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Western Asset Diversified In shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Western Asset Diversified In

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Quarterly reported holdings in Western Asset Diversified In by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 400 13.81

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Western Asset Diversified In

Penserra Capital Management
Wells Fargo & Company
Hennion & Walsh Asset Management
Advisors Asset Management
Cohen & Steers Capital Management
Polar Securities
Wiley Bros.-aintree Capital
Royal Bank of Canada
Stifel Financial
Readystate Asset Management
Guggenheim Capital, LLC Managers
Sit Investment Associates
Jpmorgan Chase & Co
LPL Financial
First Trust Advisors

View all funds holding Western Asset Diversified In