NEW YORK, NY
WESTERN ASSET DIVERSIFIED INCOME FUND (WDI)WDI— Latest position per institution from SEC 13F filings
15
Institutional holders
12.32M
Total shares held
141.08M
Estimated value
615.97K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
4.35M
Value
58.97M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.47M
Value
19.92K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
945.39K
Value
12.82M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
742.92K
Value
10.07M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
672.10K
Value
8.90M
Filed
Sep 30, 2023
FRANKLIN RESOURCES INC
CIK 38777
Shares
500K
Value
7.22M
Filed
Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
475.97K
Value
6.45M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
440.53K
Value
5.97M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
272.99K
Value
3.70K
Filed
Jun 30, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
262.13K
Value
3.86M
Filed
Sep 30, 2025
STIFEL FINANCIAL CORP
CIK 720672
Shares
261.63K
Value
3.55M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
244.68K
Value
3.32M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
240.37K
Value
3.18M
Filed
Sep 30, 2023
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
237.03K
Value
3.21M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
231.83K
Value
3.14M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
214.48K
Value
2.88K
Filed
Mar 31, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
193.46K
Value
2.62M
Filed
Jun 30, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
190.94K
Value
2.53M
Filed
Sep 30, 2023
JPMORGAN CHASE & CO
CIK 19617
Shares
188.34K
Value
2.55M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
186.63K
Value
2.67M
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 4.35M | 58.97M | Jun 30, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.47M | 19.92K | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 945.39K | 12.82M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 742.92K | 10.07M | Jun 30, 2026 |
| 5 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 672.10K | 8.90M | Sep 30, 2023 |
| 6 | FRANKLIN RESOURCES INC | 38777 | 500K | 7.22M | Mar 31, 2024 |
| 7 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 475.97K | 6.45M | Jun 30, 2026 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 440.53K | 5.97M | Jun 30, 2026 |
| 9 | COHEN & STEERS, INC. | 1284812 | 272.99K | 3.70K | Jun 30, 2026 |
| 10 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 262.13K | 3.86M | Sep 30, 2025 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 261.63K | 3.55M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 244.68K | 3.32M | Jun 30, 2026 |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 240.37K | 3.18M | Sep 30, 2023 |
| 14 | GUGGENHEIM CAPITAL LLC | 1283072 | 237.03K | 3.21M | Jun 30, 2026 |
| 15 | LPL FINANCIAL LLC | 1403438 | 231.83K | 3.14M | Jun 30, 2026 |
| 16 | SIT INVESTMENT ASSOCIATES INC | 769317 | 214.48K | 2.88K | Mar 31, 2026 |
| 17 | FIRST TRUST ADVISORS LP | 1125816 | 193.46K | 2.62M | Jun 30, 2026 |
| 18 | ADVISOR PARTNERS II, LLC | 1954015 | 190.94K | 2.53M | Sep 30, 2023 |
| 19 | JPMORGAN CHASE & CO | 19617 | 188.34K | 2.55M | Jun 30, 2026 |
| 20 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 186.63K | 2.67M | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.