EH
DMO

Equitable Holdings’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Equitable Holdings’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186K Buy
17,344
+5,729
+49% +$62.6K ﹤0.01% 1724
2026
Q1 		$128K Buy
+11,615
New +$128K ﹤0.01% 1639

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Equitable Holdings's DMO Position: Q2 2026 in Review

Equitable Holdings increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 49% in Q2 2026, buying an estimated $62.6K and bringing the position to 17,344 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Equitable Holdings first reported a position in DMO in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Equitable Holdings held 17,344 shares of Western Asset Mortgage Opportunity Fund worth $186K as of Q2 2026.
  • Equitable Holdings bought 5,729 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $62.6K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1724 holding.
  • Equitable Holdings first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.