Merit Financial Group »

Western Asset Diversified In shares owned by Merit Financial Group

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Western Asset Diversified In

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Diversified In held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asset Diversified In by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $163k 11k 14.71
2025-06-30 $172k 12k 14.84

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Wells Fargo & Company
Hennion & Walsh Asset Management
Advisors Asset Management
Cohen & Steers Capital Management
Commonwealth Equity Services
Polar Securities
Royal Bank of Canada
Stifel Financial
LPL Financial
Guggenheim Capital, LLC Managers
Jpmorgan Chase & Co
Invesco
First Trust Advisors

View all funds holding Western Asset Diversified In