SageView Advisory Group’s Western Asset Diversified Income Fund WDI Stock Holding History

SageView Advisory Group’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
2025 Q4	$5.52K	Buy	+400	New	+$5.75K	﹤0.01%	1942

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's WDI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Western Asset Diversified Income Fund (WDI) in Q4 2025: 400 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings.

71 funds tracked by Wall St. Rank hold WDI as of Q4 2025.

SageView Advisory Group held 400 shares of Western Asset Diversified Income Fund worth $5.52K as of Q4 2025.
Western Asset Diversified Income Fund was a new SageView Advisory Group position in Q4 2025.
Western Asset Diversified Income Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1942 holding.
71 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.