SWM
WDI

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
Q2 		$197K Sell
14,533
-1,054
-7% -$14.3K 0.02% 531
2026
Q1 		$209K Sell
15,587
-696
-4% -$9.57K 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% -$9.76K 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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SeaCrest Wealth Management's WDI Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Western Asset Diversified Income Fund (WDI) stake by 6.8% in Q2 2026, selling an estimated $14.3K and leaving 14,533 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #531.

SeaCrest Wealth Management first reported a position in WDI in Q1 2023 and has held it in 14 quarters since. The position peaked at $248K in Q3 2025. 10 funds tracked by Wall St. Rank hold WDI as of Q2 2026.

  • SeaCrest Wealth Management held 14,533 shares of Western Asset Diversified Income Fund worth $197K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,054 Western Asset Diversified Income Fund shares in Q2 2026, an estimated $14.3K.
  • Western Asset Diversified Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #531 holding.
  • SeaCrest Wealth Management first reported a position in Western Asset Diversified Income Fund in Q1 2023 and has held it in 14 quarters since.
  • SeaCrest Wealth Management's Western Asset Diversified Income Fund position peaked at $248K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.