WOSD
OPP

WFA of San Diego’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

WFA of San Diego’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Buy
22,000
+6,825
+45% +$52.6K 0.14% 94
2026
Q1 		$116K Buy
15,175
+13,875
+1,067% +$108K 0.09% 120
2025
Q4 		$10.3K Buy
+1,300
New +$10.5K 0.01% 314

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WFA of San Diego's OPP Position: Q2 2026 in Review

WFA of San Diego increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 45% in Q2 2026, buying an estimated $52.6K and bringing the position to 22,000 shares worth $169K. The position accounts for 0.14% of the portfolio, ranked #94.

WFA of San Diego first reported a position in OPP in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • WFA of San Diego held 22,000 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $169K as of Q2 2026.
  • WFA of San Diego bought 6,825 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2026, an estimated $52.6K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.14% of WFA of San Diego's portfolio in Q2 2026, its #94 holding.
  • WFA of San Diego first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.