World Equity Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

World Equity Group’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 Q3	$285K	Buy	21,055 +4,455	+27%	+$62.6K	0.12%	181
2026 Q2	$239K	Buy	16,600 +5,500	+50%	+$79.2K	0.05%	344
2026 Q1	$162K	Hold	11,100	–	–	0.04%	364
2025 Q4	$169K	Hold	11,100	–	–	0.05%	324
2025 Q3	$173K	Buy	11,100 +750	+7%	+$11.5K	0.04%	343
2025 Q2	$159K	Sell	10,350 -1,500	-13%	-$23.2K	0.04%	313
2025 Q1	$185K	Buy	11,850 +600	+5%	+$9.4K	0.05%	291
2024 Q4	$174K	Buy	+11,250	New	+$174K	0.04%	349

Other funds holding DBL

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

World Equity Group's DBL Position: Q3 2026 in Review

World Equity Group increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 27% in Q3 2026, buying an estimated $62.6K and bringing the position to 21,055 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #181.

World Equity Group first reported a position in DBL in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

World Equity Group held 21,055 shares of DoubleLine Opportunistic Credit Fund worth $285K as of Q3 2026.
World Equity Group bought 4,455 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $62.6K.
DoubleLine Opportunistic Credit Fund made up 0.12% of World Equity Group's portfolio in Q3 2026, its #181 holding.
World Equity Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.