IFWM
WDI

Institute for Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Institute for Wealth Management’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 		$8.96K Buy
+661
New +$8.98K ﹤0.01% 1339

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's WDI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Western Asset Diversified Income Fund (WDI) in Q2 2026: 661 shares worth $8.96K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings.

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

  • Institute for Wealth Management held 661 shares of Western Asset Diversified Income Fund worth $8.96K as of Q2 2026.
  • Western Asset Diversified Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1339 holding.
  • 30 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.