WAP
DLY

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

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Wells Fargo
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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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return