Question 1

Does Corient Private Wealth own IWF stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Corient Private Wealth holds 892,775 shares of IWF, worth $110.9M.

Question 2

How many shares of IWF does Corient Private Wealth own?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth holds 892,775 shares of IWF.

Question 3

What is Corient Private Wealth's IWF position worth?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth's IWF position is worth $110.9M.

Question 4

Is Corient Private Wealth buying or selling IWF?

Accepted Answer

In Q2 2026, Corient Private Wealth increased its IWF position by 216,168 shares (+32.0%).

Question 5

When did Corient Private Wealth first buy IWF?

Accepted Answer

Corient Private Wealth already held IWF in its Q4 2022 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	892,775	+31.9%	$110.9M	0.2%	$124.17	46
2026-Q1	Decreased	676,607	-4.7%	$285.5M	0.4%	$106.41	0
2025-Q4	Decreased	710,262	-0.5%	$336.2M	0.5%	$118.01	0
2025-Q3	Increased	713,855	+3.1%	$334.4M	0.5%	$116.78	45
2025-Q2	Decreased	692,276	-54.3%	$293.9M	0.4%	$105.75	0
2025-Q1	Increased	1.5M	+95.4%	$546.4M	0.9%	$89.85	71
2024-Q4	Increased	774,476	+0.1%	$307.9M	0.5%	$99.82	43
2024-Q3	Decreased	773,630	-1.7%	$290.4M	0.5%	$93.21	0

IWFShowing 8 of 15 quarters

IWF
Showing 8 of 15 quarters