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Upturn AI SWOT - About
Western Asset Diversified Income Fund (WDI)
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Upturn Advisory Summary
10/15/2025: WDI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 29.83% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 765.95M USD | Price to earnings Ratio 10.88 | 1Y Target Price - |
Price to earnings Ratio 10.88 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.45 - 15.84 | Updated Date 06/29/2025 |
52 Weeks Range 12.45 - 15.84 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.05% | Basic EPS (TTM) 1.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) -1835.04% |
Valuation
Trailing PE 10.88 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.65 |
Enterprise Value - | Price to Sales(TTM) 10.65 | ||
Enterprise Value to Revenue 15.63 | Enterprise Value to EBITDA - | Shares Outstanding 51788200 | Shares Floating - |
Shares Outstanding 51788200 | Shares Floating - | ||
Percent Insiders 0.03 | Percent Institutions 23.09 |
Upturn AI SWOT
Western Asset Diversified Income Fund
Company Overview
History and Background
Western Asset Diversified Income Fund (WDI) is a closed-end fund managed by Western Asset Management Company. The fund focuses on providing high current income by investing in a diversified portfolio of fixed-income securities. Its inception date was in 2006.
Core Business Areas
- Fixed Income Investments: The fund primarily invests in a diversified portfolio of fixed-income securities, including government and corporate bonds, mortgage-backed securities, and asset-backed securities.
Leadership and Structure
The fund is managed by a team of investment professionals at Western Asset Management Company. The specific individuals involved in the fund's management may vary over time.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: WDI offers investors access to a diversified portfolio of fixed-income securities designed to generate high current income. No specific market share data is available. Competitors include other closed-end fixed income funds and ETFs.
Market Dynamics
Industry Overview
The fixed-income market is influenced by interest rates, economic growth, inflation, and credit spreads. Demand is driven by investors seeking income and capital preservation.
Positioning
WDI aims to provide high current income within the fixed-income market. Its competitive advantage lies in Western Asset's expertise in fixed-income investing and its ability to access a wide range of securities.
Total Addressable Market (TAM)
The TAM for fixed-income investments is very large, encompassing all investable debt securities globally. WDI's positioning is to capture a portion of this market by providing a diversified income stream.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Access to Western Asset's research capabilities
Weaknesses
- Sensitivity to interest rate changes
- Credit risk
- Market risk
Opportunities
- Rising interest rates could increase income
- Market dislocations can create buying opportunities
- Demand for income-generating investments
Threats
- Economic downturn could increase credit risk
- Rising inflation could erode returns
- Competition from other fixed-income products
Competitors and Market Share
Key Competitors
- PDI
- PCI
- RQI
- BME
- OXLC
Competitive Landscape
WDI faces competition from other closed-end fixed income funds with similar investment objectives. Its success depends on its ability to generate competitive returns and manage risk effectively. Note: Market share is difficult to determine precisely for closed-end funds, as it represents a small slice of the overall fixed-income market. The values above are for illustrative purposes only and not exact market share. The actual figures fluctuate over time based on Assets Under Management for each competitor.
Growth Trajectory and Initiatives
Historical Growth: WDI's historical growth depends on its ability to generate income and manage risk within the fixed-income market.
Future Projections: Future projections are dependent on interest rate forecasts, economic outlook, and Western Asset's investment strategy.
Recent Initiatives: Recent initiatives could include adjusting the portfolio's duration, credit quality, or sector allocation in response to market changes.
Summary
Western Asset Diversified Income Fund aims to provide high current income through a diversified fixed-income portfolio. Its performance is tied to interest rate sensitivity and credit risk. The fund benefits from experienced management and Western Asset's resources. Key watchouts are economic downturns and rising inflation, which could erode returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Third-party financial data providers
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share numbers are estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Western Asset Diversified Income Fund
Exchange NYSE | Headquaters Pasadena, CA, United States | ||
IPO Launch date 2021-06-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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