Who owns WESTERN ASSET DIVERSIFIED IN?
- Ticker: WDI
- CUSIP Number: 95790k109
Tip: Access positions for across all investors
Analyze quarterly positions in Western Asset Diversified In with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4.4M | $59M | 1% | Mar 2026 |
|
| Penserra Capital Management | 1.4M | $19M | -4% | Mar 2026 |
|
| Wells Fargo & Company | 964k | $13M | 5% | Mar 2026 |
|
| Raymond James Financial | 531k | $7.3M | 456% | Dec 2025 |
|
| Hennion & Walsh Asset Management | 474k | $6.4M | 6% | Mar 2026 |
|
| Bank of America Corporation | 427k | $5.7M | 100% | Mar 2026 |
|
| Cohen & Steers Capital Management | 273k | $3.8M | 0% | Dec 2025 |
|
| Stifel Financial | 250k | $3.4M | 16% | Mar 2026 |
|
| LPL Financial | 246k | $3.3M | 42% | Mar 2026 |
|
| Royal Bank of Canada | 243k | $3.3M | 12% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 225k | $3.1M | 100% | Dec 2025 |
|
| Guggenheim Capital, LLC Managers | 220k | $2.9M | 13% | Mar 2026 |
|
| Sit Investment Associates | 215k | $2.9M | 12% | Mar 2026 |
|
| First Trust Advisors | 182k | $2.4M | 11% | Mar 2026 |
|
| Advisors Asset Management | 180k | $2.4M | -38% | Mar 2026 |
|
| Shaker Financial Services | 152k | $2.0M | 14% | Mar 2026 |
|
| Invesco | 108k | $1.4M | -12% | Mar 2026 |
|
| Rockefeller Capital Management | 82k | $1.1M | 0% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 73k | $985k | 46% | Mar 2026 |
|
| Oppenheimer & Co | 60k | $801k | 0% | Mar 2026 |
|
| Cetera Investment Advisers | 52k | $704k | 21% | Mar 2026 |
|
| Bramshill Investments | 47k | $630k | -1% | Mar 2026 |
|
| Readystate Asset Management | 46k | $616k | -78% | Mar 2026 |
|
| Baird Financial | 44k | $604k | 33% | Dec 2025 |
|
| Evolve Private Wealth | 38k | $508k | 100% | Mar 2026 |
|
| UBS Group | 38k | $506k | -11% | Mar 2026 |
|
| Goss Wealth Management | 37k | $37k | 5% | Mar 2026 |
|
| Steward Partners Investment Advisory | 33k | $439k | 0% | Mar 2026 |
|
| Susquehanna International | 30k | $410k | 189% | Dec 2025 |
|
| Envestnet Asset Management | 29k | $392k | 18% | Mar 2026 |
|
| Sanctuary Advisors | 27k | $363k | 42% | Mar 2026 |
|
| Closed-End Fund Advisors | 25k | $329k | 100% | Mar 2026 |
|
| Journey Strategic Wealth | 24k | $323k | -14% | Mar 2026 |
|
| Concurrent Investment Advisors | 23k | $306k | 4% | Mar 2026 |
|
| Wedbush Morgan Securities | 23k | $304k | -2% | Mar 2026 |
|
| COFG Advisors | 22k | $292k | -30% | Mar 2026 |
|
| Centurion Wealth Management | 22k | $290k | 0% | Mar 2026 |
|
| Citadel Advisors | 20k | $265k | 100% | Mar 2026 |
|
| Advisor Group Holdings | 18k | $249k | 12% | Dec 2025 |
|
| SeaCrest Wealth Management | 16k | $210k | -4% | Mar 2026 |
|
| Private Advisor | 16k | $208k | 3% | Mar 2026 |
|
| Commonwealth Equity Services | 15k | $196k | -2% | Mar 2026 |
|
| BlackRock | 15k | $196k | 1% | Mar 2026 |
|
| Mariner Wealth Advisors | 14k | $189k | 6% | Mar 2026 |
|
| XTX Topco | 14k | $194k | 100% | Dec 2025 |
|
| Global Retirement Partners | 14k | $191k | 711% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 13k | $179k | 5% | Mar 2026 |
|
| Merit Financial Group | 11k | $145k | 2% | Mar 2026 |
|
| Sovran Advisors | 11k | $150k | 100% | Mar 2026 |
|
| Branch Banking & Trust Company | 10k | $138k | 0% | Mar 2026 |
|
| Brian McDonald | 10k | $139k | -1% | Dec 2025 |
|
| Lido Advisors | 10k | $134k | -1% | Mar 2026 |
|
| Allie Family Office | 10k | $134k | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 8.2k | $111k | 100% | Mar 2026 |
|
| CoreCap Advisors | 8.0k | $108k | 100% | Mar 2026 |
|
| AdvisorNet Financial | 4.5k | $61k | -18% | Mar 2026 |
|
| Pinnacle Wealth Planning Services | 4.3k | $58k | -23% | Mar 2026 |
|
| Anfield Capital Management | 3.9k | $53k | 0% | Mar 2026 |
|
| WPG Advisers | 2.5k | $34k | 5% | Mar 2026 |
|
| CWM | 2.5k | $34k | 2% | Dec 2025 |
|
| Atlantic Trust | 1.8k | $25k | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 1.4k | $19k | 0% | Mar 2026 |
|
| Noble Wealth Management PBC | 1.0k | $13k | 100% | Mar 2026 |
|
| Hanson McClain Advisors | 1.0k | $14k | 0% | Dec 2025 |
|
| Harbour Investments | 690.00 | $9.3k | 0% | Mar 2026 |
|
| SageView Advisory Group | 400.00 | $5.5k | 100% | Dec 2025 |
|
| Highline Wealth Partners | 212.00 | $2.8k | 15% | Mar 2026 |
|
| Assetmark | 185.00 | $2.5k | 0% | Mar 2026 |
|
Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 176k | $2.6M |
| Prevail Innovative Wealth Advisors | Dec 2025 | 136k | $1.9M |
| Balyasny Asset Management | Dec 2025 | 89k | $1.2M |
| Landscape Capital Management | Dec 2025 | 54k | $744k |
| Integrated Wealth Concepts | Dec 2025 | 51k | $699k |
| Jane Street | Dec 2025 | 50k | $693k |
| Advisory Services Network | Sep 2025 | 6.6k | $97k |
| Signature | Dec 2025 | 4.9k | $67k |
| Farther Finance Advisors | Dec 2025 | 1.5k | $21k |