Northwestern Mutual Wealth Management
BWG

Northwestern Mutual Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Northwestern Mutual 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 		– Sell
-824
Closed -$6.85K – 3835
2025
Q2 		$6.85K Hold
824
– – ﹤0.01% 2919
2025
Q1 		$6.88K Hold
824
– – ﹤0.01% 2864
2024
Q4 		$6.59K Hold
824
– – ﹤0.01% 2878
2024
Q3 		$7.28K Hold
824
– – ﹤0.01% 2801
2024
Q2 		$6.81K Hold
824
– – ﹤0.01% 2773
2024
Q1 		$6.99K Buy
824
+114
+16% +$960 ﹤0.01% 2742
2023
Q4 		$5.93K Hold
710
– – ﹤0.01% 2809
2023
Q3 		$5.33K Hold
710
– – ﹤0.01% 2732
2023
Q2 		$5.71K Hold
710
– – ﹤0.01% 2740
2023
Q1 		$5.65K Sell
710
-4,231
-86% -$34.7K ﹤0.01% 2710
2022
Q4 		$40.3K Sell
4,941
-4,920
-50% -$39.5K ﹤0.01% 1984
2022
Q3 		$75K Sell
9,861
-4,160
-30% -$36.1K ﹤0.01% 1741
2022
Q2 		$118K Sell
14,021
-36,329
-72% -$331K ﹤0.01% 1584
2022
Q1 		$509K Sell
50,350
-33,096
-40% -$359K ﹤0.01% 1074
2021
Q4 		$977K Sell
83,446
-39,561
-32% -$478K ﹤0.01% 839
2021
Q3 		$1.54M Sell
123,007
-5,804
-5% -$73.2K ﹤0.01% 637
2021
Q2 		$1.62M Buy
128,811
+20,447
+19% +$254K ﹤0.01% 614
2021
Q1 		$1.31M Sell
108,364
-149,935
-58% -$1.85M ﹤0.01% 617
2020
Q4 		$3.23M Buy
258,299
+14,735
+6% +$174K 0.01% 388
2020
Q3 		$2.8M Buy
243,564
+140,556
+136% +$1.73M 0.01% 373
2020
Q2 		$1.19M Buy
+103,008
New +$1.16M ﹤0.01% 502
2019
Q3 		– Sell
-1,375
Closed -$16K – 2474
2019
Q2 		$16K Hold
1,375
– – ﹤0.01% 1794
2019
Q1 		$15K Buy
+1,375
New +$15.2K ﹤0.01% 1810
2018
Q3 		– Sell
-2,000
Closed -$23K – 2473
2018
Q2 		$23K Buy
+2,000
New +$24.2K ﹤0.01% 1541

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's BWG Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2025, closing a stake of 824 shares — an estimated $6.85K sold.

Northwestern Mutual Wealth Management first reported a position in BWG in Q2 2018 and held it in 24 quarters. The position peaked at $3.23M in Q4 2020. 44 funds tracked by Wall St. Rank hold BWG as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 824 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2025, an estimated $6.85K.
  • Northwestern Mutual Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2018 and held it in 24 quarters.
  • Northwestern Mutual Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $3.23M in Q4 2020.
  • 44 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.