NEW YORK, NY
WESTERN ASSET DIVERSIFIED INCOME FUND (WDI)WDI— Latest position per institution from SEC 13F filings
15
Institutional holders
12.30M
Total shares held
140.52M
Estimated value
614.82K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
4.41M
Value
59.29M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.41M
Value
18.99K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
964.08K
Value
12.96M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
686.93K
Value
9.23M
Filed
Mar 31, 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
473.96K
Value
6.37M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
427.37K
Value
5.74M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
272.99K
Value
3.67K
Filed
Mar 31, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
262.13K
Value
3.86M
Filed
Sep 30, 2025
STIFEL FINANCIAL CORP
CIK 720672
Shares
249.56K
Value
3.35M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
245.74K
Value
3.30M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
243.13K
Value
3.27M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
240.37K
Value
3.18M
Filed
Sep 30, 2023
&PARTNERS
CIK 107136
Shares
239.90K
Value
3.22M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
219.46K
Value
2.95M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
214.48K
Value
2.88K
Filed
Mar 31, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
190.94K
Value
2.53M
Filed
Sep 30, 2023
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
186.63K
Value
2.67M
Filed
Mar 31, 2024
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
181.77K
Value
2.44M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 4.41M | 59.29M | Mar 31, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.41M | 18.99K | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 964.08K | 12.96M | Mar 31, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 686.93K | 9.23M | Mar 31, 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 | 473.96K | 6.37M | Mar 31, 2026 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 427.37K | 5.74M | Mar 31, 2026 |
| 9 | COHEN & STEERS, INC. | 1284812 | 272.99K | 3.67K | Mar 31, 2026 |
| 10 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 262.13K | 3.86M | Sep 30, 2025 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 249.56K | 3.35M | Mar 31, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 245.74K | 3.30M | Mar 31, 2026 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 243.13K | 3.27M | Mar 31, 2026 |
| 14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 240.37K | 3.18M | Sep 30, 2023 |
| 15 | &PARTNERS | 107136 | 239.90K | 3.22M | Mar 31, 2026 |
| 16 | GUGGENHEIM CAPITAL LLC | 1283072 | 219.46K | 2.95M | Mar 31, 2026 |
| 17 | SIT INVESTMENT ASSOCIATES INC | 769317 | 214.48K | 2.88K | Mar 31, 2026 |
| 18 | ADVISOR PARTNERS II, LLC | 1954015 | 190.94K | 2.53M | Sep 30, 2023 |
| 19 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 186.63K | 2.67M | Mar 31, 2024 |
| 20 | FIRST TRUST ADVISORS LP | 1125816 | 181.77K | 2.44M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.