WSFS
PDO

Wilmington Savings Fund Society’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wilmington Savings Fund Society’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42,810
Closed -$577K – 1862
2025
Q2 		$577K Buy
42,810
+1,237
+3% +$16.5K 0.01% 549
2025
Q1 		$577K Buy
41,573
+1,187
+3% +$16.4K 0.01% 542
2024
Q4 		$549K Buy
40,386
+1,149
+3% +$15.7K 0.01% 555
2024
Q3 		$554K Buy
+39,237
New +$531K 0.01% 549

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Savings Fund Society's PDO Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2025, closing a stake of 42,810 shares — an estimated $577K sold.

Wilmington Savings Fund Society first reported a position in PDO in Q3 2024 and held it in 4 quarters. The position peaked at $577K in Q2 2025. 133 funds tracked by Wall St. Rank hold PDO as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 42,810 PIMCO Dynamic Income Opportunities Fund shares in Q3 2025, an estimated $577K.
  • Wilmington Savings Fund Society first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's PIMCO Dynamic Income Opportunities Fund position peaked at $577K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.