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Disclosery

WDI WESTERN ASSET DIVERSIFIED IN

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COM SHS BEN INT (fund), issuer CIK 1819559

65 managers (65 13F filers) reported a position in WDI shares at 2025-09-30, 11,636,283 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
65
13F filers
65
New
5
Added
27
Reduced
19
Sold out
9
Shares held by filers
11,636,283

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY4,682,379$68.9M<0.01%-175,44113F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,332,621$19.6M0.23%+79,69413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,068,646$15.7M<0.01%+21,55313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.458,916$6.75M0.24%+22,63413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/433,868$6.38M<0.01%-4,60113F-HR/ATimelineGroup
Advisors Asset Management, Inc.398,104$5.86M0.1%-6,87813F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.272,993$4.02M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC271,391$3.99M0.01%-28,77913F-HRTimeline
Polar Asset Management Partners Inc.262,130$3.86M0.08%+5,12413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217,847$3.21M<0.01%+13,08213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,979$2.93M<0.01%+12,99413F-HRTimelineGroup
LPL Financial LLC177,389$2.61M<0.01%+24,34113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC176,139$2.59M0.02%+6,41013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175,709$2.58M<0.01%+31,95013F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.167,038$2.46M<0.01%-38,68513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP151,745$2.23M<0.01%+23,41413F-HRTimelineGroup
Consolidated Portfolio Review Corp143,619$2.11M0.27%+4,97913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC133,668$1.97M0.38%+23,98213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,604$1.41M<0.01%+24,89513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,102$1.21M<0.01%+20,00013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,678$834K0.01%-113F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,228$709K<0.01%-26,65013F-HRTimelineGroup
Bramshill Investments, LLC46,865$689K0.05%-1,11113F-HRTimeline
Cetera Investment Advisers43,765$644K<0.01%+12,99713F-HRTimeline
Integrated Wealth Concepts LLC43,422$639K0.01%+3,75713F-HRTimeline
Cambridge Investment Research Advisors,…41,449$610K<0.01%-2,60613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,614$553K<0.01%+2,12313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,875$484K<0.01%+1,00313F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,670$481K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,000$471K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC30,000$441K0.01%+8,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,024$368K<0.01%+1,55813F-HRTimelineGroup
WEDBUSH SECURITIES INC24,659$363K0.01%-50013F-HRTimeline
NewEdge Advisors, LLC24,358$358K<0.01%new13F-HRTimeline
Centurion Wealth Management LLC21,545$317K0.07%+213F-HRTimeline
SeaCrest Wealth Management, LLC16,593$248K0.03%+1,17013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,016$240K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,897$234K<0.01%-2,03113F-HRTimelineGroup
Private Advisor Group, LLC14,374$211K<0.01%+42013F-HRTimeline
HRT FINANCIAL LP13,084$192K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,059$177K<0.01%-28113F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…11,400$168K0.01%013F-HRTimeline
Merit Financial Group, LLC11,078$163K<0.01%-54213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,295$151K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,125$150K<0.01%-3,93513F-HRTimelineGroup
COMERICA BANK10,193$150K<0.01%-18013F-HRTimeline
Allie Family Office LLC10,000$147K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,980$103K<0.01%-19,73713F-HRTimelineGroup
Advisory Services Network, LLC6,600$97.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,129$75.4K<0.01%+1,73713F-HRTimeline
SIGNATUREFD, LLC4,661$68.6K<0.01%-4,71813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,906$57.5K0.02%013F-HRTimelineGroup
WPG Advisers, LLC2,624$38.6K0.03%-23613F-HRTimeline
NFSG Corp2,504$36.8K0.01%-2,23813F-HRTimeline
CWM, LLCin group CWM, LLC2,431$36K<0.01%+21513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,800$26.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,710$25.2K<0.01%+20813F-HRTimeline
Farther Finance Advisors, LLC1,500$22.1K<0.01%013F-HRTimeline
Allworth Financial LP1,000$14.7K<0.01%+80013F-HRTimeline
FNY Investment Advisers, LLC1,000$14K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.690$10.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC185$2.72K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC185$2.72K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC125$1.86K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.100$1.47K<0.01%013F-HRTimeline