EPW
TWN

Evolve Private Wealth’s Taiwan Fund TWN Stock Holding History

Evolve Private Wealth’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Sell
15,942
-1,077
-6% -$96.9K 0.09% 195
2026
Q1 		$1.12M Sell
17,019
-103
-0.6% -$6.2K 0.06% 306
2025
Q4 		$915K Buy
+17,122
New +$958K 0.05% 323

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Evolve Private Wealth's TWN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Taiwan Fund (TWN) stake by 6.3% in Q2 2026, selling an estimated $96.9K and leaving 15,942 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #195.

Evolve Private Wealth first reported a position in TWN in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold TWN as of Q2 2026.

  • Evolve Private Wealth held 15,942 shares of Taiwan Fund worth $1.53M as of Q2 2026.
  • Evolve Private Wealth sold 1,077 Taiwan Fund shares in Q2 2026, an estimated $96.9K.
  • Taiwan Fund made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Evolve Private Wealth first reported a position in Taiwan Fund in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Taiwan Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.