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Concurrent Investment Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Concurrent Investment Advisors’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 		$331K Buy
24,403
+1,626
+7% +$22.1K ﹤0.01% 1638
2026
Q1 		$306K Buy
22,777
+872
+4% +$12K ﹤0.01% 1494
2025
Q4 		$303K Buy
+21,905
New +$315K ﹤0.01% 1392

Other funds holding WDI

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Concurrent Investment Advisors's WDI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 7.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 24,403 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Concurrent Investment Advisors first reported a position in WDI in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Concurrent Investment Advisors held 24,403 shares of Western Asset Diversified Income Fund worth $331K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,626 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $22.1K.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1638 holding.
  • Concurrent Investment Advisors first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.