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Evolve Private Wealth’s Western Asset Diversified Income Fund WDI Stock Holding History

Evolve Private Wealth’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 		$462K Sell
34,082
-3,687
-10% -$50.1K 0.03% 546
2026
Q1 		$508K Sell
37,769
-368
-1% -$5.06K 0.03% 574
2025
Q4 		$532K Buy
+38,137
New +$548K 0.03% 513

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Evolve Private Wealth's WDI Position: Q2 2026 in Review

Evolve Private Wealth reduced its Western Asset Diversified Income Fund (WDI) stake by 9.8% in Q2 2026, selling an estimated $50.1K and leaving 34,082 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #546.

Evolve Private Wealth first reported a position in WDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Evolve Private Wealth held 34,082 shares of Western Asset Diversified Income Fund worth $462K as of Q2 2026.
  • Evolve Private Wealth sold 3,687 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $50.1K.
  • Western Asset Diversified Income Fund made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #546 holding.
  • Evolve Private Wealth first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Western Asset Diversified Income Fund position peaked at $532K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.