WA
TSI

Whipplewood Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Whipplewood Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$753K Buy
166,871
+1,093
+0.7% +$4.95K 0.51% 61
2026
Q1 		$744K Buy
165,778
+4,344
+3% +$20.6K 0.39% 73
2025
Q4 		$797K Buy
161,434
+1,866
+1% +$9.19K 0.51% 63
2025
Q3 		$785K Buy
159,568
+1,302
+0.8% +$6.43K 0.52% 63
2025
Q2 		$772K Buy
+158,266
New +$774K 0.42% 67

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whipplewood Advisors's TSI Position: Q2 2026 in Review

Whipplewood Advisors increased its TCW Strategic Income Fund (TSI) stake by 0.66% in Q2 2026, buying an estimated $4.95K and bringing the position to 166,871 shares worth $753K. The position accounts for 0.51% of the portfolio, ranked #61.

Whipplewood Advisors first reported a position in TSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Whipplewood Advisors held 166,871 shares of TCW Strategic Income Fund worth $753K as of Q2 2026.
  • Whipplewood Advisors bought 1,093 TCW Strategic Income Fund shares in Q2 2026, an estimated $4.95K.
  • TCW Strategic Income Fund made up 0.51% of Whipplewood Advisors's portfolio in Q2 2026, its #61 holding.
  • Whipplewood Advisors first reported a position in TCW Strategic Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Whipplewood Advisors's TCW Strategic Income Fund position peaked at $797K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.