NFSG
WDI

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

Newbridge Financial Services 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
Q4 		– Sell
-2,504
Closed -$36.8K – 1444
2025
Q3 		$36.8K Sell
2,504
-2,238
-47% -$33.6K 0.01% 579
2025
Q2 		$70.4K Buy
+4,742
New +$67.7K 0.01% 439

Other funds holding WDI

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newbridge Financial Services Group's WDI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Western Asset Diversified Income Fund (WDI) in Q4 2025, closing a stake of 2,504 shares — an estimated $36.8K sold.

Newbridge Financial Services Group first reported a position in WDI in Q2 2025 and held it in 2 quarters. The position peaked at $70.4K in Q2 2025. 71 funds tracked by Wall St. Rank hold WDI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Western Asset Diversified Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,504 Western Asset Diversified Income Fund shares in Q4 2025, an estimated $36.8K.
  • Newbridge Financial Services Group first reported a position in Western Asset Diversified Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Western Asset Diversified Income Fund position peaked at $70.4K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.