Western Asset DiversWDI
13F holders, Q4 2025 (December 31)71holders +6
12new positions
8sold out
$13.81avg. 13F price*
At the end of Q4 2025, 71 institutions reported holding Western Asset Divers Inc. (WDI) in their 13F filings, up 6 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($60.1M), Penserra Capital Management LLC ($20.3M) and Wells Fargo & Company ($12.6M).
- Company
- Western Asset Divers Inc.
- CUSIP
- 95790K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.3M |
| Exits | 8 | $6.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,697,281 shares bought and 1,387,271 shares sold, net +310,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Morgan Stanley | 0.00% | Reduce -7.1% | 4,350,906 | $60.1M |
| Penserra Capital Management LLC | 0.24% | Add +10.2% | 1,468,516 | $20.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.4% | 914,476 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Add +455.7% | 531,289 | $7.3M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Reduce -2.4% | 447,851 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 430,240 | $5.9M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -27.4% | 289,051 | $4.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 272,993 | $3.8M |
| &partners | 0.02% | New | 224,817 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 222,980 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +8.3% | 215,582 | $3.0M |
| Readystate Asset Management LP | 0.22% | New | 210,479 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +10.6% | 194,802 | $2.7M |
| Sit Investment Associates Inc. | 0.05% | New | 191,637 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 176,359 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 173,591 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +7.9% | 163,755 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.34% | Add +1.7% | 135,929 | $1.9M |
| Shaker Financial Services, LLC | 0.59% | New | 133,212 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -26.4% | 122,917 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 88,811 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 82,102 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.8% | 59,395 | $820K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 53,843 | $744K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.5% | 50,596 | $699K |
| Thrivent Financial for Lutherans | 0.00% | Add +56.9% | 50,220 | $694K |
| Jane Street Group, LLC | 0.00% | Add +33.4% | 50,172 | $693K |
| Bramshill Investments, LLC | 0.04% | Add +0.7% | 47,185 | $652K |
| Baird Financial Group, Inc. | 0.00% | Add +33.0% | 43,734 | $604K |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 43,374 | $599K |
| UBS Group AG | 0.00% | Reduce -12.1% | 42,416 | $586K |
| Evolve Private Wealth, LLC | 0.03% | — | 38,137 | $532K |
| NewEdge Advisors, LLC | 0.00% | Add +45.8% | 35,505 | $490K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32,670 | $451K |
| COFG Advisors, LLC | 0.11% | — | 31,264 | $432K |
| Susquehanna International Group, LLP | 0.00% | Add +188.6% | 29,706 | $410K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -6.7% | 28,000 | $387K |
| Closed-End Fund Advisors, Inc. | 0.22% | — | 27,348 | $378K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 24,786 | $342K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.3% | 23,109 | $319K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 21,905 | $303K |
| Centurion Wealth Management LLC | 0.07% | Add +0.0% | 21,549 | $298K |
| Sanctuary Advisors, LLC | 0.00% | New | 19,000 | $262K |
| Osaic Holdings, Inc. | 0.00% | Add +12.5% | 18,016 | $249K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -1.9% | 16,283 | $224K |
| Private Advisor Group, LLC | 0.00% | Add +4.2% | 14,978 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -94.5% | 14,778 | $204K |
| BlackRock, Inc. | 0.00% | Add +106.5% | 14,416 | $199K |
| XTX Topco Ltd | 0.01% | New | 14,052 | $194K |
| Global Retirement Partners, LLC | 0.00% | Add +710.5% | 13,860 | $191K |
| Mariner, LLC | 0.00% | Reduce -15.3% | 13,463 | $186K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -69.4% | 12,666 | $175K |
| Lido Advisors, LLC | 0.00% | No change | 10,125 | $150K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.2% | 10,507 | $145K |
| Truist Financial Corp. | 0.00% | Reduce -14.8% | 10,268 | $142K |
| Comerica Bank | 0.00% | Reduce -1.0% | 10,087 | $139K |
| Allie Family Office LLC | 0.06% | No change | 10,000 | $138K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 5,572 | $77K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.8% | 5,530 | $76K |
| Signaturefd, LLC | 0.00% | Add +4.2% | 4,857 | $67K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,906 | $54K |
| Cwm, LLC | 0.00% | Add +1.9% | 2,477 | $34K |
| WPG Advisers, LLC | 0.02% | Reduce -7.7% | 2,422 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,800 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,500 | $21K |
| MAI Capital Management | 0.00% | New | 1,410 | $19K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 690 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 400 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 185 | $3K |
| Assetmark, Inc. | 0.00% | No change | 185 | $3K |
"% of holder's portfolio" is WDI's weight in each manager's 13F, not the share of Western Asset Divers Inc. the manager owns.