EPW
BWG

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

Evolve Private 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
2026
Q1 		$129K Sell
16,862
-48
-0.3% -$396 0.01% 968
2025
Q4 		$142K Buy
+16,910
New +$143K 0.01% 897

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Evolve Private Wealth's BWG Position: Q1 2026 in Review

Evolve Private Wealth reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 0.28% in Q1 2026, selling an estimated $396 and leaving 16,862 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #968.

Evolve Private Wealth first reported a position in BWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $142K in Q4 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • Evolve Private Wealth held 16,862 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $129K as of Q1 2026.
  • Evolve Private Wealth sold 48 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $396.
  • BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #968 holding.
  • Evolve Private Wealth first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $142K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.