Walled Lake Planning & Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Walled Lake Planning & 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	$565K	Hold	40,142	–	–	0.14%	70
2026 Q1	$559K	Hold	40,142	–	–	0.16%	70
2025 Q4	$584K	Hold	40,142	–	–	0.18%	68
2025 Q3	$605K	Hold	40,142	–	–	0.2%	64
2025 Q2	$626K	Hold	40,142	–	–	0.2%	60
2025 Q1	$646K	Hold	40,142	–	–	0.23%	58
2024 Q4	$635K	Hold	40,142	–	–	0.24%	59
2024 Q3	$666K	Buy	40,142 +6,200	+18%	+$101K	0.25%	54
2024 Q2	$536K	Hold	33,942	–	–	0.22%	57
2024 Q1	$541K	Buy	33,942 +9,770	+40%	+$150K	0.22%	47
2023 Q4	$359K	Buy	24,172 +7,035	+41%	+$101K	0.17%	66
2023 Q3	$252K	Buy	+17,137	New	+$249K	0.13%	78

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

Walled Lake Planning & Wealth Management's DLY Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 40,142 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #70.

Walled Lake Planning & Wealth Management first reported a position in DLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $666K in Q3 2024. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Walled Lake Planning & Wealth Management held 40,142 shares of DoubleLine Yield Opportunities Fund worth $565K as of Q2 2026.
Walled Lake Planning & Wealth Management left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.14% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #70 holding.
Walled Lake Planning & Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
Walled Lake Planning & Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $666K in Q3 2024.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.