Institutional Ownership
Western Asset Diversified In
CUSIP 95790K109COM SHS BEN INTWDIQ1 2026
Institutional Holders
66
13F filers
Shares Held
11.84M
Aggregate institutional
Institutional Value
$131.60M
Q1 2026
Net New Holders
+0
9 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased30
Decreased19
Sold out9
Institutional Holders
66 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.41M | $59.29M | +60.9K | Added |
| 2 | Wells Fargo & Company/Mn | 964.1K | $12.96M | +49.6K | Added |
| 3 | Raymond James Financial Inc | 686.9K | $9.23M | +155.6K | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | 474.0K | $6.37M | +26.1K | Added |
| 5 | Bank Of America Corp /De/ | 427.4K | $5.74M | −2.9K | Reduced |
| 6 | Stifel Financial Corp | 249.6K | $3.35M | +34.0K | Added |
| 7 | Lpl Financial LLC | 245.7K | $3.30M | +72.2K | Added |
| 8 | Royal Bank Of Canada | 243.1K | $3.27M | +20.1K | Added |
| 9 | &Partners | 239.9K | $3.22M | +15.1K | Added |
| 10 | Guggenheim Capital LLC | 219.5K | $2.95M | +24.7K | Added |
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