HighTower Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

HighTower Advisors’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	$393K	Buy	+29,000	New	+$394K	﹤0.01%	2962

Other funds holding WDI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

HighTower Advisors's WDI Position: Q2 2026 in Review

HighTower Advisors opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 29,000 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #2962 among its holdings.

25 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

HighTower Advisors held 29,000 shares of Western Asset Diversified Income Fund worth $393K as of Q2 2026.
Western Asset Diversified Income Fund was a new HighTower Advisors position in Q2 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2962 holding.
25 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.