WESTERN ASSET DIVERSIFIED IN WDI
COM SHS BEN INT · Closed-End Fund · CUSIP 95790K109
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.56.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 47 |
| Q4 2022 | 52 |
| Q1 2023 | 56 |
| Q2 2023 | 56 |
| Q3 2023 | 53 |
| Q4 2023 | 53 |
| Q1 2024 | 59 |
| Q2 2024 | 61 |
| Q3 2024 | 56 |
| Q4 2024 | 64 |
| Q1 2025 | 70 |
| Q2 2025 | 70 |
| Q3 2025 | 65 |
| Q4 2025 | 71 |
| Q1 2026 | 66 |
| Q2 2026 | 66 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 26 | 30 |
| Q4 2024 | 35 | 19 |
| Q1 2025 | 42 | 24 |
| Q2 2025 | 39 | 30 |
| Q3 2025 | 30 | 30 |
| Q4 2025 | 35 | 29 |
| Q1 2026 | 39 | 29 |
| Q2 2026 | 41 | 22 |
Biggest buyers
| Penserra Capital Management LLC | Added | +56.1k |
| RAYMOND JAMES FINANCIAL INC | Added | +56.0k |
| HighTower Advisors, LLC | New | +29.0k |
| JANE STREET GROUP, LLC | New | +28.4k |
| NewEdge Advisors, LLC | Added | +27.2k |
| XTX Topco Ltd | New | +22.4k |
| GUGGENHEIM CAPITAL LLC | Added | +17.6k |
| BANK OF AMERICA CORP /DE/ | Added | +13.2k |
| STIFEL FINANCIAL CORP | Added | +12.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +11.8k |
Biggest sellers
| SIT INVESTMENT ASSOCIATES INC | Sold out | -214.5k |
| Shaker Financial Services, LLC | Reduced | -131.9k |
| Advisors Asset Management, Inc. | Reduced | -104.8k |
| MORGAN STANLEY | Reduced | -62.8k |
| &PARTNERS | Reduced | -54.9k |
| READYSTATE ASSET MANAGEMENT LP | Sold out | -45.8k |
| Invesco Ltd. | Reduced | -36.9k |
| CITADEL ADVISORS LLC | Sold out | -19.7k |
| WELLS FARGO & COMPANY/MN | Reduced | -18.7k |
| LPL Financial LLC | Reduced | -13.9k |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $11.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $20.0k | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $91.1k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $300.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-24 | Buchanan Michael Carlton Co-CIO/Subadviser | Bought | $59.4k5.0k shares |
| 2026-08-10 | Kumar Nisha Director | Sold | $118.1k9.0k shares |
| 2026-08-10 | Kumar Nisha Director · Trustee | Sold | $91.7k7.0k shares |
| 2026-08-10 | Kumar Nisha Director | Sold | $90.8k6.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 4.3m $59.0m | Reduced -62.8k |
| Penserra Capital Management LLC 0.15% of their portfolio | 1.5m $19.9m | Added +56.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 945.4k $12.8m | Reduced -18.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 742.9k $10.1m | Added +56.0k |
| Hennion & Walsh Asset Management, Inc. 0.18% of their portfolio | 476.0k $6.5m | Added +2.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 440.5k $6.0m | Added +13.2k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 273.0k $3.7m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 261.6k $3.5m | Added +12.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 244.7k $3.3m | Added +1.6k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 237.0k $3.2m | Added +17.6k |
| LPL Financial LLC 0.00% of their portfolio | 231.8k $3.1m | Reduced -13.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 193.5k $2.6m | Added +11.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 188.3k $2.6m | Added +7.1k |
| &PARTNERS 0.01% of their portfolio | 185.0k $2.5m | Reduced -54.9k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 82.1k $1.1m | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 81.2k $1.1m | Added +8.0k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 75.3k $1.0m | Reduced -104.8k |
| Invesco Ltd. 0.00% of their portfolio | 71.0k $962.2k | Reduced -36.9k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 65.6k $889.3k | Added +6.0k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 64.4k $873.3k | Added +27.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 60.8k $823.9k | Added +8.4k |
| Bramshill Investments, LLC 0.05% of their portfolio | 47.4k $642.9k | Added +520 |
| Baird Financial Group, Inc. 0.00% of their portfolio | 47.3k $641.6k | Added +1.5k |
| UBS Group AG 0.00% of their portfolio | 37.7k $510.5k | Reduced -27 |
| EVOLVE PRIVATE WEALTH, LLC 0.03% of their portfolio | 34.1k $462.2k | Reduced -3.7k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 33.3k $451.6k | Added +633 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 30.5k $414.0k | Added +1.3k |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.0k $393.2k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 28.4k $384.9k | New |
| Closed-End Fund Advisors, Inc. 0.33% of their portfolio | 25.3k $342.9k | Added +822 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 25.1k $340.0k | Added +11.8k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 24.4k $330.9k | Added +1.6k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 24.0k $325.4k | Reduced -3.0k |
| COFG Advisors, LLC 0.05% of their portfolio | 22.5k $304.6k | Added +717 |
| XTX Topco Ltd 0.00% of their portfolio | 22.4k $303.2k | New |
| Centurion Wealth Management LLC 0.07% of their portfolio | 21.6k $293.3k | Added +80 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 20.0k $271.8k | Added +2.5k |
| Shaker Financial Services, LLC 0.08% of their portfolio | 19.6k $265.6k | Reduced -131.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 19.2k $260.8k | Added +4.7k |
| Private Advisor Group, LLC 0.00% of their portfolio | 16.0k $216.6k | Added +506 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 15.0k $203.5k | First filing |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 14.6k $198.0k | Reduced -8.0k |
| SeaCrest Wealth Management, LLC 0.02% of their portfolio | 14.5k $197.1k | Reduced -1.1k |
| BlackRock, Inc. 0.00% of their portfolio | 14.4k $195.5k | Reduced -127 |
| Mariner, LLC 0.00% of their portfolio | 13.4k $181.7k | Reduced -939 |
| Sovran Advisors, LLC 0.01% of their portfolio | 11.9k $154.8k | Added +1.1k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio | 11.9k $160.8k | Unchanged |
| Merit Financial Group, LLC 0.00% of their portfolio | 11.3k $152.7k | Added +514 |
| Focus Financial Network, Inc. 0.00% of their portfolio | 10.6k $144.2k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 10.3k $139.9k | Added +23 |
| Allie Family Office LLC 0.05% of their portfolio | 10.0k $135.6k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 8.4k $113.4k | Added +122 |
| CoreCap Advisors, LLC 0.00% of their portfolio | 7.6k $102.5k | Reduced -440 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 4.5k $61.3k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 4.5k $61.0k | Added +2.5k |
| Clear Street Group Inc. 0.00% of their portfolio | 4.4k $59.9k | New |
| Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio | 4.3k $58.4k | Added +14 |
| WPG Advisers, LLC 0.02% of their portfolio | 2.5k $34.0k | Reduced -39 |
| Noble Wealth Management PBC 0.01% of their portfolio | 1.7k $23.1k | Added +700 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 690 $9.4k | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 661 $9.0k | New |
| Osbon Capital Management LLC 0.01% of their portfolio | 571 $7.7k | Added +34 |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 212 $2.9k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 185 $2.5k | Unchanged |
| Decker Retirement Planning Inc. 0.00% of their portfolio | 100 $1.4k | New |
| BESSEMER GROUP INC 0.00% of their portfolio | 87 $1.0k | New |