CWM
WDI

Centurion Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Centurion Wealth 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
Q2 		$293K Buy
21,631
+80
+0.4% +$1.09K 0.07% 225
2026
Q1 		$290K Buy
21,551
+2
+0% +$28 0.07% 238
2025
Q4 		$298K Buy
21,549
+4
+0% +$57 0.07% 237
2025
Q3 		$317K Buy
21,545
+2
+0% +$30 0.07% 217
2025
Q2 		$320K Sell
21,543
-459
-2% -$6.55K 0.09% 169
2025
Q1 		$314K Hold
22,002
– – 0.1% 148
2024
Q4 		$314K Buy
22,002
+2,110
+11% +$31.7K 0.1% 148
2024
Q3 		$312K Buy
+19,892
New +$302K 0.1% 153

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Centurion Wealth Management's WDI Position: Q2 2026 in Review

Centurion Wealth Management increased its Western Asset Diversified Income Fund (WDI) stake by 0.37% in Q2 2026, buying an estimated $1.09K and bringing the position to 21,631 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #225.

Centurion Wealth Management first reported a position in WDI in Q3 2024 and has held it in 8 quarters since. The position peaked at $320K in Q2 2025. 10 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Centurion Wealth Management held 21,631 shares of Western Asset Diversified Income Fund worth $293K as of Q2 2026.
  • Centurion Wealth Management bought 80 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $1.09K.
  • Western Asset Diversified Income Fund made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Centurion Wealth Management first reported a position in Western Asset Diversified Income Fund in Q3 2024 and has held it in 8 quarters since.
  • Centurion Wealth Management's Western Asset Diversified Income Fund position peaked at $320K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.