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 Q2	$325K	Sell	24,000 -3,000	-11%	-$40.8K	﹤0.01%	2268
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 $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Sanctuary Advisors's WDI Position: Q2 2026 in Review

Sanctuary Advisors reduced its Western Asset Diversified Income Fund (WDI) stake by 11% in Q2 2026, selling an estimated $40.8K and leaving 24,000 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Sanctuary Advisors first reported a position in WDI in Q2 2024 and has held it in 6 quarters since. The position peaked at $828K in Q3 2024. 66 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

Sanctuary Advisors held 24,000 shares of Western Asset Diversified Income Fund worth $325K as of Q2 2026.
Sanctuary Advisors sold 3,000 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $40.8K.
Western Asset Diversified Income Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2268 holding.
Sanctuary Advisors first reported a position in Western Asset Diversified Income Fund in Q2 2024 and has held it in 6 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 Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.