WDI on NYSE
Western Asset Diversified Income Fund (WDI)
Fund registered in the United States, based in New York, active since 2020.
Price unavailable
Last updated Oct 18, 2026.
Overview
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)
- Treasurer/Princ Finl OfficerChristopher Berarducci Jun 29, 2021 to Jun 29, 20213
- Board memberAnthony Grillo Nov 21, 2024 to now4
- Board memberHillary A. Sale Nov 21, 2024 to now5
- Board memberPeter Daniel Charles Mason Nov 22, 2024 to Nov 22, 20246
- Board memberCarol L. Colman Jun 29, 2021 to Jun 29, 20217
- Board memberDaniel P. Cronin Jun 29, 2021 to Jun 24, 20248
- Board memberEileen A. Kamerick Jun 29, 2021 to Jun 29, 20219
- Board memberNisha Kumar Jun 29, 2021 to now10
- Board memberPaolo M. Cucchi Jun 29, 2021 to Jun 29, 202111
- Board memberRobert D. Agdern Aug 16, 2021 to Aug 16, 202112
- General counselOliveira Marc De Sep 13, 2023 to Sep 13, 202313
- General counselGeorge P. Hoyt Jun 29, 2021 to Jun 29, 202114
Former names
- Western Asset Diversified Income FundJul 30, 2020 to Apr 10, 20242
Timeline
- 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:
- Sep 28, 20264 EDGAR
- Sep 11, 20263 EDGAR
- Sep 10, 20263 EDGAR
- Aug 28, 2026N-CSRS WESTERN ASSET DIVERSIFIED INCOME FUND - N-CSRS EDGAR
- Aug 26, 2026NPORT-P EDGAR
- Aug 19, 20264 EDGAR
- Aug 14, 2026N-PX EDGAR
- Aug 12, 20264 EDGAR
- May 28, 2026NPORT-P EDGAR
- Apr 23, 2026424B3 EDGAR
- Apr 7, 20263 EDGAR
- Mar 11, 2026N-CEN EDGAR
- Mar 9, 2026DEF 14A EDGAR
- Mar 2, 2026N-CSR WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - NCSR EDGAR
- Feb 23, 2026NPORT-P EDGAR
- Nov 25, 2025NPORT-P EDGAR
- Nov 20, 20254 EDGAR
- Aug 28, 20253 EDGAR
- Aug 26, 2025NPORT-P EDGAR
- 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:
- 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.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 4,349,002 | $59.0M | 0.0% | −62,804 |
| Wells Fargo & Company/mn | 945,389 | $12.8M | 0.0% | −18,693 |
| Raymond James Financial Inc | 742,919 | $10.1M | 0.0% | +55,989 |
| Hennion & Walsh Asset Management, Inc. | 475,973 | $6.5M | 0.2% | +2,011 |
| Bank Of America Corp /de/ | 440,533 | $6.0M | 0.0% | +13,161 |
| Stifel Financial Corp | 261,626 | $3.5M | 0.0% | +12,063 |
| Royal Bank Of Canada | 244,675 | $3.3M | 0.0% | +1,550 |
| Guggenheim Capital LLC | 237,034 | $3.2M | 0.0% | +17,577 |
| LPL Financial LLC | 231,826 | $3.1M | 0.0% | −13,916 |
| First Trust Advisors LP | 193,456 | $2.6M | 0.0% | +11,684 |
| Jpmorgan Chase & Co | 188,343 | $2.6M | 0.0% | +7,123 |
| &partners | 184,965 | $2.5M | 0.0% | −54,930 |
| Rockefeller Capital Management L.P. | 82,102 | $1.1M | 0.0% | No change |
| Advisors Asset Management, Inc. | 75,266 | $1.0M | 0.0% | −104,825 |
| Invesco Ltd. | 70,957 | $962.2K | 0.0% | −36,864 |
| Oppenheimer & Co Inc | 65,585 | $889.3K | 0.0% | +5,963 |
| NewEdge Advisors, LLC | 64,403 | $873.3K | 0.0% | +27,243 |
| Cetera Investment Advisers | 60,756 | $823.9K | 0.0% | +8,376 |
| Bramshill Investments, LLC | 47,408 | $642.9K | 0.0% | +520 |
| Baird Financial Group, Inc. | 47,317 | $641.6K | 0.0% | +1,532 |
| UBS Group AG | 37,651 | $510.5K | 0.0% | −27 |
| Evolve Private Wealth, LLC | 34,082 | $462.2K | 0.0% | −3,687 |
| Steward Partners Investment Advisory, LLC | 33,303 | $451.6K | 0.0% | +633 |
| Envestnet Asset Management Inc | 30,533 | $414.0K | 0.0% | +1,338 |
| HighTower Advisors, LLC | 29,000 | $393.2K | 0.0% | New |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4SEC EDGARAnthony Grillo, Board member
- 5SEC EDGARHillary A. Sale, Board member
- 6
- 7SEC EDGARCarol L. Colman, Board member
- 8SEC EDGARDaniel P. Cronin, Board member
- 9SEC EDGAREileen A. Kamerick, Board member
- 10SEC EDGARNisha Kumar, Board member
- 11SEC EDGARPaolo M. Cucchi, Board member
- 12SEC EDGARRobert D. Agdern, Board member
- 13SEC EDGAROliveira Marc De, General counsel
- 14SEC EDGARGeorge P. Hoyt, General counsel
- 15