Western Asset Diversified Income Fund
Western Asset Diversified Income Fund (WDI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WDI · as of Sep 30, 2025
Ownership Breakdown
65
Institutional Holders
▼ 4 vs Q2
$171.18M
Total Inst. Value
▼ $2.49M vs Q2
51.91M
Shares Outstanding
freeFloat 0.00%
11.64M
13F Shares Held
▼ 66,521 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WDI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 4.68M | 9.04% | 9.04% | $68.88B | May 27, 2026 | ▼ 175.4K |
PENSERRA CAPITAL MANAGEMENT LLC | 1.33M | 2.57% | 2.57% | $19.60B | Nov 4, 2025 | ▲ 79.7K |
WELLS FARGO & COMPANY/MN | 1.07M | 2.06% | 2.06% | $15.72B | Nov 13, 2025 | ▲ 21.6K |
HENNION & WALSH ASSET MANAGEMENT, INC. | 458.9K | 88.60% | 88.60% | $6.75B | Oct 22, 2025 | ▲ 22.6K |
BANK OF AMERICA CORP /DE/ | 433.9K | 83.76% | 83.76% | $6.38B | Feb 3, 2026 | ▼ 4.6K |
ADVISORS ASSET MANAGEMENT, INC. | 398.1K | 76.86% | 76.86% | $5.86B | Nov 6, 2025 | ▼ 6.9K |
COHEN & STEERS, INC. | 273.0K | 52.70% | 52.70% | $4.02B | Nov 14, 2025 | — held |
COMMONWEALTH EQUITY SERVICES, LLC | 271.4K | 52.39% | 52.39% | $3.99B | Oct 22, 2025 | ▼ 28.8K |
POLAR ASSET MANAGEMENT PARTNERS INC. | 262.1K | 50.61% | 50.61% | $3.86B | Dec 1, 2025 | ▲ 5.1K |
ROYAL BANK OF CANADA | 217.8K | 42.06% | 42.06% | $3.21B | Nov 14, 2025 | ▲ 13.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+358.1K shares3
New Positions
first time holders16
Decreased
−312.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+46.2K
+358.1K / −312.0K
Net new holders
+12
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WDI insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Sale Hillary A director | Nov 20, 2025 | Purchase | 1,410 | $14.21 | $20.0K | 1.4K | Form 4 ↗ |
GRILLO ANTHONY director | May 27, 2025 | Purchase | 750 | $14.63 | $11.0K | 750 | Form 4 ↗ |
Kumar Nisha director | Apr 8, 2024 | Purchase | 6,911.789 | $14.47 | $100.0K | 20.6K | Form 4 ↗ |
CRONIN DANIEL P director | Jun 21, 2024 | Purchase | 1,000 | $14.48 | $14.5K | 6.4K | Form 4 ↗ |
Kumar Nisha director | Apr 8, 2024 | Purchase | 6,224.511 | $14.46 | $90.0K | 13.7K | Form 4 ↗ |
Kumar Nisha director | Jan 22, 2024 | Purchase | 9,000 | $14.16 | $127.4K | 9.0K | Form 4 ↗ |
Kumar Nisha director | Jan 23, 2024 | Purchase | 7,500 | $14.09 | $105.7K | 7.5K | Form 4 ↗ |
CRONIN DANIEL P director | Oct 23, 2023 | Purchase | 5,000 | $12.42 | $62.1K | 5.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Western Asset Diversified Income Fund (WDI) is primarily owned by institutional investors, who hold approximately 22.4% of total shares outstanding. Company insiders own approximately 100.00%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Western Asset Diversified Income Fund is MORGAN STANLEY, holding approximately 4.68 million shares — equal to 9.04% of outstanding shares — as of September 30, 2025.
A total of 65 institutional investors currently hold WDI stock, with a combined institutional value of approximately $171,179,998 as of the most recent 13F filing period.
Frequently asked questions
WDI ownershipWestern Asset Diversified Income Fund (WDI) is primarily owned by institutional investors, who hold approximately 22.4% of shares. The largest shareholder is MORGAN STANLEY with a 9.04% stake. Company insiders hold 100.00%. Data sourced from SEC Form 13F as of September 30, 2025.