WDI

WESTERN ASSET DIVERSIFIED IN

Institutional Ownership · Q4 2025

Filing: Q4 2025

WESTERN ASSET DIVERSIFIED IN (WDI) is held by 68 institutional investors with combined holdings of $158M. Major holders include MORGAN STANLEY, Penserra Capital Manageme, WELLS FARGO & COMPANY/MN.

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Institutional Holders

Total Value

$158.2M

Ownership %

22.1%

🏦 Top Institutional Holders

Penserra Capital Management LLC

1.5M shares

$20.3M

2.83% ownership

WELLS FARGO & COMPANY/MN

914.5K shares

$12.6M

1.76% ownership

Hennion & Walsh Asset Management, Inc.

447.9K shares

$6.2M

0.86% ownership

BANK OF AMERICA CORP /DE/

430.2K shares

$5.9M

0.83% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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