World Equity Group
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World Equity Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

World Equity Group’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Buy
30,024
+5,328
+22% +$56.4K 0.12% 169
2026
Q2 		$273K Buy
24,696
+6,116
+33% +$67K 0.06% 321
2026
Q1 		$201K Buy
18,580
+2,200
+13% +$24.8K 0.05% 360
2025
Q4 		$185K Buy
16,380
+1,161
+8% +$13.4K 0.05% 320
2025
Q3 		$187K Buy
15,219
+1,389
+10% +$17K 0.04% 341
2025
Q2 		$169K Buy
13,830
+2,000
+17% +$24.1K 0.05% 312
2025
Q1 		$149K Buy
11,830
+300
+3% +$3.8K 0.04% 296
2024
Q4 		$145K Buy
+11,530
New +$147K 0.03% 352

Other funds holding DSL

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

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

World Equity Group increased its DoubleLine Income Solutions Fund (DSL) stake by 22% in Q3 2026, buying an estimated $56.4K and bringing the position to 30,024 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #169.

World Equity Group first reported a position in DSL in Q4 2024 and has held it in 8 quarters since. 37 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

  • World Equity Group held 30,024 shares of DoubleLine Income Solutions Fund worth $300K as of Q3 2026.
  • World Equity Group bought 5,328 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $56.4K.
  • DoubleLine Income Solutions Fund made up 0.12% of World Equity Group's portfolio in Q3 2026, its #169 holding.
  • World Equity Group first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 8 quarters since.
  • 37 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

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