Who Owns Western Asset Diversified Income Fund (WDI)?Hedge Fund & Institutional Holders

$13.38-0.04 (-0.30%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.184000600000049e+260T

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$12.85$13.57$14.29$15.01$15.73Aug 24Jun 25Mar 26

WDI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+448K+$6.2B
RAYMOND JAMES FINANCIAL INCIncreased+436K+$5.6B
Shaker Financial Services, LLCNew Position+133K+$1.9B
BALYASNY ASSET MANAGEMENT L.P.New Position+89K+$1.0B
OPPENHEIMER & CO INCNew Position+59K+$820.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+54K+$742.0M
WPG Advisers, LLCNew Position+2K+$33.0M
Penserra Capital Management LLCNew Position+1.5M+$20.0M
&PARTNERSNew Position+225K+$3.0M
READYSTATE ASSET MANAGEMENT LPNew Position+210K+$2.9M
SIT INVESTMENT ASSOCIATES INCNew Position+192K+$2.0M
AdvisorNet Financial, IncIncreased+401+$552K
COFG Advisors, LLCNew Position+31K+$431K
Closed-End Fund Advisors, Inc.New Position+27K+$377K
Concurrent Investment Advisors, LLCNew Position+22K+$302K

WDI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-154K-$4.7B
Polar Asset Management Partners Inc.Closed Position-262K-$3.9B
Advisors Asset Management, Inc.Decreased-109K-$2.9B
LPL Financial LLCDecreased-4K-$2.6B
Consolidated Portfolio Review CorpClosed Position-144K-$2.1B
Invesco Ltd.Decreased-44K-$761.1M
Cetera Investment AdvisersDecreased-391-$643.8M
JOURNEY STRATEGIC WEALTH LLCDecreased-2K-$441.3M
Mariner, LLCDecreased-2K-$233.9M
Laird Norton Wetherby Wealth Management, LLCClosed Position-11K-$167.7M
UBS Group AGDecreased-6K-$124.4M
Advisory Services Network, LLCClosed Position-7K-$97.1M
Newbridge Financial Services Group, Inc.Closed Position-3K-$36.8M
COMERICA BANKDecreased-106-$10.9M
MORGAN STANLEYDecreased-331K-$10.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hennion & Walsh Asset Management, Inc.447,851$6.2B0.21%Share
2WELLS FARGO & COMPANY/MN497,210$6.0B1.09%Share
3WELLS FARGO & COMPANY/MN417,266$5.0B0.91%Share
4BANK OF AMERICA CORP /DE/358,529$4.0B0.29%Share
5RAYMOND JAMES FINANCIAL INC306,981$4.0B1.24%Share
6RAYMOND JAMES FINANCIAL INC224,308$3.0B0.93%Share
7Advisors Asset Management, Inc.289,051$3.0B50.37%Share
8ROYAL BANK OF CANADA222,980$3.0B0.49%Share
9GUGGENHEIM CAPITAL LLC194,802$2.0B14.32%Share
10JPMORGAN CHASE & CO176,359$2.0B0.13%Share
11FIRST TRUST ADVISORS LP163,755$2.0B1.45%Share
12STIFEL FINANCIAL CORP215,582$2.0B1.80%Share
13PREVAIL INNOVATIVE WEALTH ADVISORS, LLC135,929$1.9B0.34%Share
14Shaker Financial Services, LLC133,212$1.9B0.59%Share
15Invesco Ltd.88,452$1.2B0.19%Share
16BALYASNY ASSET MANAGEMENT L.P.88,811$1.0B1.27%Share
17Rockefeller Capital Management L.P.82,102$1.0B1.80%Share
18OPPENHEIMER & CO INC59,395$820.0M11.64%Share
19Bramshill Investments, LLC47,185$651.0M0.04%Share
20UBS Group AG42,416$585.0M0.09%Share
21Invesco Ltd.34,465$475.0M0.07%Share
22LANDSCAPE CAPITAL MANAGEMENT, L.L.C.27,932$385.0M0.03%Share
23Centurion Wealth Management LLC21,549$297.0M0.07%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.15,681$216.0M0.01%Share
25LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,230$141.0M0.01%Share
26Allie Family Office LLC10,000$138.0M0.06%Share
27COMERICA BANK5,579$77.0M0.31%Share
28AdvisorNet Financial, Inc5,530$76.0M0.00%Share
29COMERICA BANK4,508$62.0M0.25%Share
30Anfield Capital Management, LLC3,906$53.0M0.02%Share
31MORGAN STANLEY2,644,320$36.0M0.00%Share
32WPG Advisers, LLC2,422$33.0M0.02%Share
33MORGAN STANLEY1,481,038$20.0M0.00%Share
34Farther Finance Advisors, LLC1,500$20.0M0.21%Share
35Penserra Capital Management LLC1,468,516$20.0M0.24%Share
36COHEN & STEERS, INC.272,993$3.8M0.01%Share
37&PARTNERS224,817$3.0M0.02%Share
38READYSTATE ASSET MANAGEMENT LP210,479$2.9M0.12%Share
39HIGHLINE WEALTH PARTNERS LLC185$2.0M0.00%Share
40ASSETMARK, INC185$2.0M0.00%Share
41SIT INVESTMENT ASSOCIATES INC191,637$2.0M0.04%Share
42MORGAN STANLEY195,720$2.0M0.00%Share
43LPL Financial LLC173,591$2.0M0.00%Share
44COFG Advisors, LLC31,264$431K0.11%Share
45Closed-End Fund Advisors, Inc.27,348$377K0.22%Share
46Concurrent Investment Advisors, LLC21,905$302K0.00%Share
47SeaCrest Wealth Management, LLC16,283$223K0.02%Share
48Merit Financial Group, LLC10,507$145K0.00%Share
49TRUIST FINANCIAL CORP10,268$141K0.00%Share
50SIGNATUREFD, LLC4,857$67K0.00%Share

WDI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$53.3B+18
Q3 202552$57.9B-9
Q2 202561$70.8B-7
Q1 202568$142.2B+8
Q4 202460$56.3B+19
Q3 202441$3.3T-7
Q2 202448$716.1B+5
Q1 202443$663.8B—

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As of Q4 2025, 50 institutional investors hold WDI (Western Asset Diversified Income Fund). The largest holder is Hennion & Walsh Asset Management, Inc. with $6.2B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own WDI?

As of Q4 2025, 50 institutional investors report holding WDI (Western Asset Diversified Income Fund) in their 13F filings.

Who is the largest institutional holder of WDI?

The largest institutional holder of WDI is Hennion & Walsh Asset Management, Inc. with $6.2B in shares.

Is institutional ownership of WDI increasing or decreasing?

This quarter, 13 institutions opened new positions in WDI and 5 closed their positions.