CA
WDI

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

CoreCap 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 		$103K Sell
7,560
-440
-6% -$5.98K ﹤0.01% 1089
2026
Q1 		$108K Buy
+8,000
New +$110K ﹤0.01% 1001

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

CoreCap Advisors's WDI Position: Q2 2026 in Review

CoreCap Advisors reduced its Western Asset Diversified Income Fund (WDI) stake by 5.5% in Q2 2026, selling an estimated $5.98K and leaving 7,560 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

CoreCap Advisors first reported a position in WDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $108K in Q1 2026. 10 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • CoreCap Advisors held 7,560 shares of Western Asset Diversified Income Fund worth $103K as of Q2 2026.
  • CoreCap Advisors sold 440 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $5.98K.
  • Western Asset Diversified Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1089 holding.
  • CoreCap Advisors first reported a position in Western Asset Diversified Income Fund in Q1 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Western Asset Diversified Income Fund position peaked at $108K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.