PWPS
WDI

Pinnacle Wealth Planning Services’s Western Asset Diversified Income Fund WDI Stock Holding History

Pinnacle Wealth Planning Services’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 		$58.4K Buy
4,306
+14
+0.3% +$190 0.01% 1166
2026
Q1 		$57.7K Sell
4,292
-1,280
-23% -$17.6K 0.01% 1118
2025
Q4 		$76.9K Buy
+5,572
New +$80.1K 0.01% 935

Other funds holding WDI

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's WDI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Diversified Income Fund (WDI) stake by 0.33% in Q2 2026, buying an estimated $190 and bringing the position to 4,306 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #1166.

Pinnacle Wealth Planning Services first reported a position in WDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.9K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,306 shares of Western Asset Diversified Income Fund worth $58.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 14 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $190.
  • Western Asset Diversified Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1166 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Diversified Income Fund position peaked at $76.9K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.