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 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%	+$9.39K	0.05%	291
2024 Q4	$174K	Buy	+11,250	New	+$174K	0.04%	349

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

World Equity Group's DBL Position: Q2 2026 in Review

World Equity Group increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 50% in Q2 2026, buying an estimated $79.2K and bringing the position to 16,600 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #344.

World Equity Group first reported a position in DBL in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

World Equity Group held 16,600 shares of DoubleLine Opportunistic Credit Fund worth $239K as of Q2 2026.
World Equity Group bought 5,500 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $79.2K.
DoubleLine Opportunistic Credit Fund made up 0.05% of World Equity Group's portfolio in Q2 2026, its #344 holding.
World Equity Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.