EPW
WDI

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
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 $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolve Private Wealth's WDI Position: Q1 2026 in Review

Evolve Private Wealth reduced its Western Asset Diversified Income Fund (WDI) stake by 0.96% in Q1 2026, selling an estimated $5.06K and leaving 37,769 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #574.

Evolve Private Wealth first reported a position in WDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $532K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • Evolve Private Wealth held 37,769 shares of Western Asset Diversified Income Fund worth $508K as of Q1 2026.
  • Evolve Private Wealth sold 368 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $5.06K.
  • Western Asset Diversified Income Fund made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #574 holding.
  • Evolve Private Wealth first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.