Cetera Investment Advisers’s Western Asset Diversified Income Fund WDI Stock Holding History

Cetera Investment Advisers’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	$824K	Buy	60,756 +8,376	+16%	+$114K	﹤0.01%	3222
2026 Q1	$704K	Buy	52,380 +9,006	+21%	+$124K	﹤0.01%	3216
2025 Q4	$599K	Sell	43,374 -391	-0.9%	-$5.62K	﹤0.01%	3268
2025 Q3	$644K	Buy	43,765 +12,997	+42%	+$195K	﹤0.01%	3174
2025 Q2	$457K	Buy	30,768 +3,025	+11%	+$43.2K	﹤0.01%	3039
2025 Q1	$401K	Sell	27,743 -6,744	-20%	-$99.7K	﹤0.01%	3034
2024 Q4	$491K	Buy	34,487 +3,255	+10%	+$48.9K	﹤0.01%	2692
2024 Q3	$490K	Buy	31,232 +8,851	+40%	+$134K	﹤0.01%	2668
2024 Q2	$323K	Sell	22,381 -763	-3%	-$11K	﹤0.01%	2968
2024 Q1	$334K	Buy	+23,144	New	+$332K	﹤0.01%	2939

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

Cetera Investment Advisers's WDI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Western Asset Diversified Income Fund (WDI) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 60,756 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Cetera Investment Advisers first reported a position in WDI in Q1 2024 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Cetera Investment Advisers held 60,756 shares of Western Asset Diversified Income Fund worth $824K as of Q2 2026.
Cetera Investment Advisers bought 8,376 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $114K.
Western Asset Diversified Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3222 holding.
Cetera Investment Advisers first reported a position in Western Asset Diversified Income Fund in Q1 2024 and has held it in 10 quarters since.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.