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 Q2	$170K	Sell	12,535 -781	-6%	-$10.6K	﹤0.01%	3866
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 $1.89T AUM 35.08% 1-Year Est. Return

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 $3.42B AUM 25.82% 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

Cambridge Investment Research Advisors's WDI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Western Asset Diversified Income Fund (WDI) stake by 5.9% in Q2 2026, selling an estimated $10.6K and leaving 12,535 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Cambridge Investment Research Advisors first reported a position in WDI in Q3 2024 and has held it in 8 quarters since. The position peaked at $725K in Q4 2024. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Cambridge Investment Research Advisors held 12,535 shares of Western Asset Diversified Income Fund worth $170K as of Q2 2026.
Cambridge Investment Research Advisors sold 781 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $10.6K.
Western Asset Diversified Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3866 holding.
Cambridge Investment Research Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2024 and has held it in 8 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 Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.