Focus Financial Network’s Western Asset Diversified Income Fund WDI Stock Holding History

Focus Financial Network’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	$155K	Buy	13,147 +2,516	+24%	+$32.5K	﹤0.01%	749
2026 Q2	$144K	Buy	+10,631	New	+$145K	﹤0.01%	756

Other funds holding WDI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

NWMP

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

Focus Financial Network's WDI Position: Q3 2026 in Review

Focus Financial Network increased its Western Asset Diversified Income Fund (WDI) stake by 24% in Q3 2026, buying an estimated $32.5K and bringing the position to 13,147 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Focus Financial Network first reported a position in WDI in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

Focus Financial Network held 13,147 shares of Western Asset Diversified Income Fund worth $155K as of Q3 2026.
Focus Financial Network bought 2,516 Western Asset Diversified Income Fund shares in Q3 2026, an estimated $32.5K.
Western Asset Diversified Income Fund made up ﹤0.01% of Focus Financial Network's portfolio in Q3 2026, its #749 holding.
Focus Financial Network first reported a position in Western Asset Diversified Income Fund in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.