Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET DIVERSIFIED IN (WDI)

69 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — WDI

Based on 69 hedge funds · latest filing: 2025 Q4 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold WDI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

38 buying26 selling
Last quarter: 38 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new WDI position: 13 → 10 → 6 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 25% new
33 out of 69 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 — ~15 new funds/quarter

11 → 13 → 10 → 6 → 15 new funds/Q
New funds entering each quarter: 13 → 10 → 6 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 19% 1-2yr ■ 32% new
Of 69 current holders: 34 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
9 of 69 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WDI
2026 Q1 Stats Unlock in 14 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 62 11.29%
13F Shares 12M 12M 3.3%
Total Value $166M $171M -3.0%
New Positions 15 6 +9
Increased Positions 23 26 -3
Closed Positions 8 9 -1
Reduced Positions 18 18 -
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

69 + investors

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

Top 23 institutional holders of WDI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centurion Wealth Management LLC 0.07% 21,551 $290K
2 EVOLVE PRIVATE WEALTH, LLC 0.03% 37,769 $508K
3 WPG Advisers, LLC 0.03% 2,543 $34K
4 SeaCrest Wealth Management, LLC 0.02% 15,587 $209K
5 Sovran Advisors, LLC 0.01% 10,715 $150K
6 OPPENHEIMER & CO INC 0.01% 59,622 $801K
7 WEDBUSH SECURITIES INC 0.01% 22,609 —
8 JOURNEY STRATEGIC WEALTH LLC 0.01% 24,000 $323K
9 Noble Wealth Management PBC 0.01% 1,000 $13K
10 CoreCap Advisors, LLC 0.00% 8,000 $108K
11 Concurrent Investment Advisors, LLC 0.00% 22,777 $306K
12 AdvisorNet Financial, Inc 0.00% 4,517 $61K
13 Sanctuary Advisors, LLC 0.00% 27,000 $363K
14 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 73,220 —
15 Merit Financial Group, LLC 0.00% 10,748 $144K
16 Private Advisor Group, LLC 0.00% 15,471 $208K
17 HIGHLINE WEALTH PARTNERS LLC 0.00% 212 $3K
18 Cambridge Investment Research Advisors, Inc. 0.00% 13,316 —
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 14,547 $196K
20 FIFTH THIRD BANCORP 0.00% 8,241 $111K
21 TRUIST FINANCIAL CORP 0.00% 10,291 $138K
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 29,195 $392K
23 UBS Group AG 0.00% 37,678 $506K
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?

Slight buying edge — 59% buying: Last quarter: 38 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WDI holders?

Elite ownership — 54% AUM from top-100 funds: 9 of 69 holders are among the 100 largest funds by AUM, controlling 54% 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?

48% of holders stayed for 2+ years: 33 out of 69 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.