Osbon Capital Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Osbon Capital Management’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	$7.22K	Buy	+537	New	+$7.39K	0.01%	322

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

Osbon Capital Management's WDI Position: Q1 2026 in Review

Osbon Capital Management opened a new position in Western Asset Diversified Income Fund (WDI) in Q1 2026: 537 shares worth $7.22K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Osbon Capital Management held 537 shares of Western Asset Diversified Income Fund worth $7.22K as of Q1 2026.
Western Asset Diversified Income Fund was a new Osbon Capital Management position in Q1 2026.
Western Asset Diversified Income Fund made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #322 holding.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.