Western Asset DiversWDI
13F holders, Q1 2026 (March 31)66holders −5
8new positions
10sold out
1famous investor
$13.43avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding Western Asset Divers Inc. (WDI) in their 13F filings, down 5 from Q4 2025. 8 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($59.3M), Penserra Capital Management LLC ($19.0M) and Wells Fargo & Company ($13.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Asset Divers Inc.
- CUSIP
- 95790K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $835K |
| Exits | 10 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 636,699 shares bought and 803,798 shares sold, net −167,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Add +1.4% | 4,411,806 | $59.3M |
| Penserra Capital Management LLC | 0.22% | Reduce -3.8% | 1,412,956 | $19.0M |
| Wells Fargo & Company | 0.00% | Add +5.4% | 964,082 | $13.0M |
| Raymond James Financial Inc. | 0.00% | Add +29.3% | 686,930 | $9.2M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +5.8% | 473,962 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 427,372 | $5.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 272,993 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +15.8% | 249,563 | $3.4M |
| LPL Financial LLC | 0.00% | Add +41.6% | 245,742 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +9.0% | 243,125 | $3.3M |
| &partners | 0.02% | Add +6.7% | 239,895 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Add +12.7% | 219,457 | $2.9M |
| Sit Investment Associates Inc. | 0.06% | Add +11.9% | 214,483 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +11.0% | 181,772 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -37.7% | 180,091 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 181,220 | $2.4M |
| Shaker Financial Services, LLC | 0.71% | Add +13.7% | 151,466 | $2.0M |
| Invesco Ltd. | 0.00% | Reduce -12.3% | 107,821 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 82,102 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +45.8% | 73,220 | $984K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.4% | 59,622 | $801K |
| Cetera Investment Advisers | 0.00% | Add +20.8% | 52,380 | $704K |
| Bramshill Investments, LLC | 0.05% | Reduce -0.6% | 46,888 | $630K |
| Readystate Asset Management LP | 0.06% | Reduce -78.2% | 45,820 | $616K |
| Baird Financial Group, Inc. | 0.00% | Add +4.7% | 45,785 | $615K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -1.0% | 37,769 | $508K |
| UBS Group AG | 0.00% | Reduce -11.2% | 37,678 | $506K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 37,160 | $499K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32,670 | $439K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.8% | 29,195 | $392K |
| Sanctuary Advisors, LLC | 0.00% | Add +42.1% | 27,000 | $363K |
| Closed-End Fund Advisors, Inc. | 0.33% | Reduce -10.5% | 24,465 | $329K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -14.3% | 24,000 | $323K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.0% | 22,777 | $306K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.2% | 22,609 | $304K |
| COFG Advisors, LLC | 0.07% | Reduce -30.4% | 21,748 | $292K |
| Centurion Wealth Management LLC | 0.07% | Add +0.0% | 21,551 | $290K |
| Citadel Advisors | 0.00% | New | 19,729 | $265K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 17,516 | $235K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -4.3% | 15,587 | $209K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 15,471 | $208K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 14,547 | $196K |
| BlackRock, Inc. | 0.00% | Add +0.9% | 14,543 | $195K |
| Mariner, LLC | 0.00% | Add +6.5% | 14,335 | $189K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 13,316 | $179K |
| Punch & Associates Investment Management, Inc. | 0.01% | New | 11,855 | $159K |
| Sovran Advisors, LLC | 0.01% | New | 10,715 | $150K |
| Merit Financial Group, LLC | 0.00% | Add +2.3% | 10,748 | $144K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 10,291 | $138K |
| Allie Family Office LLC | 0.06% | No change | 10,000 | $134K |
| Lido Advisors, LLC | 0.00% | Reduce -1.2% | 10,000 | $134K |
| Fifth Third Bancorp | 0.00% | New | 8,241 | $111K |
| CoreCap Advisors, LLC | 0.00% | New | 8,000 | $108K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -18.3% | 4,517 | $61K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -23.0% | 4,292 | $58K |
| Anfield Capital Management, LLC | 0.01% | No change | 3,906 | $52K |
| WPG Advisers, LLC | 0.03% | Add +5.0% | 2,543 | $34K |
| Allworth Financial LP | 0.00% | Add +100.0% | 2,000 | $27K |
| Cwm, LLC | 0.00% | Reduce -25.9% | 1,835 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 1,600 | $22K |
| MAI Capital Management | 0.00% | No change | 1,410 | $19K |
| Noble Wealth Management PBC | 0.01% | New | 1,000 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 690 | $9K |
| Osbon Capital Management LLC | 0.01% | New | 537 | $7K |
| Highline Wealth Partners LLC | 0.00% | Add +14.6% | 212 | $3K |
| Assetmark, Inc. | 0.00% | No change | 185 | $2K |
"% of holder's portfolio" is WDI's weight in each manager's 13F, not the share of Western Asset Divers Inc. the manager owns.