MG
WDI

Marex Group’s Western Asset Diversified Income Fund WDI Stock Holding History

Marex Group’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
Q1 		– Sell
-54,447
Closed -$776K – 865
2024
Q4 		$776K Buy
+54,447
New +$818K 0.01% 280

Other funds holding WDI

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marex Group's WDI Position: Q1 2025 in Review

Marex Group sold out of Western Asset Diversified Income Fund (WDI) in Q1 2025, closing a stake of 54,447 shares — an estimated $776K sold.

Marex Group first reported a position in WDI in Q4 2024 and held it in 1 quarter. The position peaked at $776K in Q4 2024. 69 funds tracked by Wall St. Rank hold WDI as of Q1 2025.

  • Marex Group reported no remaining Western Asset Diversified Income Fund position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 54,447 Western Asset Diversified Income Fund shares in Q1 2025, an estimated $776K.
  • Marex Group first reported a position in Western Asset Diversified Income Fund in Q4 2024 and held it in 1 quarter.
  • Marex Group's Western Asset Diversified Income Fund position peaked at $776K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.