Western Asset Divers Inc (WDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares450,014 from 475,973

Change-25,959 (-5%)

Value$5.3M (-$1.1M)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares210,247 from 231,826

Change-21,579 (-9%)

Value$2.5M (-$658.4K)

Filed 2026-11-06

Matisse Capital

NEW

Shares155,195

Change+155,195

Value$1.8M

Filed 2026-10-29

Shaker Financial Services, LLC

INCREASED

Shares123,537 from 19,584

Change+103,953 (+531%)

Value$1.5M (+$1.2M)

Filed 2026-10-14

Thrivent Financial for Lutherans

INCREASED

Shares98,167 from 81,220

Change+16,947 (+21%)

Value$1.2K (-$1.1M)

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares78,165 from 65,585

Change+12,580 (+19%)

Value$923.9K (+$34.6K)

Filed 2026-10-26

Rareview Capital LLC

NEW

Shares66,105

Change+66,105

Value$781.4K

Filed 2026-11-05

Elevation Wealth Partners, LLC

NEW

Shares56,341

Change+56,341

Value$666.0K

Filed 2026-10-07

Closed-End Fund Advisors, Inc.

DECREASED

Shares24,841 from 25,287

Change-446 (-2%)

Value$293.6K (-$49.3K)

Filed 2026-11-04

HighTower Advisors, LLC

DECREASED

Shares22,150 from 29,000

Change-6,850 (-24%)

Value$261.8K (-$131.4K)

Filed 2026-11-10

Centurion Wealth Management LLC

UNCHANGED

Shares21,631 from 21,631

Change0 (0%)

Value$255.7K (-$37.6K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

DECREASED

Shares21,567 from 24,403

Change-2,836 (-12%)

Value$254.9K (-$76.0K)

Filed 2026-10-16

Sovran Advisors, LLC

INCREASED

Shares15,639 from 11,865

Change+3,774 (+32%)

Value$182.8K (+$28.0K)

Filed 2026-11-02

SeaCrest Wealth Management, LLC

INCREASED

Shares14,713 from 14,533

Change+180 (+1%)

Value$173.9K (-$23.2K)

Filed 2026-10-21

Focus Financial Network, Inc.

INCREASED

Shares13,147 from 10,631

Change+2,516 (+24%)

Value$155.4K (+$11.2K)

Filed 2026-10-14

Wedbush Securities Inc

DECREASED

Shares12,962 from 14,609

Change-1,647 (-11%)

Value$153 (-$197.8K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares12,353 from 12,535

Change-182 (-1%)

Value$146 (-$169.9K)

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares12,243 from 11,262

Change+981 (+9%)

Value$144.7K (-$8.0K)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares10,340 from 10,314

Change+26 (+0%)

Value$122.2K (-$17.6K)

Filed 2026-10-30

Fifth Third Bancorp

INCREASED

Shares8,532 from 8,363

Change+169 (+2%)

Value$100.8K (-$12.6K)

Filed 2026-11-05

Geneos Wealth Management Inc.

NEW

Shares8,183

Change+8,183

Value$96.7K

Filed 2026-11-09

Allworth Financial LP

INCREASED

Shares6,000 from 4,500

Change+1,500 (+33%)

Value$81.4K (+$20.3K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares4,773 from 4,306

Change+467 (+11%)

Value$56.4K (-$2.0K)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares3,229

Change+3,229

Value$38.2K

Filed 2026-10-21

WPG Advisers, LLC

INCREASED

Shares2,760 from 2,504

Change+256 (+10%)

Value$32.6K (-$1.3K)

Filed 2026-10-27

Noble Wealth Management PBC

INCREASED

Shares1,800 from 1,700

Change+100 (+6%)

Value$21.3K (-$1.8K)

Filed 2026-10-01

Harbour Investments, Inc.

UNCHANGED

Shares690 from 690

Change0 (0%)

Value$8.2K (-$1.2K)

Filed 2026-11-09

Compass Financial Management LLC

NEW

Shares600

Change+600

Value$7.1K

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$2.5K (-$369)

Filed 2026-10-19

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 19,231

Change-19,231 (-100%)

Value$0 (-$260.8K)

Filed 2026-11-02

CoreCap Advisors, LLC

CLOSED

Shares0 from 7,560

Change-7,560 (-100%)

Value$0 (-$102.5K)

Filed 2026-10-08

AdvisorNet Financial, Inc

CLOSED

Shares0 from 4,517

Change-4,517 (-100%)

Value$0 (-$61.3K)

Filed 2026-10-15

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 661

Change-661 (-100%)

Value$0 (-$9.0K)

Filed 2026-11-06

Assetmark, Inc

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-21

Decker Retirement Planning Inc.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-19

Bessemer Group Inc

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$1)

Filed 2026-11-09

Morgan Stanley

N/A

Shares— from 4,349,002

Change-4,349,002 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,469,019

Change-1,469,019 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 945,389

Change-945,389 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 742,919

Change-742,919 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 440,533

Change-440,533 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 272,993

Change-272,993 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 261,626

Change-261,626 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 244,675

Change-244,675 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 237,034

Change-237,034 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 193,456

Change-193,456 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 188,343

Change-188,343 (-100%)

Value—

&partners

N/A

Shares— from 184,965

Change-184,965 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 82,102

Change-82,102 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 75,266

Change-75,266 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 70,957

Change-70,957 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 64,403

Change-64,403 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 60,756

Change-60,756 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 47,408

Change-47,408 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 47,317

Change-47,317 (-100%)

Value—

UBS Group AG

N/A

Shares— from 37,651

Change-37,651 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 34,082

Change-34,082 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 33,303

Change-33,303 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 30,533

Change-30,533 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 28,388

Change-28,388 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 22,465

Change-22,465 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,359

Change-22,359 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,046

Change-20,046 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,977

Change-15,977 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 15,009

Change-15,009 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 14,416

Change-14,416 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,396

Change-13,396 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 11,855

Change-11,855 (-100%)

Value—

Allie Family Office LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 4,414

Change-4,414 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 571

Change-571 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	450,014	475,973	-25,959	-5%	$6.5M	$5.3M	-$1.1M	2026-10-13
LPL Financial LLC	DECREASED	210,247	231,826	-21,579	-9%	$3.1M	$2.5M	-$658.4K	2026-11-06
Matisse Capital	NEW	155,195	—	+155,195	—	—	$1.8M	—	2026-10-29
Shaker Financial Services, LLC	INCREASED	123,537	19,584	+103,953	+531%	$265.6K	$1.5M	+$1.2M	2026-10-14
Thrivent Financial for Lutherans	INCREASED	98,167	81,220	+16,947	+21%	$1.1M	$1.2K	-$1.1M	2026-11-05
Oppenheimer & Co Inc	INCREASED	78,165	65,585	+12,580	+19%	$889.3K	$923.9K	+$34.6K	2026-10-26
Rareview Capital LLC	NEW	66,105	—	+66,105	—	—	$781.4K	—	2026-11-05
Elevation Wealth Partners, LLC	NEW	56,341	—	+56,341	—	—	$666.0K	—	2026-10-07
Closed-End Fund Advisors, Inc.	DECREASED	24,841	25,287	-446	-2%	$342.9K	$293.6K	-$49.3K	2026-11-04
HighTower Advisors, LLC	DECREASED	22,150	29,000	-6,850	-24%	$393.2K	$261.8K	-$131.4K	2026-11-10
Centurion Wealth Management LLC	UNCHANGED	21,631	21,631	0	0%	$293.3K	$255.7K	-$37.6K	2026-10-13
Concurrent Investment Advisors, LLC	DECREASED	21,567	24,403	-2,836	-12%	$330.9K	$254.9K	-$76.0K	2026-10-16
Sovran Advisors, LLC	INCREASED	15,639	11,865	+3,774	+32%	$154.8K	$182.8K	+$28.0K	2026-11-02
SeaCrest Wealth Management, LLC	INCREASED	14,713	14,533	+180	+1%	$197.1K	$173.9K	-$23.2K	2026-10-21
Focus Financial Network, Inc.	INCREASED	13,147	10,631	+2,516	+24%	$144.2K	$155.4K	+$11.2K	2026-10-14
Wedbush Securities Inc	DECREASED	12,962	14,609	-1,647	-11%	$198.0K	$153	-$197.8K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	12,353	12,535	-182	-1%	$170.0K	$146	-$169.9K	2026-11-02
Merit Financial Group, LLC	INCREASED	12,243	11,262	+981	+9%	$152.7K	$144.7K	-$8.0K	2026-11-06
Truist Financial Corp	INCREASED	10,340	10,314	+26	+0%	$139.9K	$122.2K	-$17.6K	2026-10-30
Fifth Third Bancorp	INCREASED	8,532	8,363	+169	+2%	$113.4K	$100.8K	-$12.6K	2026-11-05
Geneos Wealth Management Inc.	NEW	8,183	—	+8,183	—	—	$96.7K	—	2026-11-09
Allworth Financial LP	INCREASED	6,000	4,500	+1,500	+33%	$61.0K	$81.4K	+$20.3K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	INCREASED	4,773	4,306	+467	+11%	$58.4K	$56.4K	-$2.0K	2026-10-27
Root Financial Partners, LLC	NEW	3,229	—	+3,229	—	—	$38.2K	—	2026-10-21
WPG Advisers, LLC	INCREASED	2,760	2,504	+256	+10%	$34.0K	$32.6K	-$1.3K	2026-10-27
Noble Wealth Management PBC	INCREASED	1,800	1,700	+100	+6%	$23.1K	$21.3K	-$1.8K	2026-10-01
Harbour Investments, Inc.	UNCHANGED	690	690	0	0%	$9.4K	$8.2K	-$1.2K	2026-11-09
Compass Financial Management LLC	NEW	600	—	+600	—	—	$7.1K	—	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	212	212	0	0%	$2.9K	$2.5K	-$369	2026-10-19
Commonwealth Equity Services, LLC	CLOSED	0	19,231	-19,231	-100%	$260.8K	$0	-$260.8K	2026-11-02
CoreCap Advisors, LLC	CLOSED	0	7,560	-7,560	-100%	$102.5K	$0	-$102.5K	2026-10-08
AdvisorNet Financial, Inc	CLOSED	0	4,517	-4,517	-100%	$61.3K	$0	-$61.3K	2026-10-15
Institute for Wealth Management, Llc.	CLOSED	0	661	-661	-100%	$9.0K	$0	-$9.0K	2026-11-06
Assetmark, Inc	CLOSED	0	185	-185	-100%	$2.5K	$0	-$2.5K	2026-10-21
Decker Retirement Planning Inc.	CLOSED	0	100	-100	-100%	$1.4K	$0	-$1.4K	2026-10-19
Bessemer Group Inc	CLOSED	0	87	-87	-100%	$1	$0	-$1	2026-11-09
Morgan Stanley	N/A	—	4,349,002	-4,349,002	-100%	$59.0M	—	—	—
Penserra Capital Management LLC	N/A	—	1,469,019	-1,469,019	-100%	$19.9M	—	—	—
Wells Fargo & Company	N/A	—	945,389	-945,389	-100%	$12.8M	—	—	—
Raymond James Financial Inc	N/A	—	742,919	-742,919	-100%	$10.1M	—	—	—
Bank of America Corp	N/A	—	440,533	-440,533	-100%	$6.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	272,993	-272,993	-100%	$3.7M	—	—	—
Stifel Financial Corp	N/A	—	261,626	-261,626	-100%	$3.5M	—	—	—
Royal Bank of Canada	N/A	—	244,675	-244,675	-100%	$3.3M	—	—	—
Guggenheim Capital LLC	N/A	—	237,034	-237,034	-100%	$3.2M	—	—	—
First Trust Advisors LP	N/A	—	193,456	-193,456	-100%	$2.6M	—	—	—
JPMorgan Chase & Co	N/A	—	188,343	-188,343	-100%	$2.6M	—	—	—
&partners	N/A	—	184,965	-184,965	-100%	$2.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	82,102	-82,102	-100%	$1.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	75,266	-75,266	-100%	$1.0M	—	—	—
Invesco Ltd.	N/A	—	70,957	-70,957	-100%	$962.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	64,403	-64,403	-100%	$873.3K	—	—	—
Cetera Investment Advisers	N/A	—	60,756	-60,756	-100%	$823.9K	—	—	—
Bramshill Investments, LLC	N/A	—	47,408	-47,408	-100%	$642.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	47,317	-47,317	-100%	$641.6K	—	—	—
UBS Group AG	N/A	—	37,651	-37,651	-100%	$510.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	34,082	-34,082	-100%	$462.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	33,303	-33,303	-100%	$451.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	30,533	-30,533	-100%	$414.0K	—	—	—
Jane Street Group, LLC	N/A	—	28,388	-28,388	-100%	$384.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	24,000	-24,000	-100%	$325.4K	—	—	—
Cofg Advisors, LLC	N/A	—	22,465	-22,465	-100%	$304.6K	—	—	—
XTX Topco Ltd	N/A	—	22,359	-22,359	-100%	$303.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	20,046	-20,046	-100%	$271.8K	—	—	—
Private Advisor Group, LLC	N/A	—	15,977	-15,977	-100%	$216.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	15,009	-15,009	-100%	$203.5K	—	—	—
BlackRock, Inc.	N/A	—	14,416	-14,416	-100%	$195.5K	—	—	—
Mariner, LLC	N/A	—	13,396	-13,396	-100%	$181.7K	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	11,855	-11,855	-100%	$160.8K	—	—	—
Allie Family Office LLC	N/A	—	10,000	-10,000	-100%	$135.6K	—	—	—
Clear Street Group Inc.	N/A	—	4,414	-4,414	-100%	$59.9K	—	—	—
Osbon Capital Management LLC	N/A	—	571	-571	-100%	$7.7K	—	—	—
BFC Planning, Inc.	N/A	—	500	-500	-100%	$6.8K	—	—	—

Showing 73 of 73 institutions