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Disclosery

WDI WESTERN ASSET DIVERSIFIED IN

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COM SHS BEN INT (fund), issuer CIK 1819559

66 managers (66 13F filers) reported a position in WDI shares at 2026-03-31, 11,838,796 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
66
13F filers
66
New
8
Added
31
Reduced
19
Sold out
10
Shares held by filers
11,838,796

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY4,411,806$59.3M<0.01%+60,90013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,412,956$19M0.22%-55,56013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN964,082$13M<0.01%+49,60613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC686,930$9.23M<0.01%+155,64113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.473,962$6.37M0.21%+26,11113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/427,372$5.74M<0.01%-2,86813F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.272,993$3.67M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP249,563$3.35M<0.01%+33,98113F-HRTimelineGroup
LPL Financial LLC245,742$3.3M<0.01%+72,15113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,125$3.27M<0.01%+20,14513F-HRTimelineGroup
&PARTNERS239,895$3.22M0.02%+15,07813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC219,457$2.95M0.02%+24,65513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC214,483$2.88M0.06%+22,84613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP181,772$2.44M<0.01%+18,01713F-HRTimelineGroup
Advisors Asset Management, Inc.180,091$2.42M0.04%-108,96013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO181,220$2.37M<0.01%+4,86113F-HR/ATimelineGroup
Shaker Financial Services, LLC151,466$2.04M0.71%+18,25413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.107,821$1.45M<0.01%-15,09613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,102$1.1M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,220$984K<0.01%+23,00013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,622$801K0.01%+22713F-HRTimelineGroup
Cetera Investment Advisers52,380$704K<0.01%+9,00613F-HRTimeline
Bramshill Investments, LLC46,888$630K0.05%-29713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP45,820$616K0.04%-164,65913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,785$615K<0.01%+2,05113F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC37,769$508K0.03%-36813F-HRTimeline
UBS Group AGin group UBS Group AG37,678$506K<0.01%-4,73813F-HRTimelineGroup
NewEdge Advisors, LLC37,160$499K<0.01%+1,65513F-HR/ATimeline
Steward Partners Investment Advisory, L…32,670$439K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,195$392K<0.01%+4,40913F-HRTimelineGroup
Sanctuary Advisors, LLC27,000$363K<0.01%+8,00013F-HRTimeline
Closed-End Fund Advisors, Inc.24,465$329K0.33%-2,88313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,000$323K0.01%-4,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,777$306K<0.01%+87213F-HRTimelineGroup
WEDBUSH SECURITIES INC22,609$304K0.01%-50013F-HRTimeline
COFG Advisors, LLC21,748$292K0.07%-9,51613F-HRTimeline
Centurion Wealth Management LLC21,551$290K0.07%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,729$265K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,516$235K<0.01%-50013F-HRTimelineGroup
SeaCrest Wealth Management, LLC15,587$209K0.02%-69613F-HRTimeline
Private Advisor Group, LLC15,471$208K<0.01%+49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,547$196K<0.01%-23113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,543$195K<0.01%+12713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,335$189K<0.01%+87213F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,316$179K<0.01%+65013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…11,855$159K0.01%new13F-HRTimeline
Sovran Advisors, LLC10,715$150K0.01%new13F-HRTimeline
Merit Financial Group, LLC10,748$144K<0.01%+24113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,291$138K<0.01%+2313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,000$134K<0.01%-12513F-HRTimelineGroup
Allie Family Office LLC10,000$134K0.06%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,241$111K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC8,000$108K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4,517$60.7K<0.01%-1,01313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,292$57.7K0.01%-1,28013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,906$52.5K0.01%013F-HRTimelineGroup
WPG Advisers, LLC2,543$34.2K0.03%+12113F-HRTimeline
Allworth Financial LP2,000$26.9K<0.01%+1,00013F-HRTimeline
CWM, LLCin group CWM, LLC1,835$24.7K<0.01%-64213F-HRTimelineGroup
Advisory Services Network, LLC1,600$21.5K<0.01%new13F-HRTimeline
MAI Capital Management1,410$19K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,000$13.4K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.690$9.27K<0.01%013F-HRTimeline
Osbon Capital Management LLC537$7.22K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC212$2.85K<0.01%+2713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC185$2.49K<0.01%013F-HRTimelineGroup