Sanctuary Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Sanctuary 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	$363K	Buy	27,000 +8,000	+42%	+$110K	﹤0.01%	1978
2025 Q4	$262K	Buy	+19,000	New	+$273K	﹤0.01%	2105
2025 Q1	–	Sell	-47,940	Closed	-$713K	–	2460
2024 Q4	$713K	Sell	47,940 -8,071	-14%	-$121K	﹤0.01%	1464
2024 Q3	$828K	Buy	56,011 +1,925	+4%	+$29.2K	0.01%	1367
2024 Q2	$764K	Buy	+54,086	New	+$778K	0.01%	1355

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

Sanctuary Advisors's WDI Position: Q1 2026 in Review

Sanctuary Advisors increased its Western Asset Diversified Income Fund (WDI) stake by 42% in Q1 2026, buying an estimated $110K and bringing the position to 27,000 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Sanctuary Advisors first reported a position in WDI in Q2 2024 and has held it in 5 quarters since. The position peaked at $828K in Q3 2024. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Sanctuary Advisors held 27,000 shares of Western Asset Diversified Income Fund worth $363K as of Q1 2026.
Sanctuary Advisors bought 8,000 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $110K.
Western Asset Diversified Income Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1978 holding.
Sanctuary Advisors first reported a position in Western Asset Diversified Income Fund in Q2 2024 and has held it in 5 quarters since.
Sanctuary Advisors's Western Asset Diversified Income Fund position peaked at $828K in Q3 2024.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.