Cambridge Investment Research Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Cambridge Investment Research Advisors’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	$179K	Buy	13,316 +650	+5%	+$8.94K	﹤0.01%	3706
2025 Q4	$175K	Sell	12,666 -28,783	-69%	-$414K	﹤0.01%	3606
2025 Q3	$610K	Sell	41,449 -2,606	-6%	-$39.1K	﹤0.01%	2480
2025 Q2	$654K	Buy	44,055 +1,014	+2%	+$14.5K	﹤0.01%	2296
2025 Q1	$622K	Sell	43,041 -7,833	-15%	-$116K	﹤0.01%	2240
2024 Q4	$725K	Buy	50,874 +12,837	+34%	+$193K	﹤0.01%	2127
2024 Q3	$596K	Buy	+38,037	New	+$577K	﹤0.01%	2260

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

Cambridge Investment Research Advisors's WDI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 5.1% in Q1 2026, buying an estimated $8.94K and bringing the position to 13,316 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Cambridge Investment Research Advisors first reported a position in WDI in Q3 2024 and has held it in 7 quarters since. The position peaked at $725K in Q4 2024. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Cambridge Investment Research Advisors held 13,316 shares of Western Asset Diversified Income Fund worth $179K as of Q1 2026.
Cambridge Investment Research Advisors bought 650 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $8.94K.
Western Asset Diversified Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3706 holding.
Cambridge Investment Research Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2024 and has held it in 7 quarters since.
Cambridge Investment Research Advisors's Western Asset Diversified Income Fund position peaked at $725K in Q4 2024.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.