CAS
WDI

Coppell Advisory Solutions’s Western Asset Diversified Income Fund WDI Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-3,540
Closed -$50.3K – 1864
2024
Q4 		$50.3K Buy
3,540
+1,550
+78% +$23.3K 0.01% 584
2024
Q3 		$29.7K Hold
1,990
– – ﹤0.01% 714
2024
Q2 		$28.7K Buy
+1,990
New +$28.6K ﹤0.01% 649
2023
Q4 		$26.7K Buy
+1,990
New +$26.3K 0.01% 652

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's WDI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Western Asset Diversified Income Fund (WDI) in Q1 2025, closing a stake of 3,540 shares — an estimated $50.3K sold.

Coppell Advisory Solutions first reported a position in WDI in Q4 2023 and held it in 4 quarters. The position peaked at $50.3K in Q4 2024. 69 funds tracked by Wall St. Rank hold WDI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Western Asset Diversified Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,540 Western Asset Diversified Income Fund shares in Q1 2025, an estimated $50.3K.
  • Coppell Advisory Solutions first reported a position in Western Asset Diversified Income Fund in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Western Asset Diversified Income Fund position peaked at $50.3K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.