Cerity Partners
BWG

Cerity Partners’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Cerity Partners’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Hold
19,133
– – ﹤0.01% 2957
2025
Q4 		$160K Hold
19,133
– – ﹤0.01% 2691
2025
Q3 		$166K Buy
19,133
+6,507
+52% +$55.8K ﹤0.01% 2548
2025
Q2 		$105K Buy
+12,626
New +$102K ﹤0.01% 2470

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Cerity Partners's BWG Position: Q1 2026 in Review

Cerity Partners held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q1 2026 at 19,133 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Cerity Partners first reported a position in BWG in Q2 2025 and has held it in 4 quarters since. The position peaked at $166K in Q3 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • Cerity Partners held 19,133 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $147K as of Q1 2026.
  • Cerity Partners left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q1 2026.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2957 holding.
  • Cerity Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • Cerity Partners's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $166K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.