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 Q2	$11.9K	Sell	1,499 -3	-0.2%	-$24	0.01%	713
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%	+$8.52K	0.01%	530
2024 Q4	$6.66K	Buy	+833	New	+$7.06K	0.01%	749

Other funds holding BWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's BWG Position: Q2 2026 in Review

WPG Advisers reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 0.2% in Q2 2026, selling an estimated $24 and leaving 1,499 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #713.

WPG Advisers first reported a position in BWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q1 2025. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

WPG Advisers held 1,499 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $11.9K as of Q2 2026.
WPG Advisers sold 3 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $24.
BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #713 holding.
WPG Advisers first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $15.5K in Q1 2025.
48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.