DWM
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DKM Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

DKM Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,556
Closed -$153K – 79
2025
Q4 		$153K Buy
+10,556
New +$155K 0.11% 60

Other funds holding DLY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

DKM Wealth Management's DLY Position: Q1 2026 in Review

DKM Wealth Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2026, closing a stake of 10,556 shares — an estimated $153K sold.

DKM Wealth Management first reported a position in DLY in Q4 2025 and held it in 1 quarter. The position peaked at $153K in Q4 2025. 95 funds tracked by Wall St. Rank hold DLY as of Q1 2026.

  • DKM Wealth Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • DKM Wealth Management sold 10,556 DoubleLine Yield Opportunities Fund shares in Q1 2026, an estimated $153K.
  • DKM Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • DKM Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $153K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.