DOSSIER · 13F Holders · Q2 2026
WDI

WESTERN ASSET DIVERSIFIED IN

72 institutions still hold WESTERN ASSET DIVERSIFIED IN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95790K109·72 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$149M
visible holders
Holders
72
filers reporting
Concentration
39.54%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

72 institutions reported WDI in Q2 2026. MORGAN STANLEY leads at 39.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$59M4.3M0.00%Q2 2026
02
Penserra Capital Management LLC
CIK 0001593324
$19M1.4M0.22%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M945K0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M743K0.00%Q2 2026
05
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$6M476K0.18%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M441K0.00%Q2 2026
07
COHEN & STEERS, INC.
CIK 0001284812
$4M273K0.01%Q1 2026
08
STIFEL FINANCIAL CORP
CIK 0000720672
$4M262K0.00%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$3M245K0.00%Q2 2026
10
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M237K0.02%Q2 2026
11
LPL Financial LLC
CIK 0001403438
$3M232K0.00%Q2 2026
12
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$3M210K0.12%Q4 2025
13
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$3M214K0.06%Q1 2026
14
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M193K0.00%Q2 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$3M188K0.00%Q2 2026
16
&PARTNERS
CIK 0000107136
$3M185K0.01%Q2 2026
17
Advisors Asset Management, Inc.
CIK 0001297376
$2M180K0.04%Q1 2026
18
Rockefeller Capital Management L.P.
CIK 0001739439
$1M82K0.00%Q2 2026
19
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$984K73K0.00%Q1 2026
20
Invesco Ltd.
CIK 0000914208
$962K71K0.00%Q2 2026
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Insiders at WESTERN ASSET DIVERSIFIED IN
Kumar NishaSale Hillary AGrillo AnthonyCronin Daniel P