DWM
DLY

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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.