WDI

Western Asset Diversified Income Fund
$13.38-0.04 (-0.30%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.644320146851615e+258B

Total Value

$3.6000200002000067e+161T

% of Float

Price History

$12.85$13.57$14.29$15.01$15.73Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,644,320$36.0M0.00%Share
2Penserra Capital Management LLC1,468,516$20.0M0.24%Share
3MORGAN STANLEY1,481,038$20.0M0.00%Share
4Hennion & Walsh Asset Management, Inc.447,851$6.2M0.21%Share
5WELLS FARGO & COMPANY/MN497,210$6.0M0.00%Share
6WELLS FARGO & COMPANY/MN417,266$5.0M0.00%Share
7BANK OF AMERICA CORP /DE/358,529$4.0M0.00%Share
8RAYMOND JAMES FINANCIAL INC306,981$4.0M0.00%Share
9COHEN & STEERS, INC.272,993$3.8M0.01%Share
10&PARTNERS224,817$3.0M0.02%Share
11ROYAL BANK OF CANADA222,980$3.0M0.00%Share
12Advisors Asset Management, Inc.289,051$3.0M0.05%Share
13RAYMOND JAMES FINANCIAL INC224,308$3.0M0.00%Share
14READYSTATE ASSET MANAGEMENT LP210,479$2.9M0.12%Share
15SIT INVESTMENT ASSOCIATES INC191,637$2.0M0.04%Share
16MORGAN STANLEY195,720$2.0M0.00%Share
17STIFEL FINANCIAL CORP215,582$2.0M0.00%Share
18GUGGENHEIM CAPITAL LLC194,802$2.0M0.01%Share
19JPMORGAN CHASE & CO176,359$2.0M0.00%Share
20FIRST TRUST ADVISORS LP163,755$2.0M0.00%Share
21LPL Financial LLC173,591$2.0M0.00%Share
22PREVAIL INNOVATIVE WEALTH ADVISORS, LLC135,929$1.9M0.34%Share
23Shaker Financial Services, LLC133,212$1.9M0.59%Share
24Invesco Ltd.88,452$1.2M0.00%Share
25BALYASNY ASSET MANAGEMENT L.P.88,811$1.0M0.00%Share
26Rockefeller Capital Management L.P.82,102$1.0M0.00%Share
27OPPENHEIMER & CO INC59,395$820K0.01%Share
28Bramshill Investments, LLC47,185$651K0.04%Share
29UBS Group AG42,416$585K0.00%Share
30Invesco Ltd.34,465$475K0.00%Share
31COFG Advisors, LLC31,264$431K0.11%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.27,932$385K0.03%Share
33Closed-End Fund Advisors, Inc.27,348$377K0.22%Share
34Concurrent Investment Advisors, LLC21,905$302K0.00%Share
35Centurion Wealth Management LLC21,549$297K0.07%Share
36Sanctuary Advisors, LLC19,000$262K0.00%Share
37SeaCrest Wealth Management, LLC16,283$223K0.02%Share
38LANDSCAPE CAPITAL MANAGEMENT, L.L.C.15,681$216K0.01%Share
39Merit Financial Group, LLC10,507$145K0.00%Share
40LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,230$141K0.01%Share
41TRUIST FINANCIAL CORP10,268$141K0.00%Share
42Allie Family Office LLC10,000$138K0.06%Share
43COMERICA BANK5,579$77K0.00%Share
44AdvisorNet Financial, Inc5,530$76K0.00%Share
45SIGNATUREFD, LLC4,857$67K0.00%Share
46COMERICA BANK4,508$62K0.00%Share
47Anfield Capital Management, LLC3,906$53K0.02%Share
48CWM, LLC2,477$34K0.00%Share
49WPG Advisers, LLC2,422$33K0.02%Share
50Farther Finance Advisors, LLC1,500$20K0.00%Share