WDI — Western Asset Diversified Incm Com Shs Ben Int Institutional Holders · Q3 2026
Who owns Western Asset Diversified Incm Com Shs Ben Int (WDI)? 3 institutions reported holding $687,226 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Elevation Wealth Partners, LLC ($665,950), Noble Wealth Management PBC ($21,276), CoreCap Advisors, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ELEVATION WEALTH PARTNERS, LLC | $665,950 | 56,341 | New |
| 2 | Noble Wealth Management PBC | $21,276 | 1,800 | Added |
| 3 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30