Laird Norton Wetherby Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$183K	Hold	21,077	–	–	0.01%	900
2025 Q2	$175K	Buy	+21,077	New	+$170K	0.01%	897
2024 Q4	$169K	Hold	21,077	–	–	0.01%	862
2024 Q3	$186K	Hold	21,077	–	–	0.01%	879
2024 Q2	$174K	Hold	21,077	–	–	0.01%	866
2024 Q1	$179K	Buy	+21,077	New	+$177K	0.01%	898

Other funds holding BWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BWG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q3 2025 at 21,077 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #900.

Laird Norton Wetherby Wealth Management first reported a position in BWG in Q1 2024 and has held it in 6 quarters since. The position peaked at $186K in Q3 2024. 44 funds tracked by Wall St. Rank hold BWG as of Q3 2025.

Laird Norton Wetherby Wealth Management held 21,077 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $183K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q3 2025.
BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #900 holding.
Laird Norton Wetherby Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2024 and has held it in 6 quarters since.
Laird Norton Wetherby Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $186K in Q3 2024.
44 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.