GRP
WDI

Global Retirement Partners’s Western Asset Diversified Income Fund WDI Stock Holding History

Global Retirement Partners’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
2025
Q4 		$191K Buy
13,860
+12,150
+711% +$175K ﹤0.01% 1503
2025
Q3 		$25.2K Buy
1,710
+208
+14% +$3.12K ﹤0.01% 2287
2025
Q2 		$22.3K Buy
+1,502
New +$21.4K ﹤0.01% 2236

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's WDI Position: Q4 2025 in Review

Global Retirement Partners increased its Western Asset Diversified Income Fund (WDI) stake by 711% in Q4 2025, buying an estimated $175K and bringing the position to 13,860 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Global Retirement Partners first reported a position in WDI in Q2 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold WDI as of Q4 2025.

  • Global Retirement Partners held 13,860 shares of Western Asset Diversified Income Fund worth $191K as of Q4 2025.
  • Global Retirement Partners bought 12,150 Western Asset Diversified Income Fund shares in Q4 2025, an estimated $175K.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1503 holding.
  • Global Retirement Partners first reported a position in Western Asset Diversified Income Fund in Q2 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.