Advisornet Financial’s Western Asset Diversified Income Fund WDI Stock Holding History

Advisornet Financial’s Portfolio WDI Stock Details WDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.3K	Hold	4,517	–	–	﹤0.01%	1050
2026 Q1	$60.7K	Sell	4,517 -1,013	-18%	-$13.9K	﹤0.01%	986
2025 Q4	$76.4K	Buy	5,530 +401	+8%	+$5.76K	﹤0.01%	912
2025 Q3	$75.4K	Buy	5,129 +1,737	+51%	+$26K	﹤0.01%	889
2025 Q2	$50.3K	Buy	3,392 +1,541	+83%	+$22K	﹤0.01%	991
2025 Q1	$26.7K	Buy	+1,851	New	+$27.4K	﹤0.01%	1109

Other funds holding WDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisornet Financial's WDI Position: Q2 2026 in Review

Advisornet Financial held its Western Asset Diversified Income Fund (WDI) position steady in Q2 2026 at 4,517 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Advisornet Financial first reported a position in WDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $76.4K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Advisornet Financial held 4,517 shares of Western Asset Diversified Income Fund worth $61.3K as of Q2 2026.
Advisornet Financial left its Western Asset Diversified Income Fund share count unchanged in Q2 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1050 holding.
Advisornet Financial first reported a position in Western Asset Diversified Income Fund in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's Western Asset Diversified Income Fund position peaked at $76.4K in Q4 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.