New York Life Investments ETF Trust - IWFG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,719,014 | 93,217 | 0.65% | 0.34% | 1 | +859,507 | 100.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | New | 318 | 17 | 0.0% | — | 2 | +318 | New | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 23 | 1 | 0.0% | — | 3 | +23 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |