WDIWESTERN ASSET DIVERSIFIED IN
CUSIP 95790K109 · Yahoo Finance ↗ · Google Finance ↗
Western Asset Diversified In (WDI) has 66 institutional holders in Filings Flow’s 13F database, together reporting 11.78M shares worth $132M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Raymond James Financial Inc.
Institutional Holders
66
Q1 2026
Reported Value
$132M
Ticker
WDI
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 0.71% | $2M | 151.5K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.34% | $2M | 135.9K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.27% | $2M | 143.6K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.18% | $6M | 476.0K | Q2 2026 |
| COFG Advisors, LLC$404M AUM | 0.07% | $292,295 | 21.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.07% | $293,321 | 21.6K | Q2 2026 |
| Allie Family Office LLC$228M AUM | 0.06% | $134,400 | 10.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $630,175 | 46.9K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $743,572 | 53.8K | Q4 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.04% | $4M | 262.1K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.04% | $2M | 180.1K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $615,821 | 45.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $507,620 | 37.8K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.03% | $34,178 | 2.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 219.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $197,067 | 14.5K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 239.9K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $52,497 | 3.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.01% | $149,903 | 10.7K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $23,052 | 1.7K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $801,320 | 59.6K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.01% | $159,331 | 11.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $698,732 | 50.6K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $322,560 | 24.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $167,694 | 11.4K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $57,684 | 4.3K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.01% | $7,217 | 537 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $36,834 | 2.5K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $194,058 | 14.1K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.00% | $144,156 | 10.6K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $60M | 4.35M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $191,412 | 13.9K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $306,123 | 22.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $60,708 | 4.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 249.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $102,513 | 7.6K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 686.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13M | 964.1K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $439,085 | 32.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $362,880 | 27.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 82.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $499,437 | 37.2K | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 181.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 88.8K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $144,453 | 10.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $67,074 | 4.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $207,926 | 15.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $615,350 | 45.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 245.7K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,471 | 100 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $703,983 | 52.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,849 | 212 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 243.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $139,297 | 10.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 427.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $134,400 | 10.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $235,414 | 17.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $21,504 | 1.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $195,520 | 14.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,715 | 1.5K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 107.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $188,938 | 14.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $110,757 | 8.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,524 | 400 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $138,304 | 10.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 181.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,274 | 690 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $26,880 | 2.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,951 | 1.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $392,386 | 29.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $692,876 | 50.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $506,392 | 37.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $24,669 | 1.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $410,240 | 29.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $265,158 | 19.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $24,858 | 1.8K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,486 | 185 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $195,451 | 14.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.