13FBOX
WESTERN ASSET DIVERSIFIED IN · 13F Institutional Holdings
Options Calculator Rankings
W

WESTERN ASSET DIVERSIFIED IN

WDI
Institutions
68
Combined AUM (Q2 2026)
$155.6M
Combined Shares (Q2 2026)
11.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+357,735
42 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-989,544
25 · 8 Exit · ≈
⚖️ Net
-631,809
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$155.6M
Institutions
68
New Buys
10
Adds
32
Reduces
17
Exits
8
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#26$59.0M4.3M$68.9M4.7M-333,377-7.12%Reduce
Penserra Capital Management LLC
0.15%0.22%#3$19.9M1.5M$19.0M1.4M+56,063+3.97%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#35$12.8M945,389$13.0M964,082-18,693-1.94%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#32$10.1M742,919$9.2M686,930+55,989+8.15%Add
Hennion & Walsh Asset Management, Inc.
0.18%0.21%#2$6.5M475,973$6.4M473,962+2,011+0.42%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#50$6.0M440,533$5.7M427,372+13,161+3.08%Add
COHEN & STEERS, INC.
0.01%0.01%#21$3.7M272,993$3.7M272,99300.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#29$3.5M261,626$3.4M249,563+12,063+4.83%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#47$3.3M244,675$3.3M243,125+1,550+0.64%Add
GUGGENHEIM CAPITAL LLC
0.02%0.02%#12$3.2M237,034$2.9M219,457+17,577+8.01%Add
LPL Financial LLC
<0.01%<0.01%#45$3.1M231,826$3.3M245,742-13,916-5.66%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#38$2.6M193,456$2.4M181,772+11,684+6.43%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#59$2.6M188,343$2.4M181,220+7,123+3.93%Add
&PARTNERS
0.01%0.02%#17$2.5M184,965$3.2M239,895-54,930-22.90%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#37$1.1M82,102$1.1M82,10200.00%Unchanged
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#36$1.1M81,220$984,00073,220+8,000+10.93%Add
Advisors Asset Management, Inc.
0.02%0.04%#14$1.0M75,266$2.4M180,091-104,825-58.21%Reduce
Invesco Ltd.
<0.01%<0.01%#62$962,17770,957$1.4M107,821-36,864-34.19%Reduce
OPPENHEIMER & CO INC
0.01%0.01%#18$889,33365,585$801,32059,622+5,963+10.00%Add
NewEdge Advisors, LLC
<0.01%<0.01%#33$873,29964,403$499,43737,160+27,243+73.31%Add
Cetera Investment Advisers
<0.01%<0.01%#44$823,85160,756$703,98352,380+8,376+15.99%Add
Bramshill Investments, LLC
0.05%0.05%#7$642,85247,408$630,17546,888+520+1.11%Add
Baird Financial Group, Inc.
<0.01%<0.01%#42$641,61947,317$615,35045,785+1,532+3.35%Add
READYSTATE ASSET MANAGEMENT LP
0.03%0.03%#8$615,82145,820$615,82145,82000.00%Unchanged
UBS Group AG
<0.01%<0.01%#63$510,54837,651$506,39237,678-27-0.07%Reduce
EVOLVE PRIVATE WEALTH, LLC
0.03%0.03%#9$462,15734,082$507,62037,769-3,687-9.76%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#34$451,58933,303$439,08532,670+633+1.94%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$414,03130,533$392,38629,195+1,338+4.58%Add
HighTower Advisors, LLC
<0.01%#51$393,24029,000$00+29,000New Buy
JANE STREET GROUP, LLC
<0.01%#64$384,94128,388$00+28,388New Buy
Closed-End Fund Advisors, Inc.
0.33%0.33%#1$342,89225,287$328,81024,465+822+3.36%Add
Concurrent Investment Advisors, LLC
<0.01%<0.01%#30$330,90524,403$306,12322,777+1,626+7.14%Add
Sanctuary Advisors, LLC
<0.01%<0.01%#39$325,44024,000$362,88027,000-3,000-11.11%Reduce
COFG Advisors, LLC
0.05%0.07%#6$304,63122,465$292,29521,748+717+3.30%Add
XTX Topco Ltd
<0.01%#25$303,18822,359$00+22,359New Buy
Centurion Wealth Management LLC
0.07%0.07%#5$293,32121,631$289,64721,551+80+0.37%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$271,82220,046$235,41417,516+2,530+14.44%Add
Shaker Financial Services, LLC
0.08%0.71%#4$265,56019,584$2.0M151,466-131,882-87.07%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$260,78019,231$195,52014,547+4,684+32.20%Add
Private Advisor Group, LLC
<0.01%<0.01%#40$216,64615,977$207,92615,471+506+3.27%Add
Global Retirement Partners, LLC
<0.01%#27$203,52215,009$00+15,009New Buy
WEDBUSH SECURITIES INC
0.01%0.01%#23$198,09814,609$304,00022,609-8,000-35.38%Reduce
SeaCrest Wealth Management, LLC
0.02%0.02%#10$197,06714,533$209,48915,587-1,054-6.76%Reduce
BlackRock, Inc.
<0.01%<0.01%#67$195,47414,416$195,45114,543-127-0.87%Reduce
Mariner, LLC
<0.01%<0.01%#55$181,65013,396$188,93814,335-939-6.55%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#49$169,97512,535$179,00013,316-781-5.87%Reduce
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
0.01%0.01%#19$160,75411,855$159,33111,85500.00%Unchanged
Sovran Advisors, LLC
0.01%0.01%#15$154,83811,865$149,90310,715+1,150+10.73%Add
Merit Financial Group, LLC
<0.01%<0.01%#41$152,71311,262$144,45310,748+514+4.78%Add
Focus Financial Network, Inc.
<0.01%#24$144,15610,631$00+10,631New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow