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Western Asset Diversified Income Fund (WDI) Institutional Ownership

Western Asset Diversified Income Fund logo
$13.25 +0.06 (+0.45%)
As of 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)
44
Total
Institutional Inflows
(last 12 months)
$23.34M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$16.07M
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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
7/9/2026 Focus Financial Network Inc.10,631$144K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.475,973$6.45M0.2%+0.4%0.000%
6/3/2026NewEdge Advisors LLC37,160$499K0.0%+4.7%0.000%
5/19/2026NewEdge Advisors LLC37,160$499K0.0%+4.7%0.000%
5/19/2026Bank of America Corp DE427,372$5.74M0.0%-0.7%0.000%
5/18/2026Readystate Asset Management LP45,820$616K0.0%-78.2%0.000%
5/18/2026Royal Bank of Canada243,125$3.27M0.0%+9.0%0.000%
5/15/2026Punch & Associates Investment Management Inc.11,855$159K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers52,380$704K0.0%+20.8%0.000%
5/13/2026First Trust Advisors LP181,772$2.44M0.0%+11.0%0.000%
5/5/2026Sanctuary Advisors LLC27,000$363K0.0%+42.1%0.000%
5/1/2026 Fifth Third Bancorp8,241$111K0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC10,715$150K0.0%N/A0.000%
4/17/2026 AdvisorNet Financial Inc4,517$61K0.0%-18.3%0.000%
2/25/2026Sit Investment Associates Inc.191,637$2.65M0.1%N/A0.000%
2/19/2026Invesco Ltd.122,917$1.70M0.0%-26.4%0.000%
2/18/2026NewEdge Advisors LLC35,505$490K0.0%+45.8%0.000%
2/18/2026XTX Topco Ltd14,052$194K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP210,479$2.91M0.1%N/A0.000%
2/18/2026Evolve Private Wealth LLC38,137$532K0.0%N/A0.000%
2/18/2026Balyasny Asset Management L.P.88,811$1.23M0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC194,802$2.69M0.0%+10.6%0.000%
2/17/2026Osaic Holdings Inc.18,016$249K0.0%+12.5%0.000%
2/17/2026&PARTNERS224,817$3.11M0.0%N/A0.000%
2/17/2026Royal Bank of Canada222,980$3.08M0.0%+2.4%0.000%
2/16/2026Mariner LLC13,463$186K0.0%-15.3%0.000%
2/16/2026Landscape Capital Management L.L.C.53,843$744K0.0%N/A0.000%
2/13/2026Stifel Financial Corp215,582$2.98M0.0%+8.3%0.000%
2/13/2026Morgan Stanley4,350,906$60.09M0.0%-7.1%0.000%
2/13/2026First Trust Advisors LP163,755$2.26M0.0%+7.9%0.000%
2/13/2026Integrated Wealth Concepts LLC50,596$699K0.0%+16.5%0.000%
2/13/2026Wells Fargo & Company MN914,476$12.63M0.0%-14.4%0.000%
2/12/2026Advisors Asset Management Inc.289,051$3.99M0.1%-27.4%0.000%
2/12/2026Jane Street Group LLC50,172$693K0.0%+33.4%0.000%
2/12/2026 Commonwealth Equity Services LLC14,778$204K0.0%-94.6%0.000%
2/12/2026 Wedbush Securities Inc.23,109$319K0.0%-6.3%0.000%
2/11/2026 LPL Financial LLC173,591$2.40M0.0%-2.1%0.000%
2/11/2026 Closed End Fund Advisors Inc.27,348$378K0.2%N/A0.000%
2/10/2026COFG Advisors LLC31,264$432K0.1%N/A0.000%
2/6/2026 Global Retirement Partners LLC13,860$191K0.0%+710.5%0.000%
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2/6/2026 Prevail Innovative Wealth Advisors LLC135,929$1.88M0.3%+1.7%0.000%
2/2/2026 Truist Financial Corp10,268$142K0.0%-14.9%0.000%
2/2/2026 Oppenheimer & Co. Inc.59,395$820K0.0%+4.8%0.000%
1/29/2026Sanctuary Advisors LLC19,000$262K0.0%N/A0.000%
1/29/2026 Concurrent Investment Advisors LLC21,905$303K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC133,212$1.86M0.6%N/A0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.447,851$6.19M0.2%-2.4%0.000%
1/1/2026JPMorgan Chase & Co.175,709$2.59M0.0%+22.2%0.000%
12/1/2025Polar Asset Management Partners Inc.262,130$3.86M0.0%+2.0%0.000%
11/18/2025Advisory Services Network LLC6,600$97K0.0%N/A0.000%
11/17/2025NewEdge Advisors LLC24,358$358K0.0%N/A0.000%
11/17/2025Susquehanna International Group LLP10,295$151K0.0%N/A0.000%
11/17/2025 Lido Advisors LLC10,125$150K0.0%-28.0%0.000%
11/17/2025Integrated Wealth Concepts LLC43,422$639K0.0%+9.5%0.000%
11/17/2025Bank of America Corp DE433,868$6.38M0.0%-1.0%0.000%
11/14/2025Polar Asset Management Partners Inc.262,130$3.86M0.0%+2.0%0.000%
11/14/2025Raymond James Financial Inc.95,604$1.41M0.0%+35.2%0.000%
11/14/2025Newbridge Financial Services Group Inc.2,504$37K0.0%-47.2%0.000%
11/13/2025 SeaCrest Wealth Management LLC16,593$248K0.0%+7.6%0.000%
11/13/2025UBS Group AG48,228$709K0.0%-35.6%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC133,668$1.97M0.4%+21.9%0.000%
11/13/2025First Trust Advisors LP151,745$2.23M0.0%+18.2%0.000%
11/12/2025 Consolidated Portfolio Review Corp143,619$2.11M0.3%+3.6%0.000%
11/12/2025Journey Strategic Wealth LLC30,000$441K0.0%+36.4%0.000%
11/7/2025JPMorgan Chase & Co.175,709$2.59M0.0%+22.2%0.000%
11/6/2025Advisors Asset Management Inc.398,104$5.86M0.1%-1.7%0.000%
11/5/2025 Envestnet Asset Management Inc.25,024$368K0.0%+6.6%0.000%
11/4/2025Penserra Capital Management LLC1,332,621$19.60M0.2%+6.4%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.458,916$6.75M0.2%+5.2%0.000%
10/9/2025 AdvisorNet 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%
8/18/2025 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%
8/15/2025Bank 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%
8/6/2025 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%
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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%
5/19/2025Jane 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%


WDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Western Asset Diversified Income Fund. The most heavily invested institutionals were Morgan Stanley ($60.09M), Penserra Capital Management LLC ($19.60M), Wells Fargo & Company MN ($12.63M), Hennion & Walsh Asset Management Inc. ($6.45M), Bank of America Corp DE ($5.74M), Advisors Asset Management Inc. ($3.99M), and Cohen & Steers Inc. ($3.89M).Learn more on Western Asset Diversified Income Fund's institutional investors.

Of the 64 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: Penserra Capital Management LLC ($306.67K), Readystate Asset Management LP ($254.23K), Sit Investment Associates Inc. ($226.12K), &PARTNERS ($224.82K), Shaker Financial Services LLC ($188.91K), Raymond James Financial Inc. ($187.68K), and Hennion & Walsh Asset Management Inc. ($162.82K).

Institutional investors have bought a total of 1,665,425 shares in the last 24 months. This purchase volume represents approximately $23.34M in transactions.

Of the 18 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: Morgan Stanley ($331.47K), Commonwealth Equity Services LLC ($256.61K), Readystate Asset Management LP ($164.66K), Wells Fargo & Company MN ($154.17K), Advisors Asset Management Inc. ($115.93K), Invesco Ltd. ($58.15K), and UBS Group AG ($26.65K).

Institutional investors have sold a total of 1,162,806 shares in the last 24 months. This volume of shares sold represents approximately $16.07M in transactions.


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Institutional ownership data for NYSE:WDI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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