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Western Asset Diversified Income Fund (WDI) Institutional Ownership

Western Asset Diversified Income Fund logo
$14.07 +0.01 (+0.07%)
As of 04/30/2025 03:57 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)
39
Total
Institutional Inflows
(last 12 months)
$24.65M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.40M
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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
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%
2/25/2025Polar 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%
2/13/2025 Envestnet 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%
2/10/2025 Centurion Wealth Management LLC22,002$314K0.1%+10.6%0.000%
2/10/2025Commonwealth Equity Services LLC172,080$2.45M0.0%-2.6%0.000%
2/10/2025 Farther 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%
1/27/2025 Consolidated Portfolio Review Corp144,606$2.06M0.3%-2.8%0.000%
1/24/2025Journey Strategic Wealth LLC42,571$607K0.0%+179.7%0.000%
1/15/2025 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%
12/26/2024JPMorgan Chase & Co.52,460$823K0.0%+30.3%0.000%
11/25/2024Sanctuary Advisors LLC56,011$828K0.0%+3.6%0.000%
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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%
11/12/2024 Penserra 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%
11/6/2024 Oppenheimer & Co. Inc.57,237$897K0.0%-8.4%0.000%
10/31/2024Shaker Financial Services LLC27,338$433K0.2%-30.5%0.000%
10/29/2024 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%
10/22/2024Private 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%
8/9/2024City 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%
8/7/2024 PFG Investments LLC16,000$231K0.0%-86.3%0.000%
8/3/2024Shaker 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%
7/31/2024Commonwealth 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%
5/14/2024Advisors Asset Management Inc.214,352$3.10M0.1%+141.5%0.000%
5/10/2024City 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%
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%
3/27/2024Nomura Holdings Inc.12,375$174K0.0%N/A0.000%
2/15/2024Cohen & Steers Inc.417,083$5.88M0.0%-11.7%0.000%
2/13/20241607 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%
2/12/2024Stifel Financial Corp366,411$5.17M0.0%+9.1%0.000%
2/12/2024Steward Partners Investment Advisory LLC40,164$566K0.0%-32.7%0.000%
2/12/2024Hilltop Holdings Inc.40,747$575K0.1%+11.2%0.000%
2/9/2024City of London Investment Management Co. Ltd.557,800$7.87M0.6%+4.7%0.000%
2/9/2024Franklin Resources Inc.500,000$7.05M0.0%+99.3%0.000%
2/9/2024Wells Fargo & Company MN662,004$9.33M0.0%+20.1%0.000%
2/6/2024Private Advisor Group LLC23,122$326K0.0%+4.3%0.000%
1/30/2024CTC Alternative Strategies Ltd.10,748$152K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp95,352$1.34M0.3%+117.9%0.000%
1/22/2024Claro Advisors LLC17,140$242K0.1%N/A0.000%
1/16/2024Raymond James & Associates47,186$665K0.0%+74.1%0.000%
11/16/2023 Penserra Capital Management LLC816,346$10.81M0.2%+2.3%0.000%
11/14/2023Lazard Asset Management LLC38,000$503K0.0%+26.7%0.000%
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11/14/2023Saba Capital Management L.P.110,978$1.47M0.0%-77.6%0.000%
11/13/2023 Consolidated Portfolio Review Corp43,759$579K0.1%+321.7%0.000%
11/13/2023Stifel Financial Corp335,906$4.45M0.0%+5.7%0.000%
11/9/2023City of London Investment Management Co. Ltd.532,800$7.05M0.6%-8.5%0.000%
11/8/2023 Oppenheimer & Co. Inc.78,362$1.04M0.0%-8.6%0.000%
11/3/2023Private Advisor Group LLC22,162$293K0.0%+4.1%0.000%
11/2/2023Shaker Financial Services LLC17,190$230K0.1%-69.6%0.000%
10/30/2023SFI Advisors LLC13,552$179K0.2%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.69,130$915K0.1%+42.1%0.000%
10/26/2023Advisor Partners II LLC190,943$2.53M0.1%N/A0.000%
(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, 60 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. ($6.11M), and Hennion & Walsh Asset Management Inc. ($4.78M).Learn more on WDI's institutional investors.

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

Of the 51 institutional investors that purchased Western Asset Diversified Income Fund 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 2,681,104 shares in the last 24 months. This purchase volume represents approximately $34.39M in transactions.

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

Of the 19 institutional investors that sold Western Asset Diversified Income Fund 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. ($593.32K), Saba Capital Management L.P. ($384.66K), Cohen & Steers Inc. ($149.09K), PFG Investments LLC ($100.66K), Shaker Financial Services LLC ($51.38K), Stifel Financial Corp ($40.78K), and 1607 Capital Partners LLC ($35.70K).

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

Institutional investors have sold a total of 1,459,867 shares in the last 24 months. This volume of shares sold represents approximately $14.14M in transactions.


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This page (NYSE:WDI) was last updated on 5/1/2025 by MarketBeat.com Staff
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