CW
BWG

Curio Wealth’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Curio Wealth’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
2025
Q2 		– Sell
-1
Closed -$4.75K – 365
2025
Q1 		$4.75K Sell
1
-592
-100% -$4.93K ﹤0.01% 269
2024
Q4 		$4.75K Buy
+593
New +$5.02K ﹤0.01% 241

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curio Wealth's BWG Position: Q2 2025 in Review

Curio Wealth sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2025, closing a stake of 1 share — an estimated $4.75K sold.

Curio Wealth first reported a position in BWG in Q4 2024 and held it in 2 quarters. The position peaked at $4.75K in Q1 2025. 45 funds tracked by Wall St. Rank hold BWG as of Q2 2025.

  • Curio Wealth reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 BrandywineGLOBAL Global Income Opportunities Fund share in Q2 2025, an estimated $4.75K.
  • Curio Wealth first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $4.75K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.