Western Asset DiversWDI
13F holders, Q1 2025 (March 31)69holders +7
14new positions
7sold out
$14.46avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Western Asset Divers Inc. (WDI) in their 13F filings, up 7 from Q4 2024. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($75.4M), Penserra Capital Management LLC ($17.6M) and Wells Fargo & Company ($14.8M).
- Company
- Western Asset Divers Inc.
- CUSIP
- 95790K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.0M |
| Exits | 7 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 565,641 shares bought and 572,275 shares sold, net −6,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 5,220,376 | $75.4M |
| Penserra Capital Management LLC | 0.31% | Add +3.3% | 1,215,894 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 1,024,608 | $14.8M |
| Bank of America Corp. | 0.00% | Reduce -30.7% | 426,223 | $6.2M |
| Advisors Asset Management, Inc. | 0.11% | Reduce -5.2% | 406,952 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +24.5% | 331,067 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 272,993 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.3% | 236,315 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 221,050 | $3.2M |
| Invesco Ltd. | 0.00% | Add +4.3% | 219,748 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +15.1% | 212,244 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +8.0% | 162,830 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 148,201 | $2.1M |
| Consolidated Portfolio Review Corp | 0.33% | Reduce -0.3% | 144,211 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 125,134 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +46.4% | 106,500 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +13.8% | 97,208 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 88,177 | $1.3M |
| Readystate Asset Management LP | 0.10% | Add +128.0% | 77,934 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.3% | 62,102 | $897K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.6% | 59,048 | $853K |
| UBS Group AG | 0.00% | Reduce -35.6% | 51,883 | $750K |
| Journey Strategic Wealth LLC | 0.03% | Add +17.4% | 49,971 | $722K |
| Bramshill Investments, LLC | 0.07% | Add +0.1% | 48,060 | $694K |
| Shaker Financial Services, LLC | 0.24% | Reduce -48.4% | 42,886 | $626K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.4% | 43,041 | $622K |
| Hilltop Holdings Inc. | 0.04% | Reduce -3.0% | 38,947 | $563K |
| Integrated Wealth Concepts LLC | 0.01% | New | 36,721 | $531K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 36,556 | $528K |
| Sit Investment Associates Inc. | 0.01% | New | 34,485 | $498K |
| Robinson Capital Management, LLC | 0.20% | Reduce -14.9% | 34,150 | $493K |
| Thrivent Financial for Lutherans | 0.00% | Add +28.9% | 32,000 | $463K |
| Cetera Investment Advisers | 0.00% | Reduce -19.6% | 27,743 | $401K |
| BlackRock, Inc. | 0.00% | New | 24,539 | $355K |
| Mariner, LLC | 0.00% | Add +33.0% | 22,092 | $319K |
| Centurion Wealth Management LLC | 0.10% | No change | 22,002 | $314K |
| Wedbush Securities Inc. | 0.01% | Reduce -18.9% | 20,508 | $296K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.0% | 19,080 | $276K |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 18,419 | $266K |
| Jane Street Group, LLC | 0.00% | Add +8.8% | 17,284 | $250K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.0% | 15,623 | $226K |
| Polar Asset Management Partners Inc. | 0.01% | Reduce -77.6% | 15,153 | $219K |
| Lido Advisors, LLC | 0.00% | Add +40.6% | 14,060 | $205K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 13,533 | $196K |
| Pathstone Holdings, LLC | 0.00% | No change | 15,040 | $195K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,000 | $188K |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 12,350 | $178K |
| Susquehanna International Group, LLP | 0.00% | New | 11,360 | $164K |
| D.A. Davidson & Co. | 0.00% | New | 11,000 | $159K |
| Comerica Bank | 0.00% | Reduce -0.6% | 10,125 | $146K |
| Allie Family Office LLC | 0.08% | No change | 10,000 | $145K |
| Signaturefd, LLC | 0.00% | Add +2.0% | 9,095 | $131K |
| Elequin Capital, LP | 0.03% | Add +384.3% | 8,655 | $125K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,028 | $110K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.5% | 5,702 | $82K |
| MAI Capital Management | 0.00% | New | 5,000 | $72K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,906 | $56K |
| WPG Advisers, LLC | 0.05% | Add +123.1% | 3,661 | $53K |
| Harbour Investments, Inc. | 0.00% | New | 2,763 | $40K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 2,369 | $34K |
| Cwm, LLC | 0.00% | Add +36.7% | 2,192 | $32K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,851 | $27K |
| SVB Wealth LLC | 0.00% | New | 1,838 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,800 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,000 | $14K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,000 | $14K |
| Assetmark, Inc. | 0.00% | No change | 250 | $4K |
| Garde Capital, Inc. | 0.00% | New | 132 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 25 | $0 |
"% of holder's portfolio" is WDI's weight in each manager's 13F, not the share of Western Asset Divers Inc. the manager owns.