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WDI

Western Asset Diversified Income Fund

71 hedge funds and large institutions have $166M invested in Western Asset Diversified Income Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% more funds holding

Funds holding: 6571 (+6)

0.76% more ownership

Funds ownership: 22.47%23.23% (+0.76%)

3% less capital invested

Capital invested by funds: $171M → $166M (-$4.99M)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$694K +$262K +18,220 +57%
Jane Street
27
Jane Street
New York
$693K +$180K +12,558 +33%
BI
28
Bramshill Investments
Florida
$652K +$4.6K +320 +0.7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$604K +$156K +10,859 +33%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$599K -$5.62K -391 -0.9%
UBS Group
31
UBS Group
Switzerland
$586K -$83.5K -5,812 -12%
EPW
32
Evolve Private Wealth
California
$532K +$548K +38,137 New
NA
33
NewEdge Advisors
Louisiana
$490K +$160K +11,147 +46%
SPIA
34
Steward Partners Investment Advisory
New York
$451K
CA
35
COFG Advisors
Illinois
$432K +$449K +31,264 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$410K +$279K +19,411 +189%
JSW
37
Journey Strategic Wealth
New Jersey
$387K -$28.7K -2,000 -7%
CEFA
38
Closed-End Fund Advisors
Virginia
$378K +$393K +27,348 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$342K -$3.42K -238 -1%
WS
40
Wedbush Securities
California
$319K -$22.3K -1,550 -6%
CIA
41
Concurrent Investment Advisors
Florida
$303K +$315K +21,905 New
CWM
42
Centurion Wealth Management
Virginia
$298K +$57 +4 +0%
SA
43
Sanctuary Advisors
Indiana
$262K +$273K +19,000 New
Osaic Holdings
44
Osaic Holdings
Arizona
$249K +$28.7K +2,000 +12%
SWM
45
SeaCrest Wealth Management
New York
$224K -$4.46K -310 -2%
PAG
46
Private Advisor Group
New Jersey
$207K +$8.68K +604 +4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$204K -$3.69M -256,613 -95%
BlackRock
48
BlackRock
New York
$199K +$107K +7,436 +107%
XT
49
XTX Topco
Cayman Islands
$194K +$202K +14,052 New
GRP
50
Global Retirement Partners
California
$191K +$175K +12,150 +711%

WDI Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2025, worth a combined $166M — down 2.9% from $171M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDI positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $6.26M. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 71 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $166M of Western Asset Diversified Income Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 15 funds opened new Western Asset Diversified Income Fund positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $6.26M added.
  • The largest Western Asset Diversified Income Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q4 2025.