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WDI

Western Asset Diversified Income Fund

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: 7166 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
51
Allie Family Office
Florida
$134K
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$111K +$113K +8,241 New
CA
53
CoreCap Advisors
Michigan
$108K +$110K +8,000 New
AF
54
Advisornet Financial
Minnesota
$60.7K -$13.9K -1,013 -18%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$57.7K -$17.6K -1,280 -23%
ACM
56
Anfield Capital Management
California
$52.5K
WA
57
WPG Advisers
Maryland
$34.2K +$1.66K +121 +5%
AF
58
Allworth Financial
California
$26.9K +$13.8K +1,000 +100%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$24.7K -$8.83K -642 -26%
ASN
60
Advisory Services Network
Georgia
$21.5K +$22K +1,600 New
MCM
61
MAI Capital Management
Ohio
$19K
NWMP
62
Noble Wealth Management PBC
Colorado
$13.4K +$13.8K +1,000 New
HI
63
Harbour Investments
Wisconsin
$9.27K
OCM
64
Osbon Capital Management
Massachusetts
$7.22K +$7.39K +537 New
HWP
65
Highline Wealth Partners
California
$2.85K +$371 +27 +15%
AssetMark Inc
66
AssetMark Inc
California
$2.49K
PIWA
67
Prevail Innovative Wealth Advisors
Kansas
-$1.88M -135,929 Closed
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
-$1.23M -88,811 Closed
LCM
69
Landscape Capital Management
New Jersey
-$744K -53,843 Closed
IWC
70
Integrated Wealth Concepts
Massachusetts
-$699K -50,596 Closed
Jane Street
71
Jane Street
New York
-$693K -50,172 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$410K -29,706 Closed
XT
73
XTX Topco
Cayman Islands
-$194K -14,052 Closed
S
74
SignatureFD
Georgia
-$67.1K -4,857 Closed
FFA
75
Farther Finance Advisors
California
-$20.7K -1,500 Closed

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.