Laird Norton Wetherby Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Hold	20,000	–	–	0.01%	815
2025 Q2	$245K	Buy	+20,000	New	+$241K	0.01%	804
2024 Q4	$322K	Buy	25,586 +144	+0.6%	+$1.83K	0.02%	681
2024 Q3	$330K	Buy	25,442 +334	+1%	+$4.27K	0.02%	697
2024 Q2	$314K	Buy	25,108 +5,108	+26%	+$63.6K	0.01%	694
2024 Q1	$254K	Hold	20,000	–	–	0.01%	793
2023 Q4	$245K	Hold	20,000	–	–	0.01%	794
2023 Q3	$234K	Hold	20,000	–	–	0.01%	764
2023 Q2	$238K	Hold	20,000	–	–	0.01%	788
2023 Q1	$227K	Hold	20,000	–	–	0.01%	788
2022 Q4	$222K	Sell	20,000 -5,722	-22%	-$65K	0.01%	771
2022 Q3	$278K	Sell	25,722 -5,722	-18%	-$70.2K	0.02%	685
2022 Q2	$381K	Buy	31,444 +5,722	+22%	+$75.5K	0.03%	592
2022 Q1	$373K	Buy	25,722 +5,722	+29%	+$86.2K	0.02%	623
2021 Q4	$322K	Hold	20,000	–	–	0.02%	695
2021 Q3	$355K	Hold	20,000	–	–	0.02%	639
2021 Q2	$362K	Buy	+20,000	New	+$363K	0.02%	641
2021 Q1	–	Sell	-20,000	Closed	-$332K	–	809
2020 Q4	$332K	Buy	+20,000	New	+$325K	0.02%	622

Other funds holding DSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DSL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its DoubleLine Income Solutions Fund (DSL) position steady in Q3 2025 at 20,000 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #815.

Laird Norton Wetherby Wealth Management first reported a position in DSL in Q4 2020 and has held it in 18 quarters since. The position peaked at $381K in Q2 2022. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

Laird Norton Wetherby Wealth Management held 20,000 shares of DoubleLine Income Solutions Fund worth $246K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its DoubleLine Income Solutions Fund share count unchanged in Q3 2025.
DoubleLine Income Solutions Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #815 holding.
Laird Norton Wetherby Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's DoubleLine Income Solutions Fund position peaked at $381K in Q2 2022.
169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.