Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s CaliberCos CWD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1 Sell
1
-1,237
-100% -$1.18K ﹤0.01% 4074
2026
Q1 		$1.42K Buy
+1,238
New +$1.6K ﹤0.01% 3682

Other funds holding CWD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Northwestern Mutual Wealth Management's CWD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its CaliberCos (CWD) stake by 100% in Q2 2026, selling an estimated $1.18K and leaving 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

Northwestern Mutual Wealth Management first reported a position in CWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.42K in Q1 2026. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1 share of CaliberCos worth $1 as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 1,237 CaliberCos shares in Q2 2026, an estimated $1.18K.
  • CaliberCos made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #4074 holding.
  • Northwestern Mutual Wealth Management first reported a position in CaliberCos in Q1 2026 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's CaliberCos position peaked at $1.42K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.