NWMP
WDI

Noble Wealth Management PBC’s Western Asset Diversified Income Fund WDI Stock Holding History

Noble Wealth Management PBC’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 		$23.1K Buy
1,700
+700
+70% +$9.52K 0.01% 376
2026
Q1 		$13.4K Buy
+1,000
New +$13.8K 0.01% 422

Other funds holding WDI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Noble Wealth Management PBC's WDI Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Western Asset Diversified Income Fund (WDI) stake by 70% in Q2 2026, buying an estimated $9.52K and bringing the position to 1,700 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #376.

Noble Wealth Management PBC first reported a position in WDI in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Noble Wealth Management PBC held 1,700 shares of Western Asset Diversified Income Fund worth $23.1K as of Q2 2026.
  • Noble Wealth Management PBC bought 700 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $9.52K.
  • Western Asset Diversified Income Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #376 holding.
  • Noble Wealth Management PBC first reported a position in Western Asset Diversified Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.