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
2026
Q2 		$204K Buy
+15,009
New +$204K ﹤0.01% 1573
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 $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Global Retirement Partners's WDI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 15,009 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WDI as recently as Q4 2025.

Global Retirement Partners first reported a position in WDI in Q2 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Global Retirement Partners held 15,009 shares of Western Asset Diversified Income Fund worth $204K as of Q2 2026.
  • Western Asset Diversified Income Fund was a new Global Retirement Partners position in Q2 2026.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1573 holding.
  • Global Retirement Partners first reported a position in Western Asset Diversified Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.