HWP
WDI

Highline Wealth Partners’s Western Asset Diversified Income Fund WDI Stock Holding History

Highline Wealth 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 		$2.88K Hold
212
– – ﹤0.01% 1073
2026
Q1 		$2.85K Buy
212
+27
+15% +$371 ﹤0.01% 930
2025
Q4 		$2.56K Hold
185
– – ﹤0.01% 801
2025
Q3 		$2.72K Buy
+185
New +$2.77K ﹤0.01% 786

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Highline Wealth Partners's WDI Position: Q2 2026 in Review

Highline Wealth Partners held its Western Asset Diversified Income Fund (WDI) position steady in Q2 2026 at 212 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Highline Wealth Partners first reported a position in WDI in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Highline Wealth Partners held 212 shares of Western Asset Diversified Income Fund worth $2.88K as of Q2 2026.
  • Highline Wealth Partners left its Western Asset Diversified Income Fund share count unchanged in Q2 2026.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1073 holding.
  • Highline Wealth Partners first reported a position in Western Asset Diversified Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.