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TCW Strategic Income Fund shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

All positions including TCW Strategic Income Fund held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TCW Strategic Income Fund by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $785k 160k 4.92
2025-06-30 $772k 158k 4.88

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding TCW Strategic Income Fund

Sit Investment Associates
JP Wealth Management
1607 Capital Partners
Kovitz Investment Group Partners
Morgan Stanley
Raymond James Financial
Northside Capital Management
Ameriprise Financial
May Louie
Wells Fargo & Company
Riverbrige Partners
Whipplewood Advisors
UBS Group
Seven Mile Advisory
Advisor Group Holdings

View all funds holding TCW Strategic Income Fund