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WDI

Western Asset Diversified Income Fund
WDI

66 hedge funds and large institutions have $159M invested in Western Asset Diversified Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

0.43% less ownership

Funds ownership: 23.23% → 22.81% (-0.43%)

4% less capital invested

Capital invested by funds: $166M → $159M (-$7.14M)

7% less funds holding

Funds holding: 71 → 66 (-5)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.14M
2
LPL Financial
LPL Financial
California
+$992K
3
Morgan Stanley
Morgan Stanley
New York
+$838K
4
Wells Fargo
Wells Fargo
California
+$682K
5
Stifel Financial
Stifel Financial
Missouri
+$467K

Top Sellers

Rank Fund Capital Flow
1
RAM
Readystate Asset Management
Illinois
-$2.26M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.88M
3
AAM
Advisors Asset Management
Colorado
-$1.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.23M
5
PCM
Penserra Capital Management
California
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
26
Evolve Private Wealth
California
$508K -$5.06K -368 -1%
UBS Group
27
UBS Group
Switzerland
$506K -$65.2K -4,738 -11%
NA
28
NewEdge Advisors
Louisiana
$499K +$22.8K +1,655 +5%
SPIA
29
Steward Partners Investment Advisory
New York
$439K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$392K +$60.6K +4,409 +18%
SA
31
Sanctuary Advisors
Indiana
$363K +$110K +8,000 +42%
CEFA
32
Closed-End Fund Advisors
Virginia
$329K -$39.7K -2,883 -11%
JSW
33
Journey Strategic Wealth
New Jersey
$323K -$55K -4,000 -14%
CIA
34
Concurrent Investment Advisors
Florida
$306K +$12K +872 +4%
WS
35
Wedbush Securities
California
$304K -$6.88K -500 -2%
CA
36
COFG Advisors
Illinois
$292K -$131K -9,516 -30%
CWM
37
Centurion Wealth Management
Virginia
$290K +$28 +2 +0%
Citadel Advisors
38
Citadel Advisors
Florida
$265K +$271K +19,729 New
Osaic Holdings
39
Osaic Holdings
Arizona
$235K -$6.88K -500 -3%
SWM
40
SeaCrest Wealth Management
New York
$209K -$9.57K -696 -4%
PAG
41
Private Advisor Group
New Jersey
$208K +$6.78K +493 +3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$196K -$3.18K -231 -2%
BlackRock
43
BlackRock
New York
$195K +$1.75K +127 +0.9%
Mariner
44
Mariner
Kansas
$189K +$12K +872 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$179K +$8.94K +650 +5%
PAIM
46
Punch & Associates Investment Management
Minnesota
$159K +$163K +11,855 New
SA
47
Sovran Advisors
California
$150K +$147K +10,715 New
MFG
48
Merit Financial Group
Georgia
$144K +$3.31K +241 +2%
Truist Financial
49
Truist Financial
North Carolina
$138K +$316 +23 +0.2%
Lido Advisors
50
Lido Advisors
California
$134K -$1.72K -125 -1%
1
2
3

WDI Hedge Fund Activity: Q1 2026 in Review

66 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q1 2026, worth a combined $159M — down 4.3% from $166M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WDI and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 31 added.

The largest buyer was Raymond James Financial, adding an estimated $2.14M. The largest seller was Readystate Asset Management, cutting an estimated $2.26M.

  • 66 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $159M of Western Asset Diversified Income Fund stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 8 funds opened new Western Asset Diversified Income Fund positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Diversified Income Fund buyer in Q1 2026 was Raymond James Financial, an estimated $2.14M added.
  • The largest Western Asset Diversified Income Fund seller in Q1 2026 was Readystate Asset Management, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2026.