Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset Diversified In (WDI)

65 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — WDI

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WDI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
65 funds currently hold this stock — 93% of the 3.0-year high of 70 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, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

38 buying32 selling
Last quarter: 38 funds bought or added vs 32 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
31 out of 65 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.
💎

Buying through price weakness — shares -3%, value -22%

Value
-22%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

14 → 11 → 6 → 15 → 8 new funds/Q
New funds entering each quarter: 11 → 6 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 34% newcomers

■ 49% veterans ■ 17% 1-2yr ■ 34% new
Entry-cohort mix of 65 holders: 32 (49%) are 2+ year veterans, 11 entered 1–2 years ago, and 22 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
10 of 65 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 38 hedge funds were net buyers of WDI (8 opened a new position, 30 added to an existing one), while 32 reduced or exited (19 trimmed, 13 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 69% of total institutional value in WDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 65.

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.

Is It Too Late to Buy Western Asset Diversified In (WDI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WDI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
WDI
+0.4%
XLF
+127.2%

WDI outperformed XLF by -126.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
WDI
+0.5%
XLF
+96.7%

Since the filing became public, WDI outperformed XLF by -96.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: WDI
65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 70 -7.14%
13F Shares 12M 12M -2.93%
Total Value $129M $166M -22.1%
New Positions 8 15 -7
Increased Positions 30 23 +7
Closed Positions 13 9 +4
Reduced Positions 19 19 -
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 --
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Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

65 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.71% 151,466 $2.0M
2 Closed-End Fund Advisors, Inc. 0.33% 24,465 $329K
3 Hennion & Walsh Asset Management, Inc. 0.21% 473,962 $6.4M
4 COFG Advisors, LLC 0.07% 21,748 $292K
5 Centurion Wealth Management LLC 0.07% 21,551 $290K
6 Allie Family Office LLC 0.06% 10,000 $134K
7 Bramshill Investments, LLC 0.05% 46,888 $630K
8 Advisors Asset Management, Inc. 0.04% 180,091 $2.4M
9 Readystate Asset Management LP 0.03% 45,820 $616K
10 Evolve Private Wealth, LLC 0.03% 37,769 $508K
11 WPG Advisers, LLC 0.03% 2,543 $34K
12 Guggenheim Capital LLC 0.02% 219,457 $2.9M
13 SeaCrest Wealth Management, LLC 0.02% 15,587 $209K
14 &Partners 0.02% 239,895 $3.2M
15 Anfield Capital Management, LLC 0.01% 3,906 $52K
16 Sovran Advisors, LLC 0.01% 10,715 $150K
17 Oppenheimer & Co Inc 0.01% 59,622 $801K
18 Punch & Associates Investment Management, INC. 0.01% 11,855 $159K
19 Journey Strategic Wealth LLC 0.01% 24,000 $323K
20 Noble Wealth Management PBC 0.01% 1,000 $13K
21 Pinnacle Wealth Planning Services, Inc. 0.01% 4,292 $58K
22 Osbon Capital Management LLC 0.01% 537 $7K
23 CoreCap Advisors, LLC 0.00% 8,000 $108K
24 Morgan Stanley 0.00% 4,411,806 $59.3M
25 Concurrent Investment Advisors, LLC 0.00% 22,777 $306K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WDI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WDI?

Slight buying edge — 54% buying: Last quarter: 38 funds bought or added vs 32 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 — 69% AUM from top-100 funds: 10 of 65 holders are among the 100 largest funds by AUM, controlling 69% 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: 31 out of 65 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.

Is it too late to buy Western Asset Diversified In (WDI) following the 2026 Q1 hedge fund 13F filings?

As of today, WDI has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.7% for the XLF sector ETF — an outperformance of -96.2%. Since the quarter end (March 31, 2026), WDI has gained +0.4% vs +127.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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