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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4.4M | $59M | 1% | Mar 2026 |
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| Penserra Capital Management | 1.4M | $19M | -4% | Mar 2026 |
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| Wells Fargo & Company | 964k | $13M | 5% | Mar 2026 |
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| Raymond James Financial | 687k | $9.2M | 29% | Mar 2026 |
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| Hennion & Walsh Asset Management | 476k | $6.5M | 0% | Jun 2026 |
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| Bank of America Corporation | 427k | $5.7M | 100% | Mar 2026 |
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| Cohen & Steers Capital Management | 273k | $3.7M | 0% | Mar 2026 |
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| Stifel Financial | 250k | $3.4M | 16% | Mar 2026 |
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| LPL Financial | 246k | $3.3M | 42% | Mar 2026 |
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| Royal Bank of Canada | 243k | $3.3M | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 240k | $3.2M | 7% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 220k | $2.9M | 13% | Mar 2026 |
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| Sit Investment Associates | 215k | $2.9M | 12% | Mar 2026 |
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| First Trust Advisors | 182k | $2.4M | 11% | Mar 2026 |
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| Advisors Asset Management | 180k | $2.4M | -38% | Mar 2026 |
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| Invesco | 108k | $1.4M | -12% | Mar 2026 |
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| Rockefeller Capital Management | 82k | $1.1M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 73k | $985k | 46% | Mar 2026 |
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| Oppenheimer & Co | 60k | $801k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 52k | $704k | 21% | Mar 2026 |
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| Bramshill Investments | 47k | $630k | -1% | Mar 2026 |
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| Readystate Asset Management | 46k | $616k | -78% | Mar 2026 |
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| Baird Financial | 46k | $615k | 5% | Mar 2026 |
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| Evolve Private Wealth | 38k | $508k | 100% | Mar 2026 |
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| UBS Group | 38k | $506k | -11% | Mar 2026 |
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| Goss Wealth Management | 37k | $499k | 5% | Mar 2026 |
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| Steward Partners Investment Advisory | 33k | $439k | 0% | Mar 2026 |
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| Envestnet Asset Management | 29k | $392k | 18% | Mar 2026 |
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| Sanctuary Advisors | 27k | $363k | 42% | Mar 2026 |
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| Closed-End Fund Advisors | 25k | $329k | 100% | Mar 2026 |
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| Journey Strategic Wealth | 24k | $323k | -14% | Mar 2026 |
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| Concurrent Investment Advisors | 23k | $306k | 4% | Mar 2026 |
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| COFG Advisors | 22k | $292k | -30% | Mar 2026 |
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| Centurion Wealth Management | 22k | $293k | 0% | Jun 2026 |
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| Citadel Advisors | 20k | $265k | 100% | Mar 2026 |
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| Shaker Financial Services | 20k | $266k | -87% | Jun 2026 |
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| Commonwealth Equity Services | 19k | $261k | 32% | Jun 2026 |
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| Advisor Group Holdings | 18k | $235k | -3% | Mar 2026 |
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| Private Advisor | 16k | $208k | 3% | Mar 2026 |
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| Wedbush Morgan Securities | 15k | $198k | -35% | Jun 2026 |
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| BlackRock | 15k | $196k | 1% | Mar 2026 |
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| SeaCrest Wealth Management | 15k | $197k | -7% | Jun 2026 |
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| Mariner Wealth Advisors | 14k | $189k | 6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $170k | -6% | Jun 2026 |
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| Sovran Advisors | 12k | $155k | 11% | Jun 2026 |
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| Punch & Associates Investment Management | 12k | $159k | 100% | Mar 2026 |
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| Merit Financial Group | 11k | $153k | 5% | Jun 2026 |
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| Focus Financial Network | 11k | $144k | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 10k | $140k | 0% | Jun 2026 |
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| Lido Advisors | 10k | $134k | -1% | Mar 2026 |
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| Allie Family Office | 10k | $134k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 8.2k | $111k | 100% | Mar 2026 |
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| CoreCap Advisors | 7.6k | $103k | -6% | Jun 2026 |
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| AdvisorNet Financial | 4.5k | $61k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 4.3k | $58k | -23% | Mar 2026 |
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| Anfield Capital Management | 3.9k | $53k | 0% | Mar 2026 |
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| WPG Advisers | 2.5k | $34k | 5% | Mar 2026 |
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| Hanson McClain Advisors | 2.0k | $27k | 100% | Mar 2026 |
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| CWM | 1.8k | $25k | -26% | Mar 2026 |
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| Noble Wealth Management PBC | 1.7k | $23k | 70% | Jun 2026 |
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| Advisory Services Network | 1.6k | $22k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 1.4k | $19k | 0% | Mar 2026 |
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| Harbour Investments | 690.00 | $9.3k | 0% | Mar 2026 |
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| Institute For Wealth Management | 661.00 | $9.0k | 100% | Jun 2026 |
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| Osbon Capital Management | 537.00 | $7.2k | 100% | Mar 2026 |
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| Highline Wealth Partners | 212.00 | $2.8k | 15% | Mar 2026 |
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| Assetmark | 185.00 | $2.5k | 0% | Jun 2026 |
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| Decker Retirement Planning | 100.00 | $1.4k | 100% | Jun 2026 |
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Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 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 |
| Susquehanna International | Dec 2025 | 30k | $410k |
| XTX Topco | Dec 2025 | 14k | $194k |