Vault-13

WESTERN ASSET DIVERSIFIED IN WDI

COM SHS BEN INT · Closed-End Fund · CUSIP 95790K109

66 institutional holders +0 vs Q1 2026
11,444,03711.4m shares reported held*
$155.2mreported value*
8 new 33 added 16 reduced 6 sold out net sold ≈ $5.2m (-380.0k shares)

* 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

0255075Q3 22: 47Q4 22: 52Q1 23: 56Q2 23: 56Q3 23: 53Q4 23: 53Q1 24: 59Q2 24: 61Q3 24: 56Q4 24: 64Q1 25: 70Q2 25: 70Q3 25: 65Q4 25: 71Q1 26: 66Q2 26: 6666Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202247
Q4 202252
Q1 202356
Q2 202356
Q3 202353
Q4 202353
Q1 202459
Q2 202461
Q3 202456
Q4 202464
Q1 202570
Q2 202570
Q3 202565
Q4 202571
Q1 202666
Q2 202666

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 26 bought or addedQ3 24: 30 cut or sold outQ4 24: 35 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 24 cut or sold outQ2 25: 39 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 30 cut or sold outQ4 25: 35 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 29 cut or sold outQ2 26: 41 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242630
Q4 20243519
Q1 20254224
Q2 20253930
Q3 20253030
Q4 20253529
Q1 20263929
Q2 20264122

Biggest buyers

Penserra Capital Management LLC Added +56,063+56.1k
RAYMOND JAMES FINANCIAL INC Added +55,989+56.0k
HighTower Advisors, LLC New +29,000+29.0k
JANE STREET GROUP, LLC New +28,388+28.4k
NewEdge Advisors, LLC Added +27,243+27.2k
XTX Topco Ltd New +22,359+22.4k
GUGGENHEIM CAPITAL LLC Added +17,577+17.6k
BANK OF AMERICA CORP /DE/ Added +13,161+13.2k
STIFEL FINANCIAL CORP Added +12,063+12.1k
Cambridge Investment Research Advisors, Inc. Added +11,754+11.8k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Sold out -214,483-214.5k
Shaker Financial Services, LLC Reduced -131,882-131.9k
Advisors Asset Management, Inc. Reduced -104,825-104.8k
MORGAN STANLEY Reduced -62,804-62.8k
&PARTNERS Reduced -54,930-54.9k
READYSTATE ASSET MANAGEMENT LP Sold out -45,820-45.8k
Invesco Ltd. Reduced -36,864-36.9k
CITADEL ADVISORS LLC Sold out -19,729-19.7k
WELLS FARGO & COMPANY/MN Reduced -18,693-18.7k
LPL Financial LLC Reduced -13,916-13.9k

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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$11.0k0——
Q3 20250—0——
Q4 20251$20.0k0——
Q1 20260—1$91.1k—
Q2 20260—0——
Q3 20260—1$300.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-24 Buchanan Michael Carlton Co-CIO/Subadviser Bought 5,000 $11.88 $59.4k5.0k shares +33%
2026-08-10 Kumar Nisha Director Sold 9,000 $13.12 $118.1k9.0k shares -100%
2026-08-10 Kumar Nisha Director · Trustee Sold 6,975 $13.15 $91.7k7.0k shares -34%
2026-08-10 Kumar Nisha Director Sold 6,912 $13.13 $90.8k6.9k shares -51%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,349,0024.3m $59.0m $59.0m 0.00% Reduced -62.8k -62,804
2 Penserra Capital Management LLC 0.15% of their portfolio ORINDA, CA 1,469,0191.5m $19.9m $19.9m 0.15% Added +56.1k +56,063
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 945,389945.4k $12.8m $12.8m 0.00% Reduced -18.7k -18,693
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 742,919742.9k $10.1m $10.1m 0.00% Added +56.0k +55,989
5 Hennion & Walsh Asset Management, Inc. 0.18% of their portfolio Parsippany, NJ 475,973476.0k $6.5m $6.5m 0.18% Added +2.0k +2,011
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 440,533440.5k $6.0m $6.0m 0.00% Added +13.2k +13,161
7 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 272,993273.0k $3.7m $3.7m 0.01% Unchanged
8 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 261,626261.6k $3.5m $3.5m 0.00% Added +12.1k +12,063
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 244,675244.7k $3.3m $3.3m 0.00% Added +1.6k +1,550
10 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 237,034237.0k $3.2m $3.2m 0.02% Added +17.6k +17,577
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 231,826231.8k $3.1m $3.1m 0.00% Reduced -13.9k -13,916
12 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 193,456193.5k $2.6m $2.6m 0.00% Added +11.7k +11,684
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 188,343188.3k $2.6m $2.6m 0.00% Added +7.1k +7,123
14 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 184,965185.0k $2.5m $2.5m 0.01% Reduced -54.9k -54,930
15 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 82,10282.1k $1.1m $1.1m 0.00% Unchanged
16 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 81,22081.2k $1.1m $1.1m 0.00% Added +8.0k +8,000
17 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 75,26675.3k $1.0m $1.0m 0.02% Reduced -104.8k -104,825
18 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 70,95771.0k $962.2k $962.2k 0.00% Reduced -36.9k -36,864
19 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 65,58565.6k $889.3k $889.3k 0.01% Added +6.0k +5,963
20 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 64,40364.4k $873.3k $873.3k 0.00% Added +27.2k +27,243
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 60,75660.8k $823.9k $823.9k 0.00% Added +8.4k +8,376
22 Bramshill Investments, LLC 0.05% of their portfolio NAPLES, FL 47,40847.4k $642.9k $642.9k 0.05% Added +520 +520
23 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 47,31747.3k $641.6k $641.6k 0.00% Added +1.5k +1,532
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 37,65137.7k $510.5k $510.5k 0.00% Reduced -27 -27
25 EVOLVE PRIVATE WEALTH, LLC 0.03% of their portfolio LOS ANGELES, CA 34,08234.1k $462.2k $462.2k 0.03% Reduced -3.7k -3,687
26 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 33,30333.3k $451.6k $451.6k 0.00% Added +633 +633
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,53330.5k $414.0k $414.0k 0.00% Added +1.3k +1,338
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 29,00029.0k $393.2k $393.2k 0.00% New
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,38828.4k $384.9k $384.9k 0.00% New
30 Closed-End Fund Advisors, Inc. 0.33% of their portfolio RICHMOND, VA 25,28725.3k $342.9k $342.9k 0.33% Added +822 +822
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,07025.1k $340.0k $340.0k 0.00% Added +11.8k +11,754
32 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 24,40324.4k $330.9k $330.9k 0.00% Added +1.6k +1,626
33 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 24,00024.0k $325.4k $325.4k 0.00% Reduced -3.0k -3,000
34 COFG Advisors, LLC 0.05% of their portfolio OAK BROOK, IL 22,46522.5k $304.6k $304.6k 0.05% Added +717 +717
35 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 22,35922.4k $303.2k $303.2k 0.00% New
36 Centurion Wealth Management LLC 0.07% of their portfolio Mclean, VA 21,63121.6k $293.3k $293.3k 0.07% Added +80 +80
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,04620.0k $271.8k $271.8k 0.00% Added +2.5k +2,530
38 Shaker Financial Services, LLC 0.08% of their portfolio Arlington, VA 19,58419.6k $265.6k $265.6k 0.08% Reduced -131.9k -131,882
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,23119.2k $260.8k $260.8k 0.00% Added +4.7k +4,684
40 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,97716.0k $216.6k $216.6k 0.00% Added +506 +506
41 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 15,00915.0k $203.5k $203.5k 0.00% First filing
42 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 14,60914.6k $198.0k $198.0k 0.01% Reduced -8.0k -8,000
43 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 14,53314.5k $197.1k $197.1k 0.02% Reduced -1.1k -1,054
44 BlackRock, Inc. 0.00% of their portfolio New York, NY 14,41614.4k $195.5k $195.5k 0.00% Reduced -127 -127
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,39613.4k $181.7k $181.7k 0.00% Reduced -939 -939
46 Sovran Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 11,86511.9k $154.8k $154.8k 0.01% Added +1.1k +1,150
47 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio EDINA, MN 11,85511.9k $160.8k $160.8k 0.01% Unchanged
48 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 11,26211.3k $152.7k $152.7k 0.00% Added +514 +514
49 Focus Financial Network, Inc. 0.00% of their portfolio MINNEAPOLIS, MN 10,63110.6k $144.2k $144.2k 0.00% New
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,31410.3k $139.9k $139.9k 0.00% Added +23 +23
51 Allie Family Office LLC 0.05% of their portfolio MIAMI, FL 10,00010.0k $135.6k $135.6k 0.05% Unchanged
52 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,3638.4k $113.4k $113.4k 0.00% Added +122 +122
53 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7,5607.6k $102.5k $102.5k 0.00% Reduced -440 -440
54 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 4,5174.5k $61.3k $61.3k 0.00% Unchanged
55 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,5004.5k $61.0k $61.0k 0.00% Added +2.5k +2,500
56 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 4,4144.4k $59.9k $59.9k 0.00% New
57 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 4,3064.3k $58.4k $58.4k 0.01% Added +14 +14
58 WPG Advisers, LLC 0.02% of their portfolio BALTIMORE, MD 2,5042.5k $34.0k $34.0k 0.02% Reduced -39 -39
59 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 1,7001.7k $23.1k $23.1k 0.01% Added +700 +700
60 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 690690 $9.4k $9.4k 0.00% Unchanged
61 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 661661 $9.0k $9.0k 0.00% New
62 Osbon Capital Management LLC 0.01% of their portfolio BOSTON, MA 571571 $7.7k $7.7k 0.01% Added +34 +34
63 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 212212 $2.9k $2.9k 0.00% Unchanged
64 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 185185 $2.5k $2.5k 0.00% Unchanged
65 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 100100 $1.4k $1.4k 0.00% New
66 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 8787 $1.0k $1.0k 0.00% New