WLPWM
DLY

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
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

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return