Pinnacle Wealth Planning Services
WDI icon

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
Q3 		$56.4K Buy
4,773
+467
+11% +$6.04K 0.01% 1185
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's WDI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Diversified Income Fund (WDI) stake by 11% in Q3 2026, buying an estimated $6.04K and bringing the position to 4,773 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #1185.

Pinnacle Wealth Planning Services first reported a position in WDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $76.9K in Q4 2025. 15 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,773 shares of Western Asset Diversified Income Fund worth $56.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 467 Western Asset Diversified Income Fund shares in Q3 2026, an estimated $6.04K.
  • Western Asset Diversified Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1185 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Diversified Income Fund position peaked at $76.9K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.