S
WDI

SignatureFD’s Western Asset Diversified Income Fund WDI Stock Holding History

SignatureFD’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
-4,857
Closed -$67.1K – 3595
2025
Q4 		$67.1K Buy
4,857
+196
+4% +$2.82K ﹤0.01% 1495
2025
Q3 		$68.6K Sell
4,661
-4,718
-50% -$70.7K ﹤0.01% 1474
2025
Q2 		$139K Buy
9,379
+284
+3% +$4.06K ﹤0.01% 1079
2025
Q1 		$131K Buy
9,095
+179
+2% +$2.65K ﹤0.01% 1075
2024
Q4 		$127K Buy
8,916
+344
+4% +$5.17K ﹤0.01% 1110
2024
Q3 		$134K Buy
8,572
+250
+3% +$3.79K ﹤0.01% 1061
2024
Q2 		$120K Buy
8,322
+246
+3% +$3.54K ﹤0.01% 1080
2024
Q1 		$117K Buy
8,076
+236
+3% +$3.39K ﹤0.01% 1103
2023
Q4 		$111K Buy
7,840
+247
+3% +$3.27K ﹤0.01% 1054
2023
Q3 		$101K Buy
7,593
+222
+3% +$3.03K ﹤0.01% 1058
2023
Q2 		$99.3K Buy
7,371
+211
+3% +$2.81K ﹤0.01% 1059
2023
Q1 		$95.2K Buy
7,160
+197
+3% +$2.71K ﹤0.01% 1063
2022
Q4 		$88.4K Buy
6,963
+1,963
+39% +$25.3K ﹤0.01% 1067
2022
Q3 		$63K Hold
5,000
– – ﹤0.01% 1170
2022
Q2 		$69K Hold
5,000
– – ﹤0.01% 1146
2022
Q1 		$81K Hold
5,000
– – ﹤0.01% 1143
2021
Q4 		$92K Hold
5,000
– – ﹤0.01% 1061
2021
Q3 		$96K Hold
5,000
– – ﹤0.01% 994
2021
Q2 		$100K Buy
+5,000
New +$100K ﹤0.01% 956

Other funds holding WDI

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SignatureFD's WDI Position: Q1 2026 in Review

SignatureFD sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 4,857 shares — an estimated $67.1K sold.

SignatureFD first reported a position in WDI in Q2 2021 and held it in 19 quarters. The position peaked at $139K in Q2 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

  • SignatureFD reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
  • SignatureFD sold 4,857 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $67.1K.
  • SignatureFD first reported a position in Western Asset Diversified Income Fund in Q2 2021 and held it in 19 quarters.
  • SignatureFD's Western Asset Diversified Income Fund position peaked at $139K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.