Jeff Yass’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Jeff Yass’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	17,389 +3,169	+22%	+$34.6K	﹤0.01%	12029
2026 Q1	$153K	Buy	+14,220	New	+$157K	﹤0.01%	11978
2025 Q1	–	Sell	-13,422	Closed	-$158K	–	12666
2024 Q4	$158K	Buy	+13,422	New	+$162K	﹤0.01%	10973
2024 Q1	–	Sell	-19,458	Closed	-$217K	–	12393
2023 Q4	$217K	Buy	19,458 +6,715	+53%	+$71.8K	﹤0.01%	10508
2023 Q3	$136K	Buy	+12,743	New	+$139K	﹤0.01%	10645
2023 Q2	–	Sell	-12,292	Closed	-$128K	–	12264
2023 Q1	$128K	Buy	12,292 +2,059	+20%	+$22.6K	﹤0.01%	11066
2022 Q4	$110K	Sell	10,233 -1,661	-14%	-$18K	﹤0.01%	10872
2022 Q3	$132K	Sell	11,894 -438	-4%	-$5.24K	﹤0.01%	11405
2022 Q2	$144K	Buy	+12,332	New	+$151K	﹤0.01%	11075
2022 Q1	–	Sell	-10,946	Closed	-$166K	–	13153
2021 Q4	$166K	Buy	+10,946	New	+$172K	﹤0.01%	11671
2018 Q3	–	Sell	-12,294	Closed	-$283K	–	9394
2018 Q2	$283K	Buy	+12,294	New	+$302K	﹤0.01%	7953

Other funds holding DMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jeff Yass's DMO Position: Q2 2026 in Review

Jeff Yass increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 22% in Q2 2026, buying an estimated $34.6K and bringing the position to 17,389 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #12029.

Jeff Yass first reported a position in DMO in Q2 2018 and has held it in 11 quarters since. The position peaked at $283K in Q2 2018. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

Jeff Yass held 17,389 shares of Western Asset Mortgage Opportunity Fund worth $186K as of Q2 2026.
Jeff Yass bought 3,169 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $34.6K.
Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12029 holding.
Jeff Yass first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2018 and has held it in 11 quarters since.
Jeff Yass's Western Asset Mortgage Opportunity Fund position peaked at $283K in Q2 2018.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.