ENVESTNET ASSET MANAGEMENT INC IWLG — NEW YORK LIFE INVTS ACTIVE E

Ownership history in ENVESTNET ASSET MANAGEMENT INC  ·  7 quarters on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported NEW YORK LIFE INVTS ACTIVE E (IWLG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows IWLG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT INC's position in NEW YORK LIFE INVTS ACTIVE E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWLG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWLG stock page ENVESTNET ASSET MANAGEMENT INC fund profile ENVESTNET ASSET MANAGEMENT INC full holdings
How ENVESTNET ASSET MANAGEMENT INC held IWLG — position size vs. price
% of Fund (quarterly)    IWLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 81.4% +1.3% ❌ 1,719,106 -7,519,279 -81.4% 0.02% $97.3M 2026-08-03 $55.65
2026 Q1 ADDED — — — 9,238,385 +880,677 +10.5% 0.12% $440.9M 2026-05-04 $54.10
2025 Q4 ADDED — — — 8,357,708 +2,405,146 +40.4% 0.13% $453.0M 2026-02-10 $51.78
2025 Q3 ADDED — — — 5,952,562 +5,898,812 +10974.5% 0.09% $320.1M 2025-11-05 $55.46
2025 Q2 ADDED — — — 53,750 +29,215 +119.1% 0.00% $2.8M 2025-08-01 $51.47
2025 Q1 ADDED — — — 24,535 +17,372 +242.5% 0.00% $1.1M 2025-04-29 $43.74
2024 Q4 INITIATED — — — 7,163 — — 0.00% $338K 2025-02-13 $49.51

🏢 Other funds also holding IWLG

As of 2026 Q2 — sorted by position size

CULLEN/FROST BANKERS, INC. 3Y 7Y 1.18% Kesler, Norman & Wride, LLC 3Y 0.91% NEW YORK LIFE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.62% Cordgrass Capital Advisors, LLC 3Y 0.14% Empirical Asset Management, LLC 3Y 0.14% KINGSWOOD WEALTH ADVISORS, LLC 0.07% Hilltop Partners LLC 3Y 0.06% Parkside Financial Bank & Trust 3Y 7Y 0.03% Mariner, LLC 3Y 7Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01%

FAQ About ENVESTNET ASSET MANAGEMENT INC and IWLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENVESTNET ASSET MANAGEMENT INC reported owning IWLG?

ENVESTNET ASSET MANAGEMENT INC reported IWLG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IWLG position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for IWLG was 0.13% in 2025 Q4.

What is the latest reported IWLG position on this page?

The most recent filing on this page is 2026 Q2, when ENVESTNET ASSET MANAGEMENT INC reported 1,719,106 shares, equal to 0.02% of portfolio, with an estimated market value of $97.3M.

What does the chart on this IWLG ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly IWLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ENVESTNET ASSET MANAGEMENT INC time their IWLG position?

Based on 13F filing dates vs. subsequent IWLG price moves, ENVESTNET ASSET MANAGEMENT INC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IWLG relative to SPY over the holding period was +2597.5%.

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