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Western Asset Diversified In shares owned by Sovran Advisors

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Sovran Advisors from 13F filings

Historical chart of Sovran Advisors investment in Western Asset Diversified In

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Western Asset Diversified In by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $150k 11k 13.99

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Sovran Advisors

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