WA
BWG

WPG Advisers’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

WPG Advisers’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 		$11.5K Buy
1,502
+118
+9% +$974 0.01% 631
2025
Q4 		$11.6K Sell
1,384
-115
-8% -$975 0.01% 662
2025
Q3 		$13K Sell
1,499
-66
-4% -$566 0.01% 617
2025
Q2 		$13K Sell
1,565
-291
-16% -$2.34K 0.01% 594
2025
Q1 		$15.5K Buy
1,856
+1,023
+123% +$8.53K 0.01% 530
2024
Q4 		$6.66K Buy
+833
New +$7.06K 0.01% 749

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 $21.8B AUM 28.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

WPG Advisers's BWG Position: Q1 2026 in Review

WPG Advisers increased its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 8.5% in Q1 2026, buying an estimated $974 and bringing the position to 1,502 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #631.

WPG Advisers first reported a position in BWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5K in Q1 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • WPG Advisers held 1,502 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $11.5K as of Q1 2026.
  • WPG Advisers bought 118 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $974.
  • BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of WPG Advisers's portfolio in Q1 2026, its #631 holding.
  • WPG Advisers first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $15.5K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.