WEG
DBL

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

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 16 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.
  • 16 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.