WESTERN ASSET DIVERS INC (WDI) Top Institutional Shareholders
WESTERN ASSET DIVERS INC (WDI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $129.24M in WDI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of WDI tracked by InsiderSet, reporting ownership valued at approximately $59.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.82M, representing an estimated gain of +0.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed WDI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in WESTERN ASSET DIVERS INC (WDI).
This page ranks the largest institutional WDI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$129.24M
Largest Holder
Morgan Stanley
Largest Position
$59.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 4,411,806 | $59,294,711 | $59,824,089 | +$529,378 | +0.89% | |
| Wells Fargo & Company/Mn | 0.00% | 964,082 | $12,957,260 | $13,072,952 | +$115,692 | +0.89% | |
| Raymond James Financial Inc | 0.00% | 686,930 | $9,232,339 | $9,314,771 | +$82,432 | +0.89% | |
| Hennion & Walsh Asset Management, Inc. | 0.21% | 473,962 | $6,370,049 | $6,426,925 | +$56,876 | +0.89% | |
| Bank Of America Corp | 0.00% | 427,372 | $5,743,881 | $5,795,164 | +$51,283 | +0.89% | |
| Stifel Financial Corp | 0.00% | 249,563 | $3,354,150 | $3,384,074 | +$29,924 | +0.89% | |
| Lpl Financial Llc | 0.00% | 245,742 | $3,302,776 | $3,332,262 | +$29,486 | +0.89% | |
| Royal Bank Of Canada | 0.00% | 243,125 | $3,268,000 | $3,296,775 | +$28,775 | +0.88% | |
| &Partners | 0.02% | 239,895 | $3,224,195 | $3,252,976 | +$28,781 | +0.89% | |
| Guggenheim Capital Llc | 0.02% | 219,457 | $2,949,502 | $2,975,837 | +$26,335 | +0.89% | |
| First Trust Advisors Lp | 0.00% | 181,772 | $2,443,015 | $2,464,828 | +$21,813 | +0.89% | |
| Advisors Asset Management, Inc. | 0.04% | 180,091 | $2,420,423 | $2,442,034 | +$21,611 | +0.89% | |
| Shaker Financial Services, Llc | 0.71% | 151,466 | $2,035,704 | $2,053,879 | +$18,175 | +0.89% | |
| Invesco Ltd. | 0.00% | 107,821 | $1,449,114 | $1,462,053 | +$12,939 | +0.89% | |
| Rockefeller Capital Management L.P. | 0.00% | 82,102 | $1,103,451 | $1,113,303 | +$9,852 | +0.89% | |
| Oppenheimer & Co Inc | 0.01% | 59,622 | $801,320 | $808,474 | +$7,154 | +0.89% | |
| Cetera Investment Advisers | 0.00% | 52,380 | $703,983 | $710,273 | +$6,290 | +0.89% | |
| Bramshill Investments, Llc | 0.05% | 46,888 | $630,175 | $635,801 | +$5,626 | +0.89% | |
| Readystate Asset Management Lp | 0.04% | 45,820 | $615,821 | $621,319 | +$5,498 | +0.89% | |
| Baird Financial Group, Inc. | 0.00% | 45,785 | $615,350 | $620,845 | +$5,495 | +0.89% | |
| Evolve Private Wealth, Llc | 0.03% | 37,769 | $507,620 | $512,148 | +$4,528 | +0.89% | |
| Ubs Group Ag | 0.00% | 37,678 | $506,392 | $510,914 | +$4,522 | +0.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32,670 | $439,085 | $443,005 | +$3,920 | +0.89% | |
| Envestnet Asset Management Inc | 0.00% | 29,195 | $392,386 | $395,884 | +$3,498 | +0.89% | |
| Sanctuary Advisors, Llc | 0.00% | 27,000 | $362,880 | $366,120 | +$3,240 | +0.89% | |
| Closed-End Fund Advisors, Inc. | 0.33% | 24,465 | $328,810 | $331,745 | +$2,935 | +0.89% | |
| Journey Strategic Wealth Llc | 0.01% | 24,000 | $322,560 | $325,440 | +$2,880 | +0.89% | |
| Concurrent Investment Advisors, Llc | 0.00% | 22,777 | $306,123 | $308,856 | +$2,733 | +0.89% | |
| Cofg Advisors, Llc | 0.07% | 21,748 | $292,295 | $294,903 | +$2,608 | +0.89% | |
| Centurion Wealth Management Llc | 0.07% | 21,551 | $289,647 | $292,232 | +$2,585 | +0.89% | |
| Citadel Advisors Llc | 0.00% | 19,729 | $265,158 | $267,525 | +$2,367 | +0.89% | |
| Osaic Holdings, Inc. | 0.00% | 17,516 | $235,414 | $237,517 | +$2,103 | +0.89% | |
| Seacrest Wealth Management, Llc | 0.02% | 15,587 | $209,489 | $211,360 | +$1,871 | +0.89% | |
| Private Advisor Group, Llc | 0.00% | 15,471 | $207,926 | $209,787 | +$1,861 | +0.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,547 | $195,520 | $197,257 | +$1,737 | +0.89% | |
| Blackrock, Inc. | 0.00% | 14,543 | $195,451 | $197,203 | +$1,752 | +0.90% | |
| Mariner, Llc | 0.00% | 14,335 | $188,938 | $194,383 | +$5,445 | +2.88% | |
| Punch & Associates Investment Management, Inc. | 0.01% | 11,855 | $159,331 | $160,754 | +$1,423 | +0.89% | |
| Sovran Advisors, Llc | 0.01% | 10,715 | $149,903 | $145,295 | -$4,608 | -3.07% | |
| Merit Financial Group, Llc | 0.00% | 10,748 | $144,453 | $145,743 | +$1,290 | +0.89% | |
| Truist Financial Corp | 0.00% | 10,291 | $138,304 | $139,546 | +$1,242 | +0.90% | |
| Allie Family Office Llc | 0.06% | 10,000 | $134,400 | $135,600 | +$1,200 | +0.89% | |
| Lido Advisors, Llc | 0.00% | 10,000 | $134,400 | $135,600 | +$1,200 | +0.89% | |
| Fifth Third Bancorp | 0.00% | 8,241 | $110,757 | $111,748 | +$991 | +0.89% | |
| Corecap Advisors, Llc | 0.00% | 8,000 | $107,520 | $108,480 | +$960 | +0.89% | |
| Advisornet Financial, Inc | 0.00% | 4,517 | $60,708 | $61,251 | +$543 | +0.89% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 4,292 | $57,684 | $58,200 | +$516 | +0.89% | |
| Anfield Capital Management, Llc | 0.01% | 3,906 | $52,497 | $52,965 | +$468 | +0.89% | |
| Newedge Advisors, Llc | 0.00% | 37,160 | $37,160 | $503,890 | +$466,730 | +1256.00% | |
| Wpg Advisers, Llc | 0.03% | 2,543 | $34,178 | $34,483 | +$305 | +0.89% |
Frequently asked questions about WDI
Who owns the most WDI stock?
The largest holders of WDI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET DIVERS INC (WDI).
Is WDI widely held by superinvestors?
Many widely followed stocks like WDI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WDI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.