Jeff Yass’s Western Asset Diversified Income Fund WDI Stock Holding History

Jeff Yass’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 Q1	–	Sell	-29,706	Closed	-$410K	–	14216
2025 Q4	$410K	Buy	29,706 +19,411	+189%	+$279K	﹤0.01%	9247
2025 Q3	$151K	Buy	+10,295	New	+$154K	﹤0.01%	11273
2025 Q2	–	Sell	-11,360	Closed	-$164K	–	13819
2025 Q1	$164K	Buy	+11,360	New	+$168K	﹤0.01%	11138
2023 Q2	–	Sell	-10,566	Closed	-$141K	–	13262
2023 Q1	$141K	Sell	10,566 -1,020	-9%	-$14.1K	﹤0.01%	10980
2022 Q4	$147K	Buy	+11,586	New	+$150K	﹤0.01%	10520

Other funds holding WDI

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's WDI Position: Q1 2026 in Review

Jeff Yass sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 29,706 shares — an estimated $410K sold.

Jeff Yass first reported a position in WDI in Q4 2022 and held it in 5 quarters. The position peaked at $410K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Jeff Yass reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 29,706 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $410K.
Jeff Yass first reported a position in Western Asset Diversified Income Fund in Q4 2022 and held it in 5 quarters.
Jeff Yass's Western Asset Diversified Income Fund position peaked at $410K in Q4 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.