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 Q2	$144K	Buy	+10,631	New	+$145K	﹤0.01%	756

Other funds holding WDI

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Financial Network's WDI Position: Q2 2026 in Review

Focus Financial Network opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 10,631 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Focus Financial Network held 10,631 shares of Western Asset Diversified Income Fund worth $144K as of Q2 2026.
Western Asset Diversified Income Fund was a new Focus Financial Network position in Q2 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of Focus Financial Network's portfolio in Q2 2026, its #756 holding.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.