DRP
WDI

Decker Retirement Planning’s Western Asset Diversified Income Fund WDI Stock Holding History

Decker Retirement Planning’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 		$1.36K Buy
+100
New +$1.36K ﹤0.01% 361
2025
Q4 		– Sell
-100
Closed -$1.47K – 269
2025
Q3 		$1.47K Hold
100
– – ﹤0.01% 198
2025
Q2 		$1.48K Buy
+100
New +$1.43K ﹤0.01% 276

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Decker Retirement Planning's WDI Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 100 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in WDI as recently as Q3 2025.

Decker Retirement Planning first reported a position in WDI in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.48K in Q2 2025. 19 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Decker Retirement Planning held 100 shares of Western Asset Diversified Income Fund worth $1.36K as of Q2 2026.
  • Western Asset Diversified Income Fund was a new Decker Retirement Planning position in Q2 2026.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #361 holding.
  • Decker Retirement Planning first reported a position in Western Asset Diversified Income Fund in Q2 2025 and has held it in 3 quarters since.
  • Decker Retirement Planning's Western Asset Diversified Income Fund position peaked at $1.48K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.