SeaCrest Wealth Management
WDI icon

SeaCrest Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

SeaCrest Wealth Management’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 		$174K Buy
14,713
+180
+1% +$2.33K 0.02% 525
2026
Q2 		$197K Sell
14,533
-1,054
-7% -$14.3K 0.02% 531
2026
Q1 		$209K Sell
15,587
-696
-4% -$9.6K 0.02% 589
2025
Q4 		$224K Sell
16,283
-310
-2% -$4.46K 0.02% 553
2025
Q3 		$248K Buy
16,593
+1,170
+8% +$17.5K 0.03% 523
2025
Q2 		$229K Sell
15,423
-200
-1% -$2.86K 0.02% 530
2025
Q1 		$226K Sell
15,623
-660
-4% -$9.8K 0.03% 583
2024
Q4 		$232K Buy
16,283
+1,637
+11% +$24.6K 0.02% 575
2024
Q3 		$230K Buy
14,646
+1,283
+10% +$19.5K 0.02% 577
2024
Q2 		$193K Buy
13,363
+116
+0.9% +$1.67K 0.02% 581
2024
Q1 		$191K Buy
13,247
+1,435
+12% +$20.6K 0.02% 572
2023
Q4 		$168K Buy
11,812
+579
+5% +$7.66K 0.02% 588
2023
Q3 		$149K Buy
11,233
+199
+2% +$2.71K 0.02% 585
2023
Q2 		$149K Buy
11,034
+667
+6% +$8.89K 0.02% 592
2023
Q1 		$138K Buy
+10,367
New +$143K 0.02% 599

Other funds holding WDI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

SeaCrest Wealth Management's WDI Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Western Asset Diversified Income Fund (WDI) stake by 1.2% in Q3 2026, buying an estimated $2.33K and bringing the position to 14,713 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #525.

SeaCrest Wealth Management first reported a position in WDI in Q1 2023 and has held it in 15 quarters since. The position peaked at $248K in Q3 2025. 11 funds tracked by Wall St. Rank hold WDI as of Q3 2026.

  • SeaCrest Wealth Management held 14,713 shares of Western Asset Diversified Income Fund worth $174K as of Q3 2026.
  • SeaCrest Wealth Management bought 180 Western Asset Diversified Income Fund shares in Q3 2026, an estimated $2.33K.
  • Western Asset Diversified Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #525 holding.
  • SeaCrest Wealth Management first reported a position in Western Asset Diversified Income Fund in Q1 2023 and has held it in 15 quarters since.
  • SeaCrest Wealth Management's Western Asset Diversified Income Fund position peaked at $248K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.