Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset Diversified In (WDI)

67 + Investors. Track Smart Money conviction in WDI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — WDI

Based on 67 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
67 funds currently hold this stock — 94% of the 3.0-year high of 71 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WDI is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

42 buying26 selling
Last quarter: 42 funds were net buyers (11 opened a brand new position + 31 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 15 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 28% new
30 out of 67 hedge funds have held WDI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~11 new funds/quarter

12 → 6 → 15 → 8 → 11 new funds/Q
New funds entering each quarter: 6 → 15 → 8 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 36% newcomers

■ 48% veterans ■ 16% 1-2yr ■ 36% new
Entry-cohort mix of 67 holders: 32 (48%) are 2+ year veterans, 11 entered 1–2 years ago, and 24 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
12 of 67 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in WDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WDI

In 2026 Q2, 42 hedge funds were net buyers of WDI (11 opened a new position, 31 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 73% of total institutional value in WDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: WDI

How many hedge funds hold WDI — quarterly history vs. share price
Quarterly hedge fund ownership of WDI vs. share price

Market Analysis: WDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WDI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: WDI
67 + Investors

Track Smart Money conviction in WDI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 67 65 3.08%
13F Shares 11M 12M -1.94%
Total Value $130M $129M 0.55%
New Positions 11 8 +3
Increased Positions 31 30 +1
Closed Positions 9 14 -5
Reduced Positions 17 19 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WDI

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

67 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WDI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WDI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 0.33% 25,287 $343K
2 Hennion & Walsh Asset Management, Inc. 0.18% 475,973 $6.5M
3 Shaker Financial Services, LLC 0.08% 19,584 $266K
4 Centurion Wealth Management LLC 0.07% 21,631 $293K
5 COFG Advisors, LLC 0.05% 22,465 $305K
6 Allie Family Office LLC 0.05% 10,000 $136K
7 Bramshill Investments, LLC 0.05% 47,408 $643K
8 Evolve Private Wealth, LLC 0.03% 34,082 $462K
9 SeaCrest Wealth Management, LLC 0.02% 14,533 $197K
10 Guggenheim Capital LLC 0.02% 237,034 $3.2M
11 WPG Advisers, LLC 0.02% 2,504 $34K
12 Advisors Asset Management, Inc. 0.02% 75,266 $1.0M
13 Sovran Advisors, LLC 0.01% 11,865 $155K
14 Noble Wealth Management PBC 0.01% 1,700 $23K
15 &Partners 0.01% 184,965 $2.5M
16 Oppenheimer & Co Inc 0.01% 65,585 $889K
17 Punch & Associates Investment Management, INC. 0.01% 11,855 $161K
18 Osbon Capital Management LLC 0.01% 571 $8K
19 Pinnacle Wealth Planning Services, Inc. 0.01% 4,306 $58K
20 Focus Financial Network, Inc. 0.00% 10,631 $144K
21 XTX Topco Ltd 0.00% 22,359 $303K
22 Morgan Stanley 0.00% 4,349,002 $59.0M
23 Global Retirement Partners, LLC 0.00% 15,009 $204K
24 CoreCap Advisors, LLC 0.00% 7,560 $103K
25 Stifel Financial Corp 0.00% 261,626 $3.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Western Asset Diversified In (WDI)

What does the Smart Money Trend signal show for WDI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WDI?

More buyers than sellers — 62% buying: Last quarter: 42 funds were net buyers (11 opened a brand new position + 31 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WDI holders?

Elite ownership — 73% AUM from top-100 funds: 12 of 67 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in WDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WDI?

45% of holders stayed for 2+ years: 30 out of 67 hedge funds have held WDI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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