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BWG

NewEdge Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

NewEdge Advisors’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 		$338K Sell
44,100
-900
-2% -$7.43K ﹤0.01% 2253
2025
Q4 		$377K Sell
45,000
-2,100
-4% -$17.8K ﹤0.01% 2166
2025
Q3 		$409K Sell
47,100
-1,000
-2% -$8.58K ﹤0.01% 1965
2025
Q2 		$400K Sell
48,100
-1,800
-4% -$14.5K ﹤0.01% 1826
2025
Q1 		$417K Sell
49,900
-1,500
-3% -$12.5K ﹤0.01% 1687
2024
Q4 		$411K Sell
51,400
-6,200
-11% -$52.5K ﹤0.01% 1674
2024
Q3 		$509K Sell
57,600
-3,600
-6% -$31.1K ﹤0.01% 1471
2024
Q2 		$506K Sell
61,200
-1,900
-3% -$15.7K ﹤0.01% 1418
2024
Q1 		$535K Sell
63,100
-11,800
-16% -$99.4K ﹤0.01% 1309
2023
Q4 		$626K Buy
74,900
+7,525
+11% +$57.6K 0.01% 1167
2023
Q3 		$506K Sell
67,375
-14,400
-18% -$116K 0.01% 1163
2023
Q2 		$657K Sell
81,775
-475
-0.6% -$3.74K 0.01% 1052
2023
Q1 		$643K Sell
82,250
-3,550
-4% -$29.2K 0.01% 999
2022
Q4 		$699K Buy
85,800
+1,300
+2% +$10.4K 0.02% 644
2022
Q3 		$644K Buy
84,500
+1,800
+2% +$15.6K 0.01% 842
2022
Q2 		$696K Buy
82,700
+6,900
+9% +$62.9K 0.01% 835
2022
Q1 		$767K Buy
75,800
+6,300
+9% +$68.3K 0.01% 725
2021
Q4 		$814K Buy
+69,500
New +$841K 0.01% 840

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

NewEdge Advisors's BWG Position: Q1 2026 in Review

NewEdge Advisors reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 2% in Q1 2026, selling an estimated $7.43K and leaving 44,100 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

NewEdge Advisors first reported a position in BWG in Q4 2021 and has held it in 18 quarters since. The position peaked at $814K in Q4 2021. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • NewEdge Advisors held 44,100 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $338K as of Q1 2026.
  • NewEdge Advisors sold 900 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $7.43K.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2253 holding.
  • NewEdge Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $814K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.