Who owns WDI?
Institutional ownership of Western Asset Diversified Income Fund from Form 13F, Q2 2026
66 institutional managers reported holding Western Asset Diversified Income Fund (WDI) in Form 13F filings for Q2 2026, with 11,444,037 shares worth $155M. The largest reported holder was Morgan Stanley. Managers that filed both quarters cut a net 380,027 shares (-3.2%). 8 opened new positions and 6 sold out.
- Funds holding
- 66
- Value held
- $155M
- New / sold out
- 8 / 6
- Net shares, same filers
- -3.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of WDI
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $59.0M | 38.0% | 4,349,002 | Trimmed |
| Penserra Capital Management LLC | $19.9M | 12.8% | 1,469,019 | Added |
| Wells Fargo & Company | $12.8M | 8.3% | 945,389 | Trimmed |
| Raymond James Financial Inc | $10.1M | 6.5% | 742,919 | Added |
| Hennion & Walsh Asset Management, Inc. | $6.5M | 4.2% | 475,973 | Added |
| Bank of America Corp | $6.0M | 3.8% | 440,533 | Added |
| Cohen & Steers, Inc. | $3.7M | 2.4% | 272,993 | Unchanged |
| Stifel Financial Corp | $3.5M | 2.3% | 261,626 | Added |
| Royal Bank of Canada | $3.3M | 2.1% | 244,675 | Added |
| Guggenheim Capital LLC | $3.2M | 2.1% | 237,034 | Added |
| LPL Financial LLC | $3.1M | 2.0% | 231,826 | Trimmed |
| First Trust Advisors LP | $2.6M | 1.7% | 193,456 | Added |
| JPMorgan Chase & Co | $2.6M | 1.6% | 188,343 | Added |
| &partners | $2.5M | 1.6% | 184,965 | Trimmed |
| Rockefeller Capital Management L.P. | $1.1M | 0.7% | 82,102 | Unchanged |
| Thrivent Financial for Lutherans | $1.1M | 0.7% | 81,220 | Added |
| Advisors Asset Management, Inc. | $1.0M | 0.7% | 75,266 | Trimmed |
| Invesco Ltd. | $962K | 0.6% | 70,957 | Trimmed |
| Oppenheimer & Co Inc | $889K | 0.6% | 65,585 | Added |
| NewEdge Advisors, LLC | $873K | 0.6% | 64,403 | Added |
| Cetera Investment Advisers | $824K | 0.5% | 60,756 | Added |
| Bramshill Investments, LLC | $643K | 0.4% | 47,408 | Added |
| Baird Financial Group, Inc. | $642K | 0.4% | 47,317 | Added |
| UBS Group AG | $511K | 0.3% | 37,651 | Unchanged |
| Evolve Private Wealth, LLC | $462K | 0.3% | 34,082 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 11,444,037 WDI shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Penserra Capital Management LLC Added+$760K
- Raymond James Financial Inc Added+$759K
- HighTower Advisors, LLC New+$393K
- Jane Street Group, LLC New+$385K
- NewEdge Advisors, LLC Added+$369K
- XTX Topco Ltd New+$303K
- Guggenheim Capital LLC Added+$238K
- Bank of America Corp Added+$178K
- Stifel Financial Corp Added+$164K
- Cambridge Investment Research Advisors, Inc. Added+$159K
Biggest sellers in Q2 2026
- Sit Investment Associates Inc Sold out-$2.9M
- Shaker Financial Services, LLC Trimmed-$1.8M
- Advisors Asset Management, Inc. Trimmed-$1.4M
- Morgan Stanley Trimmed-$852K
- &partners Trimmed-$745K
- Readystate Asset Management LP Sold out-$616K
- Invesco Ltd. Trimmed-$500K
- Citadel Advisors LLC Sold out-$265K
- Wells Fargo & Company Trimmed-$253K
- LPL Financial LLC Trimmed-$189K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $4.8M and sold $9.9M; 33 added and 15 trimmed.
Questions about WDI ownership
- Who owns WDI stock?
- 66 institutional investment managers reported WDI positions in their Form 13F filings for Q2 2026, holding 11,444,037 shares worth $155M in total. Morgan Stanley reported the largest position.
- Are funds buying or selling WDI?
- In Q2 2026, 8 managers opened new WDI positions, 33 added, 15 trimmed and 6 sold out. Managers that filed in both quarters sold a net 380,027 shares.
- How current is this WDI institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to WDI by CUSIP. Options are left out. WDI news and filings · WDI insider trades · Top funds