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 | 4% | Jun 2026 |
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| Wells Fargo & Company | 945k | $13M | -2% | Jun 2026 |
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| Raymond James Financial | 743k | $10M | 8% | Jun 2026 |
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| Hennion & Walsh Asset Management | 450k | $5.3M | -5% | Sep 2026 |
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| Bank of America Corporation | 441k | $6.0M | 3% | Jun 2026 |
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| Cohen & Steers Capital Management | 273k | $3.7M | 0% | Jun 2026 |
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| Stifel Financial | 262k | $3.5M | 5% | Jun 2026 |
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| Royal Bank of Canada | 245k | $3.3M | 1% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 237k | $3.2M | 8% | Jun 2026 |
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| LPL Financial | 232k | $3.1M | -6% | Jun 2026 |
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| First Trust Advisors | 194k | $2.6M | 6% | Jun 2026 |
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| Jpmorgan Chase & Co | 188k | $2.6M | 100% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 185k | $2.5M | -23% | Jun 2026 |
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| Deschutes Portfolio Strategy | 155k | $1.8M | 100% | Sep 2026 |
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| Shaker Financial Services | 124k | $1.5M | 531% | Sep 2026 |
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| Rockefeller Capital Management | 82k | $1.1M | 0% | Jun 2026 |
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| Thrivent Financial for Lutherans | 81k | $1.1M | 11% | Jun 2026 |
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| Oppenheimer & Co | 78k | $924k | 19% | Sep 2026 |
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| Advisors Asset Management | 75k | $1.0M | -58% | Jun 2026 |
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| Invesco | 71k | $962k | -34% | Jun 2026 |
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| Goss Wealth Management | 64k | $873k | 73% | Jun 2026 |
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| Cetera Investment Advisers | 61k | $824k | 16% | Jun 2026 |
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| Zrc Wealth Management | 56k | $666k | 100% | Sep 2026 |
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| Bramshill Investments | 47k | $643k | 1% | Jun 2026 |
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| Baird Financial | 47k | $642k | 3% | Jun 2026 |
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| UBS Group | 38k | $511k | 0% | Jun 2026 |
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| Evolve Private Wealth | 34k | $462k | -10% | Jun 2026 |
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| Steward Partners Investment Advisory | 33k | $452k | 2% | Jun 2026 |
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| Envestnet Asset Management | 31k | $414k | 5% | Jun 2026 |
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| HighTower Advisors | 29k | $393k | 100% | Jun 2026 |
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| Jane Street | 28k | $385k | 100% | Jun 2026 |
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| Closed-End Fund Advisors | 25k | $343k | 3% | Jun 2026 |
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| Sanctuary Advisors | 24k | $325k | -11% | Jun 2026 |
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| COFG Advisors | 23k | $305k | 3% | Jun 2026 |
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| XTX Topco | 22k | $303k | 100% | Jun 2026 |
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| Centurion Wealth Management | 22k | $256k | 0% | Sep 2026 |
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| Concurrent Investment Advisors | 22k | $255k | -12% | Sep 2026 |
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| Advisor Group Holdings | 20k | $272k | 14% | Jun 2026 |
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| Commonwealth Equity Services | 19k | $261k | 32% | Jun 2026 |
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| Private Advisor | 16k | $217k | 3% | Jun 2026 |
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| Global Retirement Partners | 15k | $204k | 100% | Jun 2026 |
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| SeaCrest Wealth Management | 15k | $174k | 1% | Sep 2026 |
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| BlackRock | 14k | $196k | -1% | Jun 2026 |
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| Mariner Wealth Advisors | 13k | $182k | -7% | Jun 2026 |
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| Focus Financial Network | 13k | $155k | 24% | Sep 2026 |
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| Wedbush Morgan Securities | 13k | $153k | -11% | Sep 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 | $161k | 0% | Jun 2026 |
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| Merit Financial Group | 11k | $153k | 5% | Jun 2026 |
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| Branch Banking & Trust Company | 10k | $122k | 0% | Sep 2026 |
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| Allie Family Office | 10k | $136k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 8.4k | $113k | 1% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 4.8k | $56k | 11% | Sep 2026 |
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| Hanson McClain Advisors | 4.5k | $61k | 125% | Jun 2026 |
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| Clear Street Group | 4.4k | $60k | 100% | Jun 2026 |
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| Root Financial Partners | 3.2k | $38k | 100% | Sep 2026 |
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| WPG Advisers | 2.8k | $33k | 10% | Sep 2026 |
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| Noble Wealth Management PBC | 1.8k | $21k | 6% | Sep 2026 |
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| Harbour Investments | 690.00 | $9.4k | 0% | Jun 2026 |
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| Institute For Wealth Management | 661.00 | $9.0k | 100% | Jun 2026 |
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| Compass Financial Management | 600.00 | $7.1k | 100% | Sep 2026 |
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| Osbon Capital Management | 571.00 | $7.7k | 6% | Jun 2026 |
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| BFC Planning | 500.00 | $6.8k | 100% | Jun 2026 |
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| Highline Wealth Partners | 212.00 | $2.5k | 0% | Sep 2026 |
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| Bessemer | 87.00 | $1.0k | 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 |
|---|---|---|---|
| Sit Investment Associates | Mar 2026 | 215k | $2.9M |
| Readystate Asset Management | Mar 2026 | 46k | $616k |
| Citadel Advisors | Mar 2026 | 20k | $265k |
| Lido Advisors | Mar 2026 | 10k | $134k |
| CoreCap Advisors | Jun 2026 | 7.6k | $103k |
| AdvisorNet Financial | Jun 2026 | 4.5k | $61k |
| Advisory Services Network | Mar 2026 | 1.6k | $22k |
| MAI Wealth Advisors | Mar 2026 | 1.4k | $19k |
| Assetmark | Jun 2026 | 185.00 | $2.5k |
| Decker Retirement Planning | Jun 2026 | 100.00 | $1.4k |