HWP
BWG

Highline Wealth Partners’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Highline Wealth Partners’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 		$2.62K Hold
330
– – ﹤0.01% 1122
2026
Q1 		$2.53K Hold
330
– – ﹤0.01% 1009
2025
Q4 		$2.76K Hold
330
– – ﹤0.01% 780
2025
Q3 		$2.86K Buy
+330
New +$2.83K ﹤0.01% 770

Other funds holding BWG

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's BWG Position: Q2 2026 in Review

Highline Wealth Partners held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q2 2026 at 330 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Highline Wealth Partners first reported a position in BWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.86K in Q3 2025. 4 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Highline Wealth Partners held 330 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $2.62K as of Q2 2026.
  • Highline Wealth Partners left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q2 2026.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1122 holding.
  • Highline Wealth Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $2.86K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.