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Disclosery

WDI WESTERN ASSET DIVERSIFIED IN

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COM SHS BEN INT (fund), issuer CIK 1819559

71 managers (71 13F filers) reported a position in WDI shares at 2025-12-31, 12,031,642 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
71
13F filers
71
New
12
Added
24
Reduced
20
Sold out
8
Shares held by filers
12,031,642

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY4,350,906$60.1M<0.01%-331,47313F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,468,516$20.3M0.24%+135,89513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN914,476$12.6M<0.01%-154,17013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC531,289$7.34M<0.01%+435,68513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.447,851$6.18M0.21%-11,06513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/430,240$5.94M<0.01%-3,62813F-HRTimelineGroup
Advisors Asset Management, Inc.289,051$3.99M0.07%-109,05313F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.272,993$3.77M0.01%013F-HRTimelineGroup
&PARTNERS224,817$3.1M0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,980$3.08M<0.01%+5,13313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP215,582$2.98M<0.01%+16,60313F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP210,479$2.91M0.13%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC194,802$2.69M0.02%+18,66313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC191,637$2.65M0.05%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO176,359$2.44M<0.01%+65013F-HRTimelineGroup
LPL Financial LLC173,591$2.4M<0.01%-3,79813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP163,755$2.26M<0.01%+12,01013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC135,929$1.88M0.34%+2,26113F-HRTimeline
Shaker Financial Services, LLC133,212$1.86M0.59%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.122,917$1.7M<0.01%-44,12113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management88,811$1.23M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,102$1.13M<0.01%013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,395$820K0.01%+2,71713F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…53,843$744K0.05%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC50,596$699K0.01%+7,17413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…50,220$694K<0.01%+18,22013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,172$693K<0.01%+12,55813F-HRTimelineGroup
Bramshill Investments, LLC47,185$652K0.04%+32013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,734$604K<0.01%+10,85913F-HRTimelineGroup
Cetera Investment Advisers43,374$599K<0.01%-39113F-HRTimeline
UBS Group AGin group UBS Group AG42,416$586K<0.01%-5,81213F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC38,137$532K0.03%13F-HRTimeline
NewEdge Advisors, LLC35,505$490K<0.01%+11,14713F-HRTimeline
Steward Partners Investment Advisory, L…32,670$451K<0.01%013F-HRTimeline
COFG Advisors, LLC31,264$432K0.11%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,706$410K<0.01%+19,41113F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC28,000$387K0.01%-2,00013F-HRTimeline
Closed-End Fund Advisors, Inc.27,348$378K0.22%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,786$342K<0.01%-23813F-HRTimelineGroup
WEDBUSH SECURITIES INC23,109$319K0.01%-1,55013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,905$303K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC21,549$298K0.07%+413F-HRTimeline
Sanctuary Advisors, LLC19,000$262K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,016$249K<0.01%+2,00013F-HRTimelineGroup
SeaCrest Wealth Management, LLC16,283$224K0.02%-31013F-HRTimeline
Private Advisor Group, LLC14,978$207K<0.01%+60413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,778$204K<0.01%-256,61313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,416$199K<0.01%+7,43613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd14,052$194K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC13,860$191K<0.01%+12,15013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,463$186K<0.01%-2,43413F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,666$175K<0.01%-28,78313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,125$150K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC10,507$145K<0.01%-57113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,268$142K<0.01%-1,79113F-HRTimelineGroup
COMERICA BANK10,087$139K<0.01%-10613F-HRTimeline
Allie Family Office LLC10,000$138K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,572$76.9K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,530$76.4K<0.01%+40113F-HRTimeline
SIGNATUREFD, LLC4,857$67.1K<0.01%+19613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,906$53.9K0.02%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,477$34K<0.01%+4613F-HRTimelineGroup
WPG Advisers, LLC2,422$33.4K0.02%-20213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,800$24.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,500$20.7K<0.01%013F-HRTimeline
MAI Capital Management1,410$19.5K<0.01%new13F-HRTimeline
Allworth Financial LP1,000$13.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.690$9.53K<0.01%013F-HRTimeline
SageView Advisory Group, LLC400$5.52K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC185$2.56K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC185$2.56K<0.01%013F-HRTimeline