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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
2026
Q1 		– Sell
-400
Closed -$5.52K – 2418
2025
Q4 		$5.52K Buy
+400
New +$5.75K ﹤0.01% 1942

Other funds holding WDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's WDI Position: Q1 2026 in Review

SageView Advisory Group sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 400 shares — an estimated $5.52K sold.

SageView Advisory Group first reported a position in WDI in Q4 2025 and held it in 1 quarter. The position peaked at $5.52K in Q4 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • SageView Advisory Group reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 400 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $5.52K.
  • SageView Advisory Group first reported a position in Western Asset Diversified Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Western Asset Diversified Income Fund position peaked at $5.52K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.