Elevation Wealth Partners’s Western Asset Diversified Income Fund WDI Stock Holding History

Elevation Wealth Partners’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 Q3	$666K	Buy	+56,341	New	+$729K	0.19%	68

Other funds holding WDI

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Elevation Wealth Partners's WDI Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Western Asset Diversified Income Fund (WDI) in Q3 2026: 56,341 shares worth $666K. The stake represents 0.19% of the portfolio and ranks #68 among its holdings.

2 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

Elevation Wealth Partners held 56,341 shares of Western Asset Diversified Income Fund worth $666K as of Q3 2026.
Western Asset Diversified Income Fund was a new Elevation Wealth Partners position in Q3 2026.
Western Asset Diversified Income Fund made up 0.19% of Elevation Wealth Partners's portfolio in Q3 2026, its #68 holding.
2 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.