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

Root Financial 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 Q3	$38.2K	Buy	+3,229	New	+$41.8K	﹤0.01%	1218

Other funds holding WDI

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Root Financial Partners's WDI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Western Asset Diversified Income Fund (WDI) in Q3 2026: 3,229 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

10 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

Root Financial Partners held 3,229 shares of Western Asset Diversified Income Fund worth $38.2K as of Q3 2026.
Western Asset Diversified Income Fund was a new Root Financial Partners position in Q3 2026.
Western Asset Diversified Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1218 holding.
10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.