Prevail Innovative Wealth Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-135,929	Closed	-$1.88M	–	236
2025 Q4	$1.88M	Buy	135,929 +2,261	+2%	+$32.5K	0.34%	112
2025 Q3	$1.97M	Buy	133,668 +23,982	+22%	+$360K	0.38%	97
2025 Q2	$1.63M	Buy	109,686 +12,478	+13%	+$178K	0.37%	92
2025 Q1	$1.4M	Buy	97,208 +11,822	+14%	+$175K	0.37%	91
2024 Q4	$1.22M	Buy	+85,386	New	+$1.28M	0.35%	83

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

Prevail Innovative Wealth Advisors's WDI Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 135,929 shares — an estimated $1.88M sold.

Prevail Innovative Wealth Advisors first reported a position in WDI in Q4 2024 and held it in 5 quarters. The position peaked at $1.97M in Q3 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 135,929 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $1.88M.
Prevail Innovative Wealth Advisors first reported a position in Western Asset Diversified Income Fund in Q4 2024 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Western Asset Diversified Income Fund position peaked at $1.97M in Q3 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.