WDI on NYSE
Western Asset Diversified Income Fund (WDI)
Western Asset Diversified Income Fund (WDI) is a fund registered in the United States, based in New York, active since 2020.2
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Last updated Oct 21, 2026.
Overview
- TickerWDI on NYSE2
- HeadquartersNew York, United States2
- Incorporated inMD3
- Business addressFranklin Templeton C/O Mitchell O'Brien, 280 Park Avenue, 8Th Floor, New York, Ny 100173
- Legal formFund2
- Kind of organizationFund2
- LEI549300M67UHXW4GHZ6442
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O The Corporation Trust Incorporated, 21093 Bailtmore, United States2
- Registered withSecurities and Exchange Commission, 00018195592
Corporate structure
Western Asset Diversified Income Fund (WDI) sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Western Asset Diversified Income Fund (WDI)
- Morgan Stanley Filed SC 13G on Western Asset Diversified Income Fund (WDI), latest Nov 8, 2024
- Western Asset Diversified Income Fund (WDI) New York, New York, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led Western Asset Diversified Income Fund (WDI), and when. Pick a name to see everywhere that person has worked.
Board members and other officers (12)
- Treasurer/Princ Finl OfficerChristopher Berarducci Jun 29, 2021 to Jun 29, 20214
- Board memberAnthony Grillo Nov 21, 2024 to now5
- Board memberHillary A. Sale Nov 21, 2024 to now6
- Board memberPeter Daniel Charles Mason Nov 22, 2024 to Nov 22, 20247
- Board memberCarol L. Colman Jun 29, 2021 to Jun 29, 20218
- Board memberDaniel P. Cronin Jun 29, 2021 to Jun 24, 20249
- Board memberEileen A. Kamerick Jun 29, 2021 to Jun 29, 202110
- Board memberNisha Kumar Jun 29, 2021 to now11
- Board memberPaolo M. Cucchi Jun 29, 2021 to Jun 29, 202112
- Board memberRobert D. Agdern Aug 16, 2021 to Aug 16, 202113
- General counselOliveira Marc De Sep 13, 2023 to Sep 13, 202314
- General counselGeorge P. Hoyt Jun 29, 2021 to Jun 29, 202115
Former names
- Western Asset Diversified Income FundJul 30, 2020 to Apr 10, 20243
Timeline
Filings
81 filings to the SEC since October 2021: 1 major events, 22 insider forms, 1 large holders, 57 other. The latest 20:
- Sep 28, 20264 EDGAR
- Sep 11, 20263 EDGAR
- Sep 10, 20263 EDGAR
- Aug 28, 2026N-CSRS WESTERN ASSET DIVERSIFIED INCOME FUND - N-CSRS EDGAR
- Aug 26, 2026NPORT-P EDGAR
- Aug 19, 20264 EDGAR
- Aug 14, 2026N-PX EDGAR
- Aug 12, 20264 EDGAR
- May 28, 2026NPORT-P EDGAR
- Apr 23, 2026424B3 EDGAR
- Apr 7, 20263 EDGAR
- Mar 11, 2026N-CEN EDGAR
- Mar 9, 2026DEF 14A EDGAR
- Mar 2, 2026N-CSR WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - NCSR EDGAR
- Feb 23, 2026NPORT-P EDGAR
- Nov 25, 2025NPORT-P EDGAR
- Nov 20, 20254 EDGAR
- Aug 28, 20253 EDGAR
- Aug 26, 2025NPORT-P EDGAR
- Aug 26, 2025N-CSRS WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) EDGAR
The 81 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
12 open-market trades by officers, directors and large owners since October 2021: 9 buys and 3 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Buchanan Michael Carlton | Buy | 5,000 | $11.88 | $59.4K | Form 4 |
| Aug 10, 2026 | Kumar NishaDirector | Sale | 22,886 | $13.13 | $300.5K | Form 4 |
| Mar 11, 2026 | Kumar NishaDirector | Sale | 3,750 | $13.47 | $50.5K | Form 4 |
| Mar 10, 2026 | Kumar NishaDirector | Sale | 3,000 | $13.52 | $40.6K | Form 4 |
| Nov 20, 2025 | Sale Hillary ADirector | Buy | 1,410 | $14.21 | $20.0K | Form 4 |
| May 27, 2025 | GRILLO ANTHONYDirector | Buy | 750 | $14.63 | $11.0K | Form 4 |
| Jun 21, 2024 | CRONIN DANIEL PDirector | Buy | 1,000 | $14.48 | $14.5K | Form 4 |
| Apr 8, 2024 | Kumar NishaDirector | Buy | 6,912 | $14.47 | $100.0K | Form 4 |
| Apr 8, 2024 | Kumar NishaDirector | Buy | 6,225 | $14.46 | $90.0K | Form 4 |
| Jan 23, 2024 | Kumar NishaDirector | Buy | 7,500 | $14.09 | $105.7K | Form 4 |
| Jan 22, 2024 | Kumar NishaDirector | Buy | 9,000 | $14.16 | $127.4K | Form 4 |
| Oct 23, 2023 | CRONIN DANIEL PDirector | Buy | 5,000 | $12.42 | $62.1K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Morgan StanleySC 13G, 1 filing Nov 8, 202417
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 66. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 4,349,002 | $59.0M | 0.0% | −62,804 |
| Wells Fargo & Company/mn | 945,389 | $12.8M | 0.0% | −18,693 |
| Raymond James Financial Inc | 742,919 | $10.1M | 0.0% | +55,989 |
| Hennion & Walsh Asset Management, Inc. | 475,973 | $6.5M | 0.2% | +2,011 |
| Bank Of America Corp /de/ | 440,533 | $6.0M | 0.0% | +13,161 |
| Stifel Financial Corp | 261,626 | $3.5M | 0.0% | +12,063 |
| Royal Bank Of Canada | 244,675 | $3.3M | 0.0% | +1,550 |
| Guggenheim Capital LLC | 237,034 | $3.2M | 0.0% | +17,577 |
| LPL Financial LLC | 231,826 | $3.1M | 0.0% | −13,916 |
| First Trust Advisors LP | 193,456 | $2.6M | 0.0% | +11,684 |
| Jpmorgan Chase & Co | 188,343 | $2.6M | 0.0% | +7,123 |
| &partners | 184,965 | $2.5M | 0.0% | −54,930 |
| Rockefeller Capital Management L.P. | 82,102 | $1.1M | 0.0% | No change |
| Advisors Asset Management, Inc. | 75,266 | $1.0M | 0.0% | −104,825 |
| Invesco Ltd. | 70,957 | $962.2K | 0.0% | −36,864 |
| Oppenheimer & Co Inc | 65,585 | $889.3K | 0.0% | +5,963 |
| NewEdge Advisors, LLC | 64,403 | $873.3K | 0.0% | +27,243 |
| Cetera Investment Advisers | 60,756 | $823.9K | 0.0% | +8,376 |
| Bramshill Investments, LLC | 47,408 | $642.9K | 0.0% | +520 |
| Baird Financial Group, Inc. | 47,317 | $641.6K | 0.0% | +1,532 |
| UBS Group AG | 37,651 | $510.5K | 0.0% | −27 |
| Evolve Private Wealth, LLC | 34,082 | $462.2K | 0.0% | −3,687 |
| Steward Partners Investment Advisory, LLC | 33,303 | $451.6K | 0.0% | +633 |
| Envestnet Asset Management Inc | 30,533 | $414.0K | 0.0% | +1,338 |
| HighTower Advisors, LLC | 29,000 | $393.2K | 0.0% | New |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Western Asset Diversified Income Fund (WDI) is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARWestern Asset Diversified Income Fund (WDI)1
- CIK0001819559
- Incorporated inMaryland1
- Fiscal year endsDecember 311
- Business addressFranklin Templeton C/O Mitchell O'Brien, 280 Park Avenue, 8Th Floor, New York, NY 100171
- Phone121280560261
- On EDGAR sinceJul 30, 20201
- Filings127 in all: 3 (39), NPORT-P (21), 4 (10), N-CSRS (6), N-PX (6), DEF 14A (5), N-2/A (5), N-CEN (5)1
All 26 form types
N-CSR (5), 40-17G (4), CORRESP (4), 424B3 (2), DEFA14A (2), 424B1 (1), 424B5 (1), 8-A12B (1), 8-K (1), CERT (1), EFFECT (1), N-2 (1), N-2ASR (1), N-2MEF (1), N-8A (1), N-CSR/A (1), POS EX (1), SC 13G (1)
- Latest filingsProxy statement (DEF 14A) Mar 9, 2026
Latest 8-K (8-K) Nov 20, 2024
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5SEC EDGARAnthony Grillo, Board member
- 6SEC EDGARHillary A. Sale, Board member
- 7
- 8SEC EDGARCarol L. Colman, Board member
- 9SEC EDGARDaniel P. Cronin, Board member
- 10SEC EDGAREileen A. Kamerick, Board member
- 11SEC EDGARNisha Kumar, Board member
- 12SEC EDGARPaolo M. Cucchi, Board member
- 13SEC EDGARRobert D. Agdern, Board member
- 14SEC EDGAROliveira Marc De, General counsel
- 15SEC EDGARGeorge P. Hoyt, General counsel
- 16SEC EDGARBylaws or fiscal year changed
- 17