WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

68 hedge funds and large institutions have $174M invested in Western Asset Diversified Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$3.81M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.47M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.46M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.13M
5
PCM
5
Penserra Capital Management
California
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
RAM
2
Readystate Asset Management
Illinois
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$2.76M
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72.1M 4,857,820 -362,556 -7%
PCM
2
Penserra Capital Management
California
$18.6M 1,252,927 +37,033 +3%
Wells Fargo
3
Wells Fargo
California
$15.5M 1,047,093 +22,485 +2%
Bank of America
4
Bank of America
North Carolina
$6.51M 438,469 +12,246 +3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.47M 436,282 +105,215 +32%
AAM
6
Advisors Asset Management
Colorado
$6.01M 404,982 -1,970 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.46M 300,170 +63,855 +27%
Cohen & Steers
8
Cohen & Steers
New York
$4.05M 272,993 – –
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$3.81M 257,006 +241,853 +1,596%
Invesco
10
Invesco
Georgia
$3.05M 205,723 -14,025 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.04M 204,765 -7,479 -4%
Stifel Financial
12
Stifel Financial
Missouri
$2.76M 185,985 -35,065 -16%
GC
13
Guggenheim Capital
Illinois
$2.52M 169,729 +6,899 +4%
LPL Financial
14
LPL Financial
California
$2.27M 153,048 +4,847 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.13M 143,759 +37,259 +35%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.06M 138,640 -5,571 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.9M 128,331 +3,197 +3%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$1.63M 109,686 +12,478 +13%
UBS Group
19
UBS Group
Switzerland
$1.11M 74,878 +22,995 +44%
Raymond James Financial
20
Raymond James Financial
Florida
$1.05M 70,709 -17,468 -20%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$922K 62,102 – –
OC
22
Oppenheimer & Co
New York
$841K 56,679 -2,369 -4%
BI
23
Bramshill Investments
Florida
$712K 47,976 -84 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$654K 44,055 +1,014 +2%
RCM
25
Robinson Capital Management
Michigan
$634K 42,740 +8,590 +25%
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