EA
BWG

Eclectic Associates’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Eclectic Associates’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 		$353K Buy
44,441
+3,511
+9% +$28K 0.04% 118
2026
Q1 		$314K Buy
40,930
+13,489
+49% +$111K 0.04% 121
2025
Q4 		$230K Buy
+27,441
New +$233K 0.04% 133

Other funds holding BWG

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Eclectic Associates's BWG Position: Q2 2026 in Review

Eclectic Associates increased its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 8.6% in Q2 2026, buying an estimated $28K and bringing the position to 44,441 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #118.

Eclectic Associates first reported a position in BWG in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Eclectic Associates held 44,441 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $353K as of Q2 2026.
  • Eclectic Associates bought 3,511 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $28K.
  • BrandywineGLOBAL Global Income Opportunities Fund made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #118 holding.
  • Eclectic Associates first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.