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 Q2	$873K	Buy	64,403 +27,243	+73%	+$370K	﹤0.01%	1749
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 $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

NewEdge Advisors's WDI Position: Q2 2026 in Review

NewEdge Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 73% in Q2 2026, buying an estimated $370K and bringing the position to 64,403 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

NewEdge Advisors first reported a position in WDI in Q3 2021 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

NewEdge Advisors held 64,403 shares of Western Asset Diversified Income Fund worth $873K as of Q2 2026.
NewEdge Advisors bought 27,243 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $370K.
Western Asset Diversified Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1749 holding.
NewEdge Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2021 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.