Carson Wealth (CWM LLC)’s Western Asset Diversified Income Fund WDI Stock Holding History

Carson Wealth (CWM LLC)’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	$24.7K	Sell	1,835 -642	-26%	-$8.83K	﹤0.01%	4291
2025 Q4	$34K	Buy	2,477 +46	+2%	+$661	﹤0.01%	3879
2025 Q3	$36K	Buy	2,431 +215	+10%	+$3.22K	﹤0.01%	3773
2025 Q2	$33K	Buy	2,216 +24	+1%	+$343	﹤0.01%	3598
2025 Q1	$32K	Buy	2,192 +588	+37%	+$8.69K	﹤0.01%	3350
2024 Q4	$23K	Hold	1,604	–	–	﹤0.01%	3356
2024 Q3	$25K	Buy	1,604 +1,302	+431%	+$19.8K	﹤0.01%	3236
2024 Q2	$4K	Hold	302	–	–	﹤0.01%	4014
2024 Q1	$4K	Hold	302	–	–	﹤0.01%	3799
2023 Q4	$4K	Hold	302	–	–	﹤0.01%	3646
2023 Q3	$4K	Hold	302	–	–	﹤0.01%	3613
2023 Q2	$4K	Buy	302 +75	+33%	+$1K	﹤0.01%	3576
2023 Q1	$3K	Buy	+227	New	+$3.13K	﹤0.01%	3582

Other funds holding WDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T AUM 24.88% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WDI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Western Asset Diversified Income Fund (WDI) stake by 26% in Q1 2026, selling an estimated $8.83K and leaving 1,835 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4291.

Carson Wealth (CWM LLC) first reported a position in WDI in Q1 2023 and has held it in 13 quarters since. The position peaked at $36K in Q3 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Carson Wealth (CWM LLC) held 1,835 shares of Western Asset Diversified Income Fund worth $24.7K as of Q1 2026.
Carson Wealth (CWM LLC) sold 642 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $8.83K.
Western Asset Diversified Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4291 holding.
Carson Wealth (CWM LLC) first reported a position in Western Asset Diversified Income Fund in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Western Asset Diversified Income Fund position peaked at $36K in Q3 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.