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Upturn AI SWOT - About
Western Asset Diversified Income Fund (WDI)
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Upturn Advisory Summary
08/14/2025: WDI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 20.16% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. It seeks high current income by investing in a diversified portfolio of fixed-income securities. It was founded in 2006.
Core Business Areas
- Fixed Income Investments: Invests primarily in a diversified portfolio of fixed-income securities, including U.S. government and agency securities, corporate bonds, mortgage-backed securities, asset-backed securities, and emerging market debt.
Leadership and Structure
The fund is managed by a team of investment professionals at Western Asset Management Company.
Top Products and Market Share
Key Offerings
- Diversified Income Fund (WDI): WDI's primary offering is a diversified portfolio of fixed-income securities aiming for high current income. It does not directly compete in a product-by-product sense, but rather as a holistic income solution. Competitors are other closed-end and exchange-traded income funds.
Market Dynamics
Industry Overview
The closed-end fund (CEF) industry is influenced by interest rates, credit spreads, and investor sentiment. Demand for income-generating assets remains strong.
Positioning
WDI is positioned as a diversified income solution within the CEF market. Its competitive advantage lies in its experienced management team and broad investment mandate.
Total Addressable Market (TAM)
The total addressable market for fixed income funds is in the trillions of dollars globally. WDI is positioned to capture a small fraction of that TAM, targeting investors seeking consistent income through diversified fixed-income assets.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Strong track record of income generation
Weaknesses
- Sensitivity to interest rate changes
- Market volatility can impact performance
- Discount to NAV can fluctuate
Opportunities
- Growing demand for income-generating assets
- Potential for capital appreciation in undervalued sectors
- Strategic allocation to emerging markets
Threats
- Rising interest rates
- Increased credit risk
- Market downturns
- Competition from other income-generating investments
Competitors and Market Share
Key Competitors
- PIMCO Dynamic Credit and Mortgage Income Fund (PCI)
- BlackRock Core Bond Trust (BKT)
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
WDI competes with other closed-end funds and ETFs offering diversified income strategies. Competition is based on factors such as yield, total return, expense ratio, and fund manager expertise.
Growth Trajectory and Initiatives
Historical Growth: Growth is measured by increases in AUM (Assets Under Management) and NAV. Historical data needed from financial data providers.
Future Projections: Future growth depends on market conditions, investment performance, and investor demand. Analyst estimates available from financial data providers.
Recent Initiatives: Initiatives might include strategic portfolio adjustments to capitalize on market opportunities or reduce risk.
Summary
Western Asset Diversified Income Fund offers diversified exposure to fixed income and a consistent income stream. The fund is sensitive to interest rate movements and market volatility. Its experienced management team is a key strength, but potential rising interest rates and increased competition could pose threats. Investors need to understand closed end fund mechanics to evaluate this investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- FactSet
- Company Filings
- Financial Data Providers
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Market share data is approximate and may vary depending on the source.
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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