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 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 $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's WDI Position: Q1 2026 in Review

Advisornet Financial reduced its Western Asset Diversified Income Fund (WDI) stake by 18% in Q1 2026, selling an estimated $13.9K and leaving 4,517 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Advisornet Financial first reported a position in WDI in Q1 2025 and has held it in 5 quarters since. The position peaked at $76.4K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Advisornet Financial held 4,517 shares of Western Asset Diversified Income Fund worth $60.7K as of Q1 2026.
Advisornet Financial sold 1,013 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $13.9K.
Western Asset Diversified Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #986 holding.
Advisornet Financial first reported a position in Western Asset Diversified Income Fund in Q1 2025 and has held it in 5 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 Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.