Who Owns WDI?
Western Asset Diversified Income Fund — Institutional Ownership & 13F Holdings
$13.93
+0.09 (+0.65%)
Market Cap
$725.1M
Shares Outstanding
51,912,116
Institutional Holders
68
Total Inst. Value
$176.6M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
16
Closed Positions
8
Increased
26
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $75.4M | 5,220,376 |
| 2 | Penserra Capital Management LLC | $17.6M | 1,215,894 |
| 3 | WELLS FARGO & COMPANY/MN | $14.8M | 1,024,608 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $14.4M | 1,000 |
| 5 | BANK OF AMERICA CORP /DE/ | $6.2M | 426,223 |
| 6 | Advisors Asset Management, Inc. | $5.9M | 406,952 |
| 7 | Hennion & Walsh Asset Management, Inc. | $4.8M | 331,067 |
| 8 | COHEN & STEERS, INC. | $3.9M | 272,993 |
| 9 | STIFEL FINANCIAL CORP | $3.2M | 221,050 |
| 10 | Invesco Ltd. | $3.2M | 219,748 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Penserra Capital Management LLC | +39K | $17.6M |
| WELLS FARGO & COMPANY/MN | +64K | $14.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +1K | $14.4M |
| Hennion & Walsh Asset Management, Inc. | +65K | $4.8M |
| STIFEL FINANCIAL CORP | +2K | $3.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -189K | $6.2M |
| Polar Asset Management Partners Inc. | -52K | $219K |
| MORGAN STANLEY | -41K | $75.4M |
| Shaker Financial Services, LLC | -40K | $626K |
| UBS Group AG | -29K | $750K |
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Frequently Asked Questions
How many institutional investors hold WDI?
As of Q1 2025, 68 institutional investors report holding WDI (Western Asset Diversified Income Fund) in their 13F filings.
Which hedge fund owns the most WDI?
The largest institutional holder of WDI is MORGAN STANLEY with $75.4M in shares.
Are institutions buying or selling WDI?
This quarter, 16 institutions opened new positions in WDI and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.