DB
WDI

Dmitry Balyasny’s Western Asset Diversified Income Fund WDI Stock Holding History

Dmitry Balyasny’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 		– Sell
-88,811
Closed -$1.23M – 3598
2025
Q4 		$1.23M Buy
+88,811
New +$1.28M ﹤0.01% 2093

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dmitry Balyasny's WDI Position: Q1 2026 in Review

Dmitry Balyasny sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 88,811 shares — an estimated $1.23M sold.

Dmitry Balyasny first reported a position in WDI in Q4 2025 and held it in 1 quarter. The position peaked at $1.23M in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • Dmitry Balyasny reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 88,811 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $1.23M.
  • Dmitry Balyasny first reported a position in Western Asset Diversified Income Fund in Q4 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Western Asset Diversified Income Fund position peaked at $1.23M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.