TCW ETF Trust (PWRD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow PWRD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 143

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$122.96

+25.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of PWRD (all 13F filers)

Dynasty Wealth Management5.5 MWealth adviser−1.0 M
JPMorgan Chase3.1 MBank or trading desk−361 K
OpenArc Corporate Advisory1.8 MType not verified−518 K
Sagespring Wealth Partners1.7 MWealth adviser−368 K
Quotient Wealth Partners944 KWealth adviser+11 K
LPL Financial586 KWealth adviser+123 K
Raymond James Financial491 KWealth adviser+76 K
Wells Fargo382 KBank or trading desk+159 K
WCG Wealth Advisors339 KWealth adviser−24 K
Bank of America251 KBank or trading desk+160 K

Filer	Type
Dynasty Wealth Management	Wealth adviser	5.5 M	−1.0 M	$679M
JPMorgan Chase	Bank or trading desk	3.1 M	−361 K	$365M
OpenArc Corporate Advisory	Type not verified	1.8 M	−518 K	$223M
Sagespring Wealth Partners	Wealth adviser	1.7 M	−368 K	$214M
Quotient Wealth Partners	Wealth adviser	944 K	+11 K	$116M
LPL Financial	Wealth adviser	586 K	+123 K	$72.1M
Raymond James Financial	Wealth adviser	491 K	+76 K	$60.4M
Wells Fargo	Bank or trading desk	382 K	+159 K	$47.0M
WCG Wealth Advisors	Wealth adviser	339 K	−24 K	$41.7M
Bank of America	Bank or trading desk	251 K	+160 K	$30.8M

Dynasty Wealth Management
Shares
5.5 M
Change
−1.0 M
See more
Type
Wealth adviser
Value
$679M
JPMorgan Chase
Shares
3.1 M
Change
−361 K
See more
Type
Bank or trading desk
Value
$365M
OpenArc Corporate Advisory
Shares
1.8 M
Change
−518 K
See more
Type
Type not verified
Value
$223M
Sagespring Wealth Partners
Shares
1.7 M
Change
−368 K
See more
Type
Wealth adviser
Value
$214M
Quotient Wealth Partners
Shares
944 K
Change
+11 K
See more
Type
Wealth adviser
Value
$116M
LPL Financial
Shares
586 K
Change
+123 K
See more
Type
Wealth adviser
Value
$72.1M
Raymond James Financial
Shares
491 K
Change
+76 K
See more
Type
Wealth adviser
Value
$60.4M
Wells Fargo
Shares
382 K
Change
+159 K
See more
Type
Bank or trading desk
Value
$47.0M
WCG Wealth Advisors
Shares
339 K
Change
−24 K
See more
Type
Wealth adviser
Value
$41.7M
Bank of America
Shares
251 K
Change
+160 K
See more
Type
Bank or trading desk
Value
$30.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗