World Investment Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

World Investment Advisors’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,005	Closed	-$528K	–	1488
2025 Q3	$528K	Sell	35,005 -143,405	-80%	-$2.21M	0.01%	757
2025 Q2	$2.78M	Sell	178,410 -120,940	-40%	-$1.86M	0.06%	318
2025 Q1	$4.82M	Buy	299,350 +123,980	+71%	+$2M	0.13%	193
2024 Q4	$2.78M	Buy	175,370 +26,240	+18%	+$426K	0.08%	277
2024 Q3	$2.47M	Buy	+149,130	New	+$2.42M	0.08%	268

Other funds holding DLY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Investment Advisors's DLY Position: Q4 2025 in Review

World Investment Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2025, closing a stake of 35,005 shares — an estimated $528K sold.

World Investment Advisors first reported a position in DLY in Q3 2024 and held it in 5 quarters. The position peaked at $4.82M in Q1 2025. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

World Investment Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 35,005 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $528K.
World Investment Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2024 and held it in 5 quarters.
World Investment Advisors's DoubleLine Yield Opportunities Fund position peaked at $4.82M in Q1 2025.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.