MFG
WDI

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

Merit Financial 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
2026
Q2 		$153K Buy
11,262
+514
+5% +$6.99K ﹤0.01% 2169
2026
Q1 		$144K Buy
10,748
+241
+2% +$3.31K ﹤0.01% 1980
2025
Q4 		$145K Sell
10,507
-571
-5% -$8.21K ﹤0.01% 1860
2025
Q3 		$163K Sell
11,078
-542
-5% -$8.13K ﹤0.01% 1703
2025
Q2 		$172K Buy
+11,620
New +$166K ﹤0.01% 1583

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Merit Financial Group's WDI Position: Q2 2026 in Review

Merit Financial Group increased its Western Asset Diversified Income Fund (WDI) stake by 4.8% in Q2 2026, buying an estimated $6.99K and bringing the position to 11,262 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Merit Financial Group first reported a position in WDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $172K in Q2 2025. 10 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Merit Financial Group held 11,262 shares of Western Asset Diversified Income Fund worth $153K as of Q2 2026.
  • Merit Financial Group bought 514 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $6.99K.
  • Western Asset Diversified Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2169 holding.
  • Merit Financial Group first reported a position in Western Asset Diversified Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Western Asset Diversified Income Fund position peaked at $172K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.