CIBC Private Wealth Group
WDI

CIBC Private Wealth Group’s Western Asset Diversified Income Fund WDI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$24.9K Hold
1,800
– – ﹤0.01% 2091
2025
Q3 		$26.5K Hold
1,800
– – ﹤0.01% 2051
2025
Q2 		$26.7K Hold
1,800
– – ﹤0.01% 1911
2025
Q1 		$23.4K Hold
1,800
– – ﹤0.01% 1934
2024
Q4 		$26.1K Hold
1,800
– – ﹤0.01% 1948
2024
Q3 		$28.2K Hold
1,800
– – ﹤0.01% 2004
2024
Q2 		$26.5K Hold
1,800
– – ﹤0.01% 1929
2024
Q1 		$26K Buy
+1,800
New +$25.8K ﹤0.01% 1940

Other funds holding WDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's WDI Position: Q4 2025 in Review

CIBC Private Wealth Group held its Western Asset Diversified Income Fund (WDI) position steady in Q4 2025 at 1,800 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

CIBC Private Wealth Group first reported a position in WDI in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.2K in Q3 2024. 71 funds tracked by Wall St. Rank hold WDI as of Q4 2025.

  • CIBC Private Wealth Group held 1,800 shares of Western Asset Diversified Income Fund worth $24.9K as of Q4 2025.
  • CIBC Private Wealth Group left its Western Asset Diversified Income Fund share count unchanged in Q4 2025.
  • Western Asset Diversified Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2091 holding.
  • CIBC Private Wealth Group first reported a position in Western Asset Diversified Income Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Western Asset Diversified Income Fund position peaked at $28.2K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.