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 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 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

Pinnacle Wealth Planning Services's WDI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Asset Diversified Income Fund (WDI) stake by 23% in Q1 2026, selling an estimated $17.6K and leaving 4,292 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #1118.

Pinnacle Wealth Planning Services first reported a position in WDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $76.9K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Pinnacle Wealth Planning Services held 4,292 shares of Western Asset Diversified Income Fund worth $57.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,280 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $17.6K.
Western Asset Diversified Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1118 holding.
Pinnacle Wealth Planning Services first reported a position in Western Asset Diversified Income Fund in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.