Who Owns WESTERN ASSET DIVERSIFIED IN (WDI)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $155.0M of WESTERN ASSET DIVERSIFIED IN (WDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($59.0M), Penserra Capital Management LLC ($19.9M), WELLS FARGO & COMPANY/MN ($12.8M), RAYMOND JAMES FINANCIAL INC ($10.1M), Hennion & Walsh Asset Management, Inc. ($6.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $59.0M | 4.3M | Trimmed |
| 2 | Penserra Capital Management LLC | $19.9M | 1.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $12.8M | 945,389 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.1M | 742,919 | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $6.5M | 475,973 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $6.0M | 440,533 | Added |
| 7 | COHEN & STEERS, INC. | $3.7M | 272,993 | Hold |
| 8 | STIFEL FINANCIAL CORP | $3.5M | 261,626 | Added |
| 9 | Royal Bank of Canada | $3.3M | 244,675 | Added |
| 10 | GUGGENHEIM CAPITAL LLC | $3.2M | 237,034 | Added |
| 11 | LPL Financial LLC | $3.1M | 231,826 | Trimmed |
| 12 | FIRST TRUST ADVISORS LP | $2.6M | 193,456 | Added |
| 13 | JPMORGAN CHASE & CO | $2.6M | 188,343 | Added |
| 14 | &PARTNERS | $2.5M | 184,965 | Trimmed |
| 15 | Rockefeller Capital Management L.P. | $1.1M | 82,102 | Hold |
| 16 | Thrivent Financial for Lutherans | $1.1M | 81,220 | Added |
| 17 | Advisors Asset Management, Inc. | $1.0M | 75,266 | Trimmed |
| 18 | Invesco Ltd. | $962,177 | 70,957 | Trimmed |
| 19 | OPPENHEIMER & CO INC | $889,333 | 65,585 | Added |
| 20 | NewEdge Advisors, LLC | $873,299 | 64,403 | Added |
| 21 | Cetera Investment Advisers | $823,851 | 60,756 | Added |
| 22 | Bramshill Investments, LLC | $642,852 | 47,408 | Added |
| 23 | Baird Financial Group, Inc. | $641,619 | 47,317 | Added |
| 24 | UBS Group AG | $510,548 | 37,651 | Trimmed |
| 25 | EVOLVE PRIVATE WEALTH, LLC | $462,157 | 34,082 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30