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Western Asset Diversified In shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Western Asset Diversified In

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All positions including Western Asset Diversified In held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Diversified In by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $508k 38k 13.44

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Bank of America Corporation
Cohen & Steers Capital Management
Stifel Financial
LPL Financial
Royal Bank of Canada
Wiley Bros.-aintree Capital
Guggenheim Capital, LLC Managers
Sit Investment Associates
First Trust Advisors
Advisors Asset Management

View all funds holding Western Asset Diversified In