CIA
WDI

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
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 $1.66T 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
Cohen & Steers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's WDI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 4% in Q1 2026, buying an estimated $12K and bringing the position to 22,777 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Concurrent Investment Advisors first reported a position in WDI in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • Concurrent Investment Advisors held 22,777 shares of Western Asset Diversified Income Fund worth $306K as of Q1 2026.
  • Concurrent Investment Advisors bought 872 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $12K.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1494 holding.
  • Concurrent Investment Advisors first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.