NewEdge Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

NewEdge Advisors’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	$499K	Buy	37,160 +1,655	+5%	+$22.8K	﹤0.01%	1991
2025 Q4	$490K	Buy	35,505 +11,147	+46%	+$160K	﹤0.01%	1983
2025 Q3	$358K	Buy	+24,358	New	+$365K	﹤0.01%	2050
2021 Q4	–	Sell	-21,200	Closed	-$407K	–	1707
2021 Q3	$407K	Buy	+21,200	New	+$423K	0.01%	808

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewEdge Advisors's WDI Position: Q1 2026 in Review

NewEdge Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 4.7% in Q1 2026, buying an estimated $22.8K and bringing the position to 37,160 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

NewEdge Advisors first reported a position in WDI in Q3 2021 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

NewEdge Advisors held 37,160 shares of Western Asset Diversified Income Fund worth $499K as of Q1 2026.
NewEdge Advisors bought 1,655 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $22.8K.
Western Asset Diversified Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1991 holding.
NewEdge Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2021 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.