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 Q3	$2.51K	Hold	212	–	–	﹤0.01%	1187
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Highline Wealth Partners's WDI Position: Q3 2026 in Review

Highline Wealth Partners held its Western Asset Diversified Income Fund (WDI) position steady in Q3 2026 at 212 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Highline Wealth Partners first reported a position in WDI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.88K in Q2 2026. 11 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

Highline Wealth Partners held 212 shares of Western Asset Diversified Income Fund worth $2.51K as of Q3 2026.
Highline Wealth Partners left its Western Asset Diversified Income Fund share count unchanged in Q3 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1187 holding.
Highline Wealth Partners first reported a position in Western Asset Diversified Income Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Western Asset Diversified Income Fund position peaked at $2.88K in Q2 2026.
11 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.