SDWIA
DLY

Schwarz Dygos Wheeler Investment Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.09M Buy
77,737
+3,360
+5% +$47.2K 0.21% 76
2026
Q1 		$1.04M Buy
74,377
+1,785
+2% +$25.9K 0.21% 69
2025
Q4 		$1.06M Buy
72,592
+4,839
+7% +$71.1K 0.22% 67
2025
Q3 		$1.02M Buy
67,753
+395
+0.6% +$6.09K 0.22% 73
2025
Q2 		$1.05M Buy
67,358
+1,638
+2% +$25.2K 0.24% 67
2025
Q1 		$1.06M Buy
65,720
+3,508
+6% +$56.5K 0.25% 65
2024
Q4 		$985K Buy
62,212
+12,607
+25% +$204K 0.24% 70
2024
Q3 		$823K Buy
49,605
+75
+0.2% +$1.22K 0.21% 77
2024
Q2 		$782K Buy
49,530
+3,841
+8% +$59.9K 0.21% 77
2024
Q1 		$728K Buy
45,689
+2,813
+7% +$43.3K 0.2% 80
2023
Q4 		$638K Buy
42,876
+285
+0.7% +$4.1K 0.2% 81
2023
Q3 		$627K Buy
42,591
+9,297
+28% +$135K 0.21% 73
2023
Q2 		$484K Buy
33,294
+722
+2% +$10.2K 0.16% 88
2023
Q1 		$456K Buy
32,572
+4,847
+17% +$68.4K 0.16% 85
2022
Q4 		$364K Buy
+27,725
New +$374K 0.14% 92

Other funds holding DLY

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 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 $1.31B AUM 24.92% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DLY Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its DoubleLine Yield Opportunities Fund (DLY) stake by 4.5% in Q2 2026, buying an estimated $47.2K and bringing the position to 77,737 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #76.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DLY in Q4 2022 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 77,737 shares of DoubleLine Yield Opportunities Fund worth $1.09M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 3,360 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $47.2K.
  • DoubleLine Yield Opportunities Fund made up 0.21% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • 47 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.