Who owns Western Asset Diversified Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WDI from SEC Form 13F filings across 67 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 67 institutions disclosed 11.4M shares of Western Asset Diversified Income Fund worth $129.9M — about 22% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$129.9M
value, 2026 filers
22%
of shares outstanding (11.4M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WDI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.3M | $59.0M | 0.0% | 8.4% | -1.4% |
| 2 | Penserra Capital Management LLC | 1.5M | $19,919 | 0.2% | 2.8% | +4.0% |
| 3 | WELLS FARGO & COMPANY/MN | 945,389 | $12.8M | 0.0% | 1.8% | -1.9% |
| 4 | RAYMOND JAMES FINANCIAL INC | 742,919 | $10.1M | 0.0% | 1.4% | +8.2% |
| 5 | Hennion & Walsh Asset Management, Inc. | 475,973 | $6.5M | 0.2% | 0.9% | +0.4% |
| 6 | BANK OF AMERICA CORP /DE/ | 440,533 | $6.0M | 0.0% | 0.8% | +3.1% |
| 7 | COHEN & STEERS, INC. | 272,993 | $3,702 | 0.0% | 0.5% | 0.0% |
| 8 | STIFEL FINANCIAL CORP | 261,626 | $3.5M | 0.0% | 0.5% | +4.8% |
| 9 | ROYAL BANK OF CANADA | 244,675 | $3.3M | 0.0% | 0.5% | +0.6% |
| 10 | GUGGENHEIM CAPITAL LLC | 237,034 | $3.2M | 0.0% | 0.5% | +8.0% |
| 11 | LPL Financial LLC | 231,826 | $3.1M | 0.0% | 0.4% | -5.7% |
| 12 | FIRST TRUST ADVISORS LP | 193,456 | $2.6M | 0.0% | 0.4% | +6.4% |
| 13 | JPMORGAN CHASE & CONEW | 188,343 | $2.6M | 0.0% | 0.4% | new |
| 14 | &PARTNERS | 184,965 | $2.5M | 0.0% | 0.4% | -22.9% |
| 15 | Rockefeller Capital Management L.P. | 82,102 | $1.1M | 0.0% | 0.2% | 0.0% |
| 16 | Thrivent Financial for Lutherans | 81,220 | $1,102 | 0.0% | 0.2% | +10.9% |
| 17 | Advisors Asset Management, Inc. | 75,266 | $1.0M | 0.0% | 0.1% | -58.2% |
| 18 | Invesco Ltd. | 70,957 | $962,177 | 0.0% | 0.1% | -34.2% |
| 19 | OPPENHEIMER & CO INC | 65,585 | $889,333 | 0.0% | 0.1% | +10.0% |
| 20 | NewEdge Advisors, LLC | 64,403 | $873,299 | 0.0% | 0.1% | +73.3% |
| 21 | Cetera Investment Advisers | 60,756 | $823,851 | 0.0% | 0.1% | +16.0% |
| 22 | Bramshill Investments, LLC | 47,408 | $642,852 | 0.0% | 0.1% | +1.1% |
| 23 | Baird Financial Group, Inc. | 47,317 | $641,619 | 0.0% | 0.1% | +3.3% |
| 24 | UBS Group AG | 37,651 | $510,548 | 0.0% | 0.1% | -0.1% |
| 25 | EVOLVE PRIVATE WEALTH, LLC | 34,082 | $462,157 | 0.0% | 0.1% | -9.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.