Cetera Investment Advisers

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 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 $1.66T AUM 25.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return