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
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 $1.66T AUM 25.57% 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

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Northwestern Mutual Wealth Management's DLY Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2025, closing a stake of 850 shares — an estimated $13.5K sold.

Northwestern Mutual Wealth Management first reported a position in DLY in Q2 2022 and held it in 8 quarters. The position peaked at $34.7K in Q2 2024. 71 funds tracked by Wall St. Rank hold DLY as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 850 DoubleLine Yield Opportunities Fund shares in Q1 2025, an estimated $13.5K.
Northwestern Mutual Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q2 2022 and held it in 8 quarters.
Northwestern Mutual Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $34.7K in Q2 2024.
71 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.