Laird Norton Wetherby Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$168K	Hold	11,400	–	–	0.01%	906
2025 Q2	$169K	Buy	+11,400	New	+$163K	0.01%	900
2024 Q4	$162K	Hold	11,400	–	–	0.01%	865
2024 Q3	$179K	Hold	11,400	–	–	0.01%	888
2024 Q2	$164K	Hold	11,400	–	–	0.01%	880
2024 Q1	$165K	Buy	+11,400	New	+$164K	0.01%	914

Other funds holding WDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WDI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Western Asset Diversified Income Fund (WDI) position steady in Q3 2025 at 11,400 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #906.

Laird Norton Wetherby Wealth Management first reported a position in WDI in Q1 2024 and has held it in 6 quarters since. The position peaked at $179K in Q3 2024. 65 funds tracked by Wall St. Rank hold WDI as of Q3 2025.

Laird Norton Wetherby Wealth Management held 11,400 shares of Western Asset Diversified Income Fund worth $168K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Western Asset Diversified Income Fund share count unchanged in Q3 2025.
Western Asset Diversified Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #906 holding.
Laird Norton Wetherby Wealth Management first reported a position in Western Asset Diversified Income Fund in Q1 2024 and has held it in 6 quarters since.
Laird Norton Wetherby Wealth Management's Western Asset Diversified Income Fund position peaked at $179K in Q3 2024.
65 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.