Empowered Funds’s Broadwind BWEN Stock Holding History

Empowered Funds’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Buy	127,727 +9,561	+8%	+$25.9K	﹤0.01%	1880
2025 Q4	$334K	Buy	118,166 +10,658	+10%	+$28K	0.01%	837
2025 Q3	$226K	Buy	107,508 +10,287	+11%	+$23K	﹤0.01%	1680
2025 Q2	$176K	Buy	97,221 +4,903	+5%	+$8.27K	﹤0.01%	1664
2025 Q1	$134K	Buy	92,318 +6,931	+8%	+$11.6K	﹤0.01%	1548
2024 Q4	$161K	Buy	85,387 +4,176	+5%	+$7.93K	﹤0.01%	1531
2024 Q3	$184K	Buy	81,211 +28,021	+53%	+$73.7K	﹤0.01%	1335
2024 Q2	$174K	Buy	53,190 +3,780	+8%	+$11.3K	﹤0.01%	1315
2024 Q1	$118K	Buy	49,410 +3,675	+8%	+$9.02K	﹤0.01%	1340
2023 Q4	$127K	Buy	+45,735	New	+$121K	﹤0.01%	1232

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds's BWEN Position: Q1 2026 in Review

Empowered Funds increased its Broadwind (BWEN) stake by 8.1% in Q1 2026, buying an estimated $25.9K and bringing the position to 127,727 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Empowered Funds first reported a position in BWEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $334K in Q4 2025. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

Empowered Funds held 127,727 shares of Broadwind worth $266K as of Q1 2026.
Empowered Funds bought 9,561 Broadwind shares in Q1 2026, an estimated $25.9K.
Broadwind made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1880 holding.
Empowered Funds first reported a position in Broadwind in Q4 2023 and has held it in 10 quarters since.
Empowered Funds's Broadwind position peaked at $334K in Q4 2025.
54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.