newbridge Financial Services Group Inc.4,742$70K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.6,739$100K0.0%+555.5%0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC109,686$1.63M0.4%+12.8%0.000%
8/15/2025Bank of America Corp DE438,469$6.51M0.0%+2.9%0.000%
8/14/2025Jane Street Group LLC35,491$527K0.0%+105.3%0.000%
8/14/2025Raymond James Financial Inc.70,709$1.05M0.0%-19.8%0.000%
8/13/2025Baird Financial Group Inc.31,872$473K0.0%N/A0.000%
8/13/2025First Trust Advisors LP128,331$1.90M0.0%+2.6%0.000%
8/13/2025Guggenheim Capital LLC169,729$2.52M0.0%+4.2%0.000%
8/13/2025Invesco Ltd.205,723$3.05M0.0%-6.4%0.000%
8/12/2025Advisors Asset Management Inc.404,982$6.01M0.1%-0.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC32,670$485K0.0%-10.6%0.000%
8/12/2025Journey Strategic Wealth LLC22,000$326K0.0%-56.0%0.000%
8/12/2025JPMorgan Chase & Co.143,759$2.13M0.0%+35.0%0.000%
8/8/2025Cetera Investment Advisers30,768$457K0.0%+10.9%0.000%
8/6/2025Penserra Capital Management LLC1,252,927$18.59M0.3%+3.0%0.000%
8/6/2025Wedbush Securities Inc.25,159$373K0.0%+22.7%0.000%
8/1/2025Envestnet Asset Management Inc.23,466$348K0.0%+23.0%0.000%
7/28/2025Naviter Wealth LLC10,300$154K0.0%N/A0.000%
7/18/2025Consolidated Portfolio Review Corp138,640$2.06M0.3%-3.9%0.000%
7/14/2025AdvisorNet Financial Inc3,392$50K0.0%+83.3%0.000%
5/19/2025Jane Street Group LLC17,284$250K0.0%+8.8%0.000%
5/16/2025Polar Asset Management Partners Inc.15,153$219K0.0%-77.6%0.000%
5/16/2025Integrated Wealth Concepts LLC36,721$531K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.406,952$5.88M0.1%-5.0%0.000%
5/15/2025Royal Bank of Canada212,244$3.07M0.0%+15.1%0.000%
5/15/2025MAI Capital Management5,000$72K0.0%N/A0.000%
5/15/2025WPG Advisers LLC3,661$53K0.0%N/A0.000%
5/14/2025SVB Wealth LLC1,838$27K0.0%N/A0.000%
5/13/2025Elequin Capital LP8,655$125K0.0%+384.3%0.000%
5/13/2025Sit Investment Associates Inc.34,485$498K0.0%N/A0.000%
5/12/2025Invesco Ltd.219,748$3.18M0.0%+4.3%0.000%
5/9/2025Shaker Financial Services LLC42,886$626K0.2%-48.4%0.000%
5/8/2025Harbour Investments Inc.2,763$40K0.0%N/A0.000%
5/7/2025LPL Financial LLC148,201$2.14M0.0%-3.8%0.000%
5/6/2025Cetera Investment Advisers27,743$401K0.0%-19.6%0.000%
5/6/2025Journey Strategic Wealth LLC49,971$722K0.0%+17.4%0.000%
5/6/2025Wedbush Securities Inc.20,508$296K0.0%-18.9%0.000%
5/6/2025Readystate Asset Management LP77,934$1.13M0.0%+128.0%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC97,208$1.41M0.4%+13.8%0.000%
4/29/2025Penserra Capital Management LLC1,215,894$17.57M0.3%+3.3%0.000%
4/28/2025D.A. Davidson & CO.11,000$159K0.0%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.59,048$853K0.0%+3.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.43,041$622K0.0%-15.4%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.331,067$4.78M0.2%+24.5%0.000%
4/7/2025AdvisorNet Financial Inc1,851$27K0.0%N/A0.000%
2/25/2025Polar Asset Management Partners Inc.67,600$963K0.0%N/A0.000%
2/18/2025Elequin Capital LP1,787$25K0.0%N/A0.000%
2/17/2025Polar Asset Management Partners Inc.67,600$963K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers34,487$491K0.0%+10.4%0.000%
2/17/2025Bank of America Corp DE614,877$8.76M0.0%+4.3%0.000%
2/14/2025Jane Street Group LLC15,891$226K0.0%N/A0.000%
2/14/2025Comerica Bank10,185$145K0.0%-17.2%0.000%
2/14/2025Coppell Advisory Solutions LLC3,540$50K0.0%+77.9%0.000%
2/14/2025Shaker Financial Services LLC83,036$1.18M0.5%+203.7%0.000%
2/14/2025First Trust Advisors LP121,397$1.73M0.0%+3.9%0.000%
2/13/2025Guggenheim Capital LLC150,760$2.15M0.0%+6.7%0.000%
2/13/2025Walleye Capital LLC14,242$203K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.272,993$3.89M0.0%-25.6%0.000%
2/13/2025Raymond James Financial Inc.81,394$1.16M0.0%N/A0.000%
2/13/2025Invesco Ltd.210,632$3.00M0.0%+3.8%0.000%
2/13/2025Envestnet Asset Management Inc.39,781$567K0.0%+8.9%0.000%
2/13/2025Wells Fargo & Company MN960,641$13.69M0.0%+11.2%0.000%
2/12/2025Landscape Capital Management L.L.C.22,218$317K0.0%N/A0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC85,386$1.22M0.4%N/A0.000%
2/12/2025JPMorgan Chase & Co.72,760$1.04M0.0%+38.7%0.000%
2/11/2025LPL Financial LLC153,998$2.19M0.0%-1.6%0.000%
2/10/2025Advisors Asset Management Inc.428,449$6.11M0.1%+4.4%0.000%
2/10/2025Centurion Wealth Management LLC22,002$314K0.1%+10.6%0.000%
2/10/2025Commonwealth Equity Services LLC172,080$2.45M0.0%-2.6%0.000%
2/10/2025Farther Finance Advisors LLC5,618$80K0.0%+40.5%0.000%
2/6/2025Raymond James Financial Inc.81,394$1.16M0.0%N/A0.000%
2/5/2025Anfield Capital Management LLC3,906$56K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC47,940$713K0.0%-14.4%0.000%
1/27/2025Consolidated Portfolio Review Corp144,606$2.06M0.3%-2.8%0.000%
1/24/2025Journey Strategic Wealth LLC42,571$607K0.0%+179.7%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.265,852$3.79M0.2%+27.9%0.000%
1/14/2025SeaCrest Wealth Management LLC16,283$232K0.0%+11.2%0.000%
12/26/2024JPMorgan Chase & Co.52,460$823K0.0%+30.3%0.000%
11/25/2024Sanctuary Advisors LLC56,011$828K0.0%+3.6%0.000%
11/20/2024Virtu Financial LLC18,411$289K0.0%N/A0.000%
11/15/2024Stifel Financial Corp218,817$3.43M0.0%-15.7%0.000%
11/15/2024Hilltop Holdings Inc.40,147$630K0.0%-2.4%0.000%
11/14/2024Rockefeller Capital Management L.P.51,202$803K0.0%-1.9%0.000%
11/12/2024Penserra Capital Management LLC1,097,616$17.21M0.4%+15.9%0.000%
11/8/2024Advisors Asset Management Inc.410,530$6.44M0.1%+26.7%0.000%
11/7/2024Thrivent Financial for Lutherans24,824$389K0.0%N/A0.000%
11/6/2024Oppenheimer & Co. Inc.57,237$897K0.0%-8.4%0.000%
10/31/2024Shaker Financial Services LLC27,338$433K0.2%-30.5%0.000%
10/29/2024Farther Finance Advisors LLC4,000$63K0.0%N/A0.000%
10/24/2024PFG Investments LLC19,650$308K0.0%+22.8%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.207,780$3.26M0.2%+7.7%0.000%
10/22/2024Private Advisor Group LLC13,325$209K0.0%-44.6%0.000%
10/16/2024SeaCrest Wealth Management LLC14,646$230K0.0%+9.6%0.000%
9/5/2024Sanctuary Advisors LLC54,086$764K0.0%N/A0.000%
8/21/2024Truist Financial Corp14,451$208K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.14,258$205K0.0%-97.0%0.000%
8/7/2024Wedbush Securities Inc.25,728$371K0.0%+20.9%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 1,603,327 shares in the last 24 months. This purchase volume represents approximately $23.46M 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.


Related Companies

This page (NYSE:WDI) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Gold to $27,533?
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... And it's sparking urgent chatter...
Stansberry Research | Sponsoredtc pixel
The best AI stock you aren’t watching (but Elon is)
Elon Musk's AI empire is already being built... not in the spotlight, but in the background. One public cou...
Behind the Markets | Sponsoredtc pixel
Why This Titanium Explorer Caught Rio Tinto’s Eye
As U.S. defense spending crosses $1 trillion, drones, hypersonics, and next-gen aerospace are taking center st...
Capital Trends | Sponsoredtc pixel
Too busy for AI trading?
Last week, Nvidia and AMD stock soared as export restrictions eased. Nvidia alone gained nearly 5% in a sin...
Timothy Sykes | Sponsoredtc pixel
Have you heard of the Texas Royalty Plan?
There is a backdoor way you could collect a check, four times a year, thanks to the exploding oil industry in ...
Brownstone Research | Sponsoredtc pixel