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Disclosery

WDI WESTERN ASSET DIVERSIFIED IN

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COM SHS BEN INT (common), issuer CIK 1819559

66 managers (66 13F filers) reported a position in WDI shares at 2026-06-30, 11,431,502 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
8
Added
32
Reduced
17
Sold out
6
Shares held by filers
11,431,502

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,349,002$59M<0.01%-62,80413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,469,019$19.9M0.15%+56,06313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN945,389$12.8M<0.01%-18,69313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC742,919$10.1M<0.01%+55,98913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.475,973$6.45M0.18%+2,01113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/440,533$5.97M<0.01%+13,16113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.272,993$3.7M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP261,626$3.55M<0.01%+12,06313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA244,675$3.32M<0.01%+1,55013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC237,034$3.21M0.02%+17,57713F-HRTimelineGroup
LPL Financial LLC231,826$3.14M<0.01%-13,91613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP193,456$2.62M<0.01%+11,68413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO188,343$2.55M<0.01%+7,12313F-HRTimelineGroup
&PARTNERS184,965$2.51M0.01%-54,93013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,102$1.11M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…81,220$1.1M<0.01%+8,00013F-HRTimelineGroup
Advisors Asset Management, Inc.75,266$1.02M0.02%-104,82513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.70,957$962K<0.01%-36,86413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,585$889K0.01%+5,96313F-HRTimelineGroup
NewEdge Advisors, LLC64,403$873K<0.01%+27,24313F-HRTimeline
Cetera Investment Advisers60,756$824K<0.01%+8,37613F-HRTimeline
Bramshill Investments, LLC47,408$643K0.05%+52013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,317$642K<0.01%+1,53213F-HRTimelineGroup
UBS Group AGin group UBS Group AG37,651$511K<0.01%-2713F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC34,082$462K0.03%-3,68713F-HRTimeline
Steward Partners Investment Advisory, L…33,303$452K<0.01%+63313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,533$414K<0.01%+1,33813F-HRTimelineGroup
HighTower Advisors, LLC29,000$393K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,388$385K<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.25,287$343K0.33%+82213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,403$331K<0.01%+1,62613F-HRTimelineGroup
Sanctuary Advisors, LLC24,000$325K<0.01%-3,00013F-HRTimeline
COFG Advisors, LLC22,465$305K0.05%+71713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd22,359$303K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC21,631$293K0.07%+8013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,046$272K<0.01%+2,53013F-HRTimelineGroup
Shaker Financial Services, LLC19,584$266K0.08%-131,88213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,231$261K<0.01%+4,68413F-HRTimeline
Private Advisor Group, LLC15,977$217K<0.01%+50613F-HRTimeline
Global Retirement Partners, LLC15,009$204K<0.01%13F-HRTimeline
WEDBUSH SECURITIES INC14,609$198K0.01%-8,00013F-HRTimeline
SeaCrest Wealth Management, LLC14,533$197K0.02%-1,05413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,416$195K<0.01%-12713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,396$182K<0.01%-93913F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,535$170K<0.01%-78113F-HR/ATimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…11,855$161K0.01%013F-HRTimeline
Sovran Advisors, LLC11,865$155K0.01%+1,15013F-HRTimeline
Merit Financial Group, LLC11,262$153K<0.01%+51413F-HR/ATimeline
Focus Financial Network, Inc.10,631$144K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,314$140K<0.01%+2313F-HRTimelineGroup
Allie Family Office LLC10,000$136K0.05%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,363$113K<0.01%+12213F-HRTimelineGroup
CoreCap Advisors, LLC7,560$103K<0.01%-44013F-HRTimeline
AdvisorNet Financial, Inc4,517$61.3K<0.01%013F-HRTimeline
Allworth Financial LP4,500$61K<0.01%+2,50013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.4,414$59.9K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,306$58.4K0.01%+1413F-HRTimeline
WPG Advisers, LLC2,504$34K0.02%-3913F-HRTimeline
Noble Wealth Management PBC1,700$23.1K0.01%+70013F-HRTimeline
HARBOUR INVESTMENTS, INC.690$9.36K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.661$8.96K<0.01%new13F-HRTimeline
Osbon Capital Management LLC571$7.74K0.01%+3413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC212$2.88K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC185$2.51K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.100$1.36K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC87$1K<0.01%new13F-HRTimelineGroup