WS
DBL

Wedbush Securities’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Wedbush Securities’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Sell
27,482
-459
-2% -$6.84K 0.01% 760
2025
Q4 		$426K Sell
27,941
-319
-1% -$4.91K 0.01% 734
2025
Q3 		$440K Buy
28,260
+25
+0.1% +$385 0.01% 703
2025
Q2 		$434K Buy
28,235
+510
+2% +$7.89K 0.02% 688
2025
Q1 		$433K Sell
27,725
-393
-1% -$6.15K 0.02% 659
2024
Q4 		$436K Sell
28,118
-943
-3% -$14.6K 0.02% 660
2024
Q3 		$460K Buy
29,061
+37
+0.1% +$582 0.02% 636
2024
Q2 		$446K Buy
29,024
+1,561
+6% +$23.5K 0.02% 673
2024
Q1 		$423K Buy
27,463
+11,821
+76% +$180K 0.02% 709
2023
Q4 		$240K Buy
+15,642
New +$228K 0.01% 871
2021
Q3 		– Sell
-10,786
Closed -$216K – 1189
2021
Q2 		$216K Buy
10,786
+19
+0.2% +$376 0.01% 1027
2021
Q1 		$213K Buy
+10,767
New +$213K 0.01% 951
2020
Q4 		– Sell
-11,012
Closed -$210K – 898
2020
Q3 		$210K Buy
11,012
+32
+0.3% +$615 0.02% 753
2020
Q2 		$208K Sell
10,980
-1,667
-13% -$30.6K 0.02% 764
2020
Q1 		$216K Buy
12,647
+2,031
+19% +$40.7K 0.03% 652
2019
Q4 		$219K Buy
10,616
+315
+3% +$6.52K 0.02% 825
2019
Q3 		$213K Buy
10,301
+27
+0.3% +$559 0.02% 793
2019
Q2 		$215K Buy
10,274
+28
+0.3% +$571 0.02% 788
2019
Q1 		$207K Buy
+10,246
New +$201K 0.02% 763
2018
Q4 		– Sell
-15,091
Closed -$310K – 853
2018
Q3 		$310K Sell
15,091
-1,484
-9% -$31K 0.04% 573
2018
Q2 		$346K Sell
16,575
-1,160
-7% -$24.4K 0.04% 505
2018
Q1 		$383K Sell
17,735
-1,466
-8% -$31.8K 0.05% 444
2017
Q4 		$426K Buy
19,201
+483
+3% +$11K 0.05% 432
2017
Q3 		$450K Buy
18,718
+3,663
+24% +$90K 0.06% 417
2017
Q2 		$380K Buy
15,055
+2,929
+24% +$72.4K 0.05% 469
2017
Q1 		$289K Buy
12,126
+55
+0.5% +$1.29K 0.04% 552
2016
Q4 		$279K Sell
12,071
-1,090
-8% -$25.9K 0.04% 531
2016
Q3 		$338K Sell
13,161
-324
-2% -$8.69K 0.05% 462
2016
Q2 		$361K Sell
13,485
-501
-4% -$13.2K 0.06% 382
2016
Q1 		$372K Sell
13,986
-422
-3% -$10.9K 0.06% 340
2015
Q4 		$365K Buy
14,408
+921
+7% +$23K 0.07% 338
2015
Q3 		$336K Sell
13,487
-655
-5% -$15.6K 0.07% 334
2015
Q2 		$328K Sell
14,142
-9,574
-40% -$233K 0.06% 396
2015
Q1 		$589K Sell
23,716
-5,519
-19% -$140K 0.1% 230
2014
Q4 		$718K Sell
29,235
-9,703
-25% -$236K 0.11% 179
2014
Q3 		$919K Buy
38,938
+2,607
+7% +$60.5K 0.14% 140
2014
Q2 		$859K Buy
36,331
+1,722
+5% +$40.3K 0.14% 145
2014
Q1 		$801K Buy
34,609
+1,475
+4% +$34K 0.14% 159
2013
Q4 		$740K Buy
33,134
+5,616
+20% +$128K 0.17% 143
2013
Q3 		$630K Buy
27,518
+8,050
+41% +$188K 0.17% 151
2013
Q2 		$488K Buy
+19,468
New +$518K 0.13% 183

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Wedbush Securities's DBL Position: Q1 2026 in Review

Wedbush Securities reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 1.6% in Q1 2026, selling an estimated $6.84K and leaving 27,482 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #760.

Wedbush Securities first reported a position in DBL in Q2 2013 and has held it in 41 quarters since. The position peaked at $919K in Q3 2014. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Wedbush Securities held 27,482 shares of DoubleLine Opportunistic Credit Fund worth $401K as of Q1 2026.
  • Wedbush Securities sold 459 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $6.84K.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #760 holding.
  • Wedbush Securities first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and has held it in 41 quarters since.
  • Wedbush Securities's DoubleLine Opportunistic Credit Fund position peaked at $919K in Q3 2014.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.