WSFS
OPP

Wilmington Savings Fund Society’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Wilmington Savings Fund Society’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
2025
Q1 		– Sell
-30,592
Closed -$255K – 2125
2024
Q4 		$255K Sell
30,592
-367
-1% -$3.15K ﹤0.01% 752
2024
Q3 		$278K Buy
+30,959
New +$272K 0.01% 716

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wilmington Savings Fund Society's OPP Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2025, closing a stake of 30,592 shares — an estimated $255K sold.

Wilmington Savings Fund Society first reported a position in OPP in Q3 2024 and held it in 2 quarters. The position peaked at $278K in Q3 2024. 49 funds tracked by Wall St. Rank hold OPP as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 30,592 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2025, an estimated $255K.
  • Wilmington Savings Fund Society first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $278K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.