Wealthcare Advisory Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Wealthcare Advisory Partners’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 Q4	–	Sell	-14,990	Closed	-$226K	–	1082
2025 Q3	$226K	Sell	14,990 -275	-2%	-$4.24K	﹤0.01%	936
2025 Q2	$238K	Buy	15,265 +315	+2%	+$4.84K	0.01%	876
2025 Q1	$241K	Sell	14,950 -2,380	-14%	-$38.3K	0.01%	817
2024 Q4	$274K	Buy	17,330 +615	+4%	+$9.98K	0.01%	746
2024 Q3	$277K	Buy	16,715 +4,605	+38%	+$74.7K	0.01%	743
2024 Q2	$191K	Buy	12,110 +1,805	+18%	+$28.1K	0.01%	797
2024 Q1	$164K	Buy	+10,305	New	+$159K	0.01%	778

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

SIA

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealthcare Advisory Partners's DLY Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2025, closing a stake of 14,990 shares — an estimated $226K sold.

Wealthcare Advisory Partners first reported a position in DLY in Q1 2024 and held it in 7 quarters. The position peaked at $277K in Q3 2024. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

Wealthcare Advisory Partners reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 14,990 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $226K.
Wealthcare Advisory Partners first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and held it in 7 quarters.
Wealthcare Advisory Partners's DoubleLine Yield Opportunities Fund position peaked at $277K in Q3 2024.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.