Empirical Asset Management’s NYLIM Winslow Large Cap Growth ETF IWLG Stock Holding History

Empirical Asset Management’s Portfolio IWLG Stock Details IWLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Sell	11,010 -45	-0.4%	-$2.45K	0.14%	190
2026 Q1	$528K	Sell	11,055 -22	-0.2%	-$1.13K	0.14%	205
2025 Q4	$600K	Buy	+11,077	New	+$604K	0.17%	170

Other funds holding IWLG

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empirical Asset Management's IWLG Position: Q2 2026 in Review

Empirical Asset Management reduced its NYLIM Winslow Large Cap Growth ETF (IWLG) stake by 0.41% in Q2 2026, selling an estimated $2.45K and leaving 11,010 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #190.

Empirical Asset Management first reported a position in IWLG in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

Empirical Asset Management held 11,010 shares of NYLIM Winslow Large Cap Growth ETF worth $623K as of Q2 2026.
Empirical Asset Management sold 45 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $2.45K.
NYLIM Winslow Large Cap Growth ETF made up 0.14% of Empirical Asset Management's portfolio in Q2 2026, its #190 holding.
Empirical Asset Management first reported a position in NYLIM Winslow Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.