Wolverine Asset Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Wolverine Asset 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
2026 Q1	$905K	Buy	+118,030	New	+$975K	0.01%	807
2025 Q3	–	Sell	-48,010	Closed	-$399K	–	1631
2025 Q2	$399K	Buy	+48,010	New	+$387K	﹤0.01%	917
2025 Q1	–	Sell	-7,427	Closed	-$59.4K	–	1596
2024 Q4	$59.4K	Sell	7,427 -7,985	-52%	-$67.7K	﹤0.01%	1175
2024 Q3	$136K	Buy	+15,412	New	+$133K	﹤0.01%	1071
2023 Q3	–	Sell	-139,069	Closed	-$1.12M	–	1884
2023 Q2	$1.12M	Buy	139,069 +85,894	+162%	+$677K	0.01%	656
2023 Q1	$423K	Buy	+53,175	New	+$437K	0.01%	896
2022 Q4	–	Sell	-18,362	Closed	-$139K	–	2136
2022 Q3	$139K	Buy	+18,362	New	+$159K	﹤0.01%	1342
2022 Q2	–	Sell	-19,683	Closed	-$199K	–	2344
2022 Q1	$199K	Sell	19,683 -8,298	-30%	-$89.9K	﹤0.01%	1167
2021 Q4	$327K	Buy	+27,981	New	+$338K	﹤0.01%	1125
2021 Q2	–	Sell	-38,046	Closed	-$458K	–	2179
2021 Q1	$458K	Buy	38,046 +4,953	+15%	+$61.1K	﹤0.01%	948
2020 Q4	$413K	Buy	33,093 +3,487	+12%	+$41.2K	﹤0.01%	900
2020 Q3	$340K	Buy	+29,606	New	+$365K	﹤0.01%	836
2019 Q4	–	Sell	-26,050	Closed	-$315K	–	1373
2019 Q3	$315K	Sell	26,050 -48,665	-65%	-$581K	﹤0.01%	887
2019 Q2	$877K	Sell	74,715 -44,128	-37%	-$495K	0.01%	704
2019 Q1	$1.32M	Sell	118,843 -14,294	-11%	-$158K	0.02%	556
2018 Q4	$1.38M	Buy	133,137 +118,735	+824%	+$1.24M	0.02%	683
2018 Q3	$157K	Buy	+14,402	New	+$163K	﹤0.01%	1222
2014 Q3	–	Sell	-21,784	Closed	-$399K	–	2459
2014 Q2	$399K	Buy	21,784 +20,021	+1,136%	+$358K	0.01%	677
2014 Q1	$30K	Sell	1,763 -4,861	-73%	-$81K	﹤0.01%	1504
2013 Q4	$111K	Buy	6,624 +29	+0.4%	+$488	﹤0.01%	1403
2013 Q3	$110K	Buy	+6,595	New	+$112K	﹤0.01%	1417

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wolverine Asset Management's BWG Position: Q1 2026 in Review

Wolverine Asset Management opened a new position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2026: 118,030 shares worth $905K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in BWG as recently as Q2 2025.

Wolverine Asset Management first reported a position in BWG in Q3 2013 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2018. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Wolverine Asset Management held 118,030 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $905K as of Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund was a new Wolverine Asset Management position in Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #807 holding.
Wolverine Asset Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2013 and has held it in 21 quarters since.
Wolverine Asset Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $1.38M in Q4 2018.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.