Jeff Yass’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Jeff Yass’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	–	Sell	-12,390	Closed	-$95K	–	13439
2026 Q1	$95K	Sell	12,390 -20,132	-62%	-$166K	﹤0.01%	12373
2025 Q4	$272K	Sell	32,522 -11,108	-25%	-$94.2K	﹤0.01%	10178
2025 Q3	$379K	Buy	+43,630	New	+$374K	﹤0.01%	9591
2025 Q2	–	Sell	-15,410	Closed	-$129K	–	12701
2025 Q1	$129K	Sell	15,410 -1,537	-9%	-$12.8K	﹤0.01%	11344
2024 Q4	$136K	Buy	+16,947	New	+$144K	﹤0.01%	11095
2024 Q2	–	Sell	-16,780	Closed	-$142K	–	12094
2024 Q1	$142K	Buy	+16,780	New	+$141K	﹤0.01%	10949
2023 Q4	–	Sell	-15,457	Closed	-$116K	–	12397
2023 Q3	$116K	Buy	+15,457	New	+$125K	﹤0.01%	10793
2023 Q1	–	Sell	-31,596	Closed	-$258K	–	12612
2022 Q4	$258K	Buy	+31,596	New	+$254K	﹤0.01%	9477
2019 Q2	–	Sell	-19,635	Closed	-$219K	–	10232
2019 Q1	$219K	Buy	+19,635	New	+$216K	﹤0.01%	7747
2018 Q4	–	Sell	-10,886	Closed	-$118K	–	8964
2018 Q3	$118K	Buy	+10,886	New	+$123K	﹤0.01%	8537

Other funds holding BWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's BWG Position: Q2 2026 in Review

Jeff Yass sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2026, closing a stake of 12,390 shares — an estimated $95K sold.

Jeff Yass first reported a position in BWG in Q3 2018 and held it in 10 quarters. The position peaked at $379K in Q3 2025. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

Jeff Yass reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 12,390 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $95K.
Jeff Yass first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2018 and held it in 10 quarters.
Jeff Yass's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $379K in Q3 2025.
48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.