Who owns WESTERN ASSET DIVERSIFIED IN?
- Ticker: WDI
- CUSIP Number: 95790k109
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Analyze quarterly positions in Western Asset Diversified In with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Asset Diversified In stock
Who bought or sold WESTERN ASSET DIVERSIFIED IN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Penserra Capital Management | 1.5M | $20M | 10% | Dec 2025 |
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| Wells Fargo & Company | 915k | $13M | -14% | Dec 2025 |
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| Hennion & Walsh Asset Management | 448k | $6.2M | -2% | Dec 2025 |
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| Advisors Asset Management | 289k | $4.0M | -27% | Dec 2025 |
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| Cohen & Steers Capital Management | 273k | $3.8M | 0% | Dec 2025 |
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| Polar Securities | 262k | $3.9M | 2% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 225k | $3.1M | 100% | Dec 2025 |
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| Royal Bank of Canada | 218k | $3.2M | 6% | Sep 2025 |
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| Stifel Financial | 216k | $3.0M | 8% | Dec 2025 |
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| Readystate Asset Management | 211k | $2.9M | 100% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 195k | $2.7M | 11% | Dec 2025 |
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| Sit Investment Associates | 192k | $2.6M | 100% | Dec 2025 |
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| Jpmorgan Chase & Co | 176k | $2.6M | 100% | Sep 2025 |
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| LPL Financial | 174k | $2.4M | -2% | Dec 2025 |
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| First Trust Advisors | 164k | $2.3M | 8% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 136k | $1.9M | 2% | Dec 2025 |
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| Shaker Financial Services | 133k | $1.9M | 100% | Dec 2025 |
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| Invesco | 123k | $1.7M | -26% | Dec 2025 |
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| Raymond James Financial | 96k | $1.4M | 35% | Sep 2025 |
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| Rockefeller Capital Management | 82k | $1.1M | 0% | Dec 2025 |
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| Oppenheimer & Co | 59k | $820k | 5% | Dec 2025 |
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| Landscape Capital Management | 54k | $744k | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 51k | $699k | 17% | Dec 2025 |
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| Thrivent Financial for Lutherans | 50k | $694k | 57% | Dec 2025 |
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| Jane Street | 50k | $693k | 33% | Dec 2025 |
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| Bramshill Investments | 47k | $652k | 1% | Dec 2025 |
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| Baird Financial | 44k | $604k | 33% | Dec 2025 |
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| Cetera Investment Advisers | 43k | $599k | -1% | Dec 2025 |
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| UBS Group | 42k | $586k | -12% | Dec 2025 |
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| Goss Wealth Management | 36k | $490k | 46% | Dec 2025 |
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| Steward Partners Investment Advisory | 33k | $451k | 0% | Dec 2025 |
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| COFG Advisors | 31k | $432k | 100% | Dec 2025 |
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| Susquehanna International | 30k | $410k | 189% | Dec 2025 |
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| Journey Strategic Wealth | 28k | $387k | -7% | Dec 2025 |
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| Envestnet Asset Management | 25k | $342k | -1% | Dec 2025 |
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| Wedbush Morgan Securities | 23k | $319k | -6% | Dec 2025 |
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| Concurrent Investment Advisors | 22k | $303k | 100% | Dec 2025 |
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| Centurion Wealth Management | 22k | $298k | 0% | Dec 2025 |
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| Sanctuary Advisors | 19k | $262k | 100% | Dec 2025 |
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| Advisor Group Holdings | 18k | $249k | 12% | Dec 2025 |
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| SeaCrest Wealth Management | 16k | $224k | -2% | Dec 2025 |
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| Private Advisor | 15k | $207k | 4% | Dec 2025 |
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| Commonwealth Equity Services | 15k | $204k | -95% | Dec 2025 |
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| XTX Topco | 14k | $194k | 100% | Dec 2025 |
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| Global Retirement Partners | 14k | $191k | 711% | Dec 2025 |
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| Mariner Wealth Advisors | 14k | $186k | -15% | Dec 2025 |
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| Cambridge Investment Research Advisors | 13k | $175k | -69% | Dec 2025 |
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| Wetherby Asset Management | 11k | $168k | 0% | Sep 2025 |
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| Merit Financial Group | 11k | $145k | -5% | Dec 2025 |
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| Branch Banking & Trust Company | 10k | $142k | -15% | Dec 2025 |
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| Lido Advisors | 10k | $150k | 0% | Dec 2025 |
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| Brian McDonald | 10k | $139k | -1% | Dec 2025 |
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| Allie Family Office | 10k | $138k | 0% | Dec 2025 |
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| BlackRock | 7.0k | $103k | -74% | Sep 2025 |
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| Pinnacle Wealth Planning Services | 5.6k | $77k | 100% | Dec 2025 |
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| AdvisorNet Financial | 5.5k | $76k | 8% | Dec 2025 |
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| Signature | 4.9k | $67k | 4% | Dec 2025 |
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| Anfield Capital Management | 3.9k | $54k | 0% | Dec 2025 |
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| CWM | 2.5k | $34k | 2% | Dec 2025 |
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| WPG Advisers | 2.4k | $33k | -8% | Dec 2025 |
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| Atlantic Trust | 1.8k | $25k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.5k | $21k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 1.4k | $20k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 1.0k | $14k | 0% | Dec 2025 |
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| Harbour Investments | 690.00 | $9.5k | 0% | Dec 2025 |
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| SageView Advisory Group | 400.00 | $5.5k | 100% | Dec 2025 |
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| Highline Wealth Partners | 185.00 | $2.6k | 0% | Dec 2025 |
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| Assetmark | 185.00 | $2.6k | 0% | Dec 2025 |
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Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Consolidated Portfolio Review Corp | Sep 2025 | 144k | $2.1M |
| Hrt Financial | Sep 2025 | 13k | $192k |
| Advisory Services Network | Sep 2025 | 6.6k | $97k |
| Newbridge Financial Services Group | Sep 2025 | 2.5k | $37k |
| FNY Investment Advisers | Sep 2025 | 1.0k | $14k |
| Principal Securities | Jun 2025 | 400.00 | $5.9k |