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BFC Planning, Inc.’s Western Asset Diversified Income Fund WDI Stock Holding History

BFC Planning, Inc.’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 		– Sell
-500
Closed -$6.78K – 3622
2026
Q2 		$6.78K Buy
+500
New +$6.8K ﹤0.01% 2554
2025
Q1 		– Sell
-972
Closed -$13.9K – 2744
2024
Q4 		$13.9K Hold
972
– – ﹤0.01% 1625
2024
Q3 		$15.2K Buy
+972
New +$14.8K ﹤0.01% 1567

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BFC Planning, Inc.'s WDI Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Western Asset Diversified Income Fund (WDI) in Q3 2026, closing a stake of 500 shares — an estimated $6.78K sold.

BFC Planning, Inc. first reported a position in WDI in Q3 2024 and held it in 3 quarters. The position peaked at $15.2K in Q3 2024. 57 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Western Asset Diversified Income Fund position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 500 Western Asset Diversified Income Fund shares in Q3 2026, an estimated $6.78K.
  • BFC Planning, Inc. first reported a position in Western Asset Diversified Income Fund in Q3 2024 and held it in 3 quarters.
  • BFC Planning, Inc.'s Western Asset Diversified Income Fund position peaked at $15.2K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.