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 Q2	$152K	Hold	19,133	–	–	﹤0.01%	3131
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's BWG Position: Q2 2026 in Review

Cerity Partners held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q2 2026 at 19,133 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Cerity Partners first reported a position in BWG in Q2 2025 and has held it in 5 quarters since. The position peaked at $166K in Q3 2025. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

Cerity Partners held 19,133 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $152K as of Q2 2026.
Cerity Partners left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q2 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3131 holding.
Cerity Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $166K in Q3 2025.
48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.