P
WDI

&Partners’s Western Asset Diversified Income Fund WDI Stock Holding History

&Partners’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 		$3.22M Buy
239,895
+15,078
+7% +$207K 0.02% 701
2025
Q4 		$3.1M Buy
+224,817
New +$3.23M 0.02% 666

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's WDI Position: Q1 2026 in Review

&Partners increased its Western Asset Diversified Income Fund (WDI) stake by 6.7% in Q1 2026, buying an estimated $207K and bringing the position to 239,895 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #701.

&Partners first reported a position in WDI in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • &Partners held 239,895 shares of Western Asset Diversified Income Fund worth $3.22M as of Q1 2026.
  • &Partners bought 15,078 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $207K.
  • Western Asset Diversified Income Fund made up 0.02% of &Partners's portfolio in Q1 2026, its #701 holding.
  • &Partners first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.