Bessemer Group’s Western Asset Diversified Income Fund WDI Stock Holding History

Bessemer Group’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	$1K	Buy	+87	New	+$1.18K	﹤0.01%	2501
2022 Q4	–	Sell	-977	Closed	-$12K	–	2168
2022 Q3	$12K	Sell	977 -246	-20%	-$3.45K	﹤0.01%	1511
2022 Q2	$17K	Buy	1,223 +97	+9%	+$1.46K	﹤0.01%	1290
2022 Q1	$18K	Buy	+1,126	New	+$19.4K	﹤0.01%	1275
2021 Q4	–	Sell	-500	Closed	-$10K	–	1993
2021 Q3	$10K	Buy	+500	New	+$9.98K	﹤0.01%	1388

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

Bessemer Group's WDI Position: Q2 2026 in Review

Bessemer Group opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 87 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2501 among its holdings. This is a return to the name: Bessemer Group previously reported a position in WDI as recently as Q3 2022.

Bessemer Group first reported a position in WDI in Q3 2021 and has held it in 5 quarters since. The position peaked at $18K in Q1 2022. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Bessemer Group held 87 shares of Western Asset Diversified Income Fund worth $1K as of Q2 2026.
Western Asset Diversified Income Fund was a new Bessemer Group position in Q2 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2501 holding.
Bessemer Group first reported a position in Western Asset Diversified Income Fund in Q3 2021 and has held it in 5 quarters since.
Bessemer Group's Western Asset Diversified Income Fund position peaked at $18K in Q1 2022.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.