VDC
BWG

Van Diest Capital’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Van Diest Capital’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 		$152K Buy
19,187
+2,363
+14% +$18.8K 0.14% 171
2026
Q1 		$129K Buy
+16,824
New +$139K 0.1% 187

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Van Diest Capital's BWG Position: Q2 2026 in Review

Van Diest Capital increased its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 14% in Q2 2026, buying an estimated $18.8K and bringing the position to 19,187 shares worth $152K. The position accounts for 0.14% of the portfolio, ranked #171.

Van Diest Capital first reported a position in BWG in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Van Diest Capital held 19,187 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $152K as of Q2 2026.
  • Van Diest Capital bought 2,363 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $18.8K.
  • BrandywineGLOBAL Global Income Opportunities Fund made up 0.14% of Van Diest Capital's portfolio in Q2 2026, its #171 holding.
  • Van Diest Capital first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Van Diest Capital's 13F filing for Q2 2026, filed 4 Aug 2026.