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WDI

Western Asset Diversified Income Fund

69 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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $169M → $174M (+$4.82M)

0.06% more ownership

Funds ownership: 22.54%22.6% (+0.06%)

0% more funds holding

Funds holding: 6969 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
69
Holders Change
Holders Change %
0%
% 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
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SignatureFD
Georgia
$139K +$4.06K +284 +3%
GWM
52
Geneos Wealth Management
Colorado
$100K +$81.6K +5,711 +556%
NFSG
53
Newbridge Financial Services Group
Florida
$70.4K +$67.7K +4,742 New
ACM
54
Anfield Capital Management
California
$58K
AF
55
Advisornet Financial
Minnesota
$50.3K +$22K +1,541 +83%
WA
56
WPG Advisers
Maryland
$42.4K -$11.4K -801 -22%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$33K +$343 +24 +1%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$26.7K
GRP
59
Global Retirement Partners
California
$22.3K +$21.4K +1,502 New
FFA
60
Farther Finance Advisors
California
$22.3K -$60K -4,202 -74%
FIA
61
FNY Investment Advisers
New York
$14K
HI
62
Harbour Investments
Wisconsin
$10.2K -$29.6K -2,073 -75%
PS
63
Principal Securities
Iowa
$5.94K +$5.71K +400 New
AF
64
Allworth Financial
California
$2.97K +$2.86K +200 New
AssetMark Inc
65
AssetMark Inc
California
$2.75K -$928 -65 -26%
GC
66
Garde Capital
Washington
$1.96K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.63K -$12.7K -890 -89%
DRP
68
Decker Retirement Planning
Utah
$1.48K +$1.43K +100 New
POIA
69
Pin Oak Investment Advisors
Texas
$1K +$1.43K +100 +400%
RAM
70
Readystate Asset Management
Illinois
-$1.13M -77,934 Closed
SFS
71
Shaker Financial Services
Virginia
-$626K -42,886 Closed
SIA
72
Sit Investment Associates
Minnesota
-$498K -34,485 Closed
Pathstone Holdings
73
Pathstone Holdings
New Jersey
-$195K -15,040 Closed
MC
74
Moors & Cabot
Massachusetts
-$188K -13,000 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$164K -11,360 Closed

WDI Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q2 2025, worth a combined $174M — up 2.9% from $169M a quarter earlier.

Fund positioning in WDI was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 21 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $3.45M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.

  • 69 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $174M of Western Asset Diversified Income Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 10 funds opened new Western Asset Diversified Income Fund positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $3.45M added.
  • The largest Western Asset Diversified Income Fund seller in Q2 2025 was Morgan Stanley, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2025.