WDI on NYSE

Western Asset Diversified Income Fund (WDI)

Fund registered in the United States, based in New York, active since 2020.

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Last updated Oct 18, 2026.

Overview

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  • TickerWDI on NYSE
  • HeadquartersNew York, United States
  • Incorporated inMD2
  • Business addressFranklin Templeton C/O Mitchell O'Brien, 280 Park Avenue, 8Th Floor, New York, Ny 100172

Leadership

Who has led Western Asset Diversified Income Fund (WDI), and when. Pick a name to see everywhere that person has worked.

Board members and other officers (12)

Former names

  • Western Asset Diversified Income FundJul 30, 2020 to Apr 10, 20242

Timeline

  1. Jul 27, 2020Founded Western Asset Diversified Income Fund (WDI) is founded15

Filings

81 filings to the SEC since October 2021: 1 major events, 22 insider forms, 1 large holders, 57 other. The latest 20:

  1. Sep 28, 20264 EDGAR
  2. Sep 11, 20263 EDGAR
  3. Sep 10, 20263 EDGAR
  4. Aug 28, 2026N-CSRS WESTERN ASSET DIVERSIFIED INCOME FUND - N-CSRS EDGAR
  5. Aug 26, 2026NPORT-P EDGAR
  6. Aug 19, 20264 EDGAR
  7. Aug 14, 2026N-PX EDGAR
  8. Aug 12, 20264 EDGAR
  9. May 28, 2026NPORT-P EDGAR
  10. Apr 23, 2026424B3 EDGAR
  11. Apr 7, 20263 EDGAR
  12. Mar 11, 2026N-CEN EDGAR
  13. Mar 9, 2026DEF 14A EDGAR
  14. Mar 2, 2026N-CSR WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - NCSR EDGAR
  15. Feb 23, 2026NPORT-P EDGAR
  16. Nov 25, 2025NPORT-P EDGAR
  17. Nov 20, 20254 EDGAR
  18. Aug 28, 20253 EDGAR
  19. Aug 26, 2025NPORT-P EDGAR
  20. Aug 26, 2025N-CSRS WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) EDGAR

The 81 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 1 such filings since October 2021:

  1. Nov 8, 2024SC 13G

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 66. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley4,349,002$59.0M0.0%−62,804
Wells Fargo & Company/mn945,389$12.8M0.0%−18,693
Raymond James Financial Inc742,919$10.1M0.0%+55,989
Hennion & Walsh Asset Management, Inc.475,973$6.5M0.2%+2,011
Bank Of America Corp /de/440,533$6.0M0.0%+13,161
Stifel Financial Corp261,626$3.5M0.0%+12,063
Royal Bank Of Canada244,675$3.3M0.0%+1,550
Guggenheim Capital LLC237,034$3.2M0.0%+17,577
LPL Financial LLC231,826$3.1M0.0%−13,916
First Trust Advisors LP193,456$2.6M0.0%+11,684
Jpmorgan Chase & Co188,343$2.6M0.0%+7,123
&partners184,965$2.5M0.0%−54,930
Rockefeller Capital Management L.P.82,102$1.1M0.0%No change
Advisors Asset Management, Inc.75,266$1.0M0.0%−104,825
Invesco Ltd.70,957$962.2K0.0%−36,864
Oppenheimer & Co Inc65,585$889.3K0.0%+5,963
NewEdge Advisors, LLC64,403$873.3K0.0%+27,243
Cetera Investment Advisers60,756$823.9K0.0%+8,376
Bramshill Investments, LLC47,408$642.9K0.0%+520
Baird Financial Group, Inc.47,317$641.6K0.0%+1,532
UBS Group AG37,651$510.5K0.0%−27
Evolve Private Wealth, LLC34,082$462.2K0.0%−3,687
Steward Partners Investment Advisory, LLC33,303$451.6K0.0%+633
Envestnet Asset Management Inc30,533$414.0K0.0%+1,338
HighTower Advisors, LLC29,000$393.2K0.0%New

13F reports cover disclosed long positions in U.S. stocks only.