Northwestern Mutual Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Northwestern Mutual 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 Q2	$15.6K	Buy	+1,109	New	+$15.6K	﹤0.01%	2965
2025 Q1	–	Sell	-850	Closed	-$13.5K	–	3723
2024 Q4	$13.5K	Buy	+850	New	+$13.8K	﹤0.01%	2640
2024 Q3	–	Sell	-2,198	Closed	-$34.7K	–	3644
2024 Q2	$34.7K	Buy	+2,198	New	+$34.3K	﹤0.01%	2221
2023 Q4	–	Sell	-670	Closed	-$9.87K	–	3518
2023 Q3	$9.87K	Hold	670	–	–	﹤0.01%	2541
2023 Q2	$9.73K	Hold	670	–	–	﹤0.01%	2582
2023 Q1	$9.37K	Hold	670	–	–	﹤0.01%	2528
2022 Q4	$8.79K	Sell	670 -691	-51%	-$9.32K	﹤0.01%	2555
2022 Q3	$18K	Buy	1,361 +580	+74%	+$8.48K	﹤0.01%	2257
2022 Q2	$11K	Buy	+781	New	+$12.1K	﹤0.01%	2473

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's DLY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q2 2026: 1,109 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #2965 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in DLY as recently as Q4 2024.

Northwestern Mutual Wealth Management first reported a position in DLY in Q2 2022 and has held it in 9 quarters since. The position peaked at $34.7K in Q2 2024. 89 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Northwestern Mutual Wealth Management held 1,109 shares of DoubleLine Yield Opportunities Fund worth $15.6K as of Q2 2026.
DoubleLine Yield Opportunities Fund was a new Northwestern Mutual Wealth Management position in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2965 holding.
Northwestern Mutual Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q2 2022 and has held it in 9 quarters since.
Northwestern Mutual Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $34.7K in Q2 2024.
89 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.