Anfield Capital Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Anfield Capital Management’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	$52.5K	Hold	3,906	–	–	0.01%	250
2025 Q4	$53.9K	Hold	3,906	–	–	0.02%	174
2025 Q3	$57.5K	Hold	3,906	–	–	0.02%	165
2025 Q2	$58K	Hold	3,906	–	–	0.02%	150
2025 Q1	$56.4K	Hold	3,906	–	–	0.02%	138
2024 Q4	$55.7K	Buy	+3,906	New	+$58.7K	0.02%	136

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

Anfield Capital Management's WDI Position: Q1 2026 in Review

Anfield Capital Management held its Western Asset Diversified Income Fund (WDI) position steady in Q1 2026 at 3,906 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #250.

Anfield Capital Management first reported a position in WDI in Q4 2024 and has held it in 6 quarters since. The position peaked at $58K in Q2 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Anfield Capital Management held 3,906 shares of Western Asset Diversified Income Fund worth $52.5K as of Q1 2026.
Anfield Capital Management left its Western Asset Diversified Income Fund share count unchanged in Q1 2026.
Western Asset Diversified Income Fund made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #250 holding.
Anfield Capital Management first reported a position in Western Asset Diversified Income Fund in Q4 2024 and has held it in 6 quarters since.
Anfield Capital Management's Western Asset Diversified Income Fund position peaked at $58K in Q2 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.