Northwestern Mutual Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DMO Stock Details DMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.2K	Sell	5,600 -800	-13%	-$8.83K	﹤0.01%	2375
2025 Q4	$70.8K	Hold	6,400	–	–	﹤0.01%	2274
2025 Q3	$75K	Sell	6,400 -625	-9%	-$7.44K	﹤0.01%	2172
2025 Q2	$83.9K	Sell	7,025 -2,813	-29%	-$32.7K	﹤0.01%	2059
2025 Q1	$116K	Buy	9,838 +142	+1%	+$1.67K	﹤0.01%	1873
2024 Q4	$114K	Sell	9,696 -900	-8%	-$10.9K	﹤0.01%	1867
2024 Q3	$127K	Sell	10,596 -500	-5%	-$6.04K	﹤0.01%	1802
2024 Q2	$132K	Sell	11,096 -900	-8%	-$10.5K	﹤0.01%	1719
2024 Q1	$140K	Sell	11,996 -1,775	-13%	-$20.2K	﹤0.01%	1681
2023 Q4	$154K	Sell	13,771 -1,367	-9%	-$14.6K	﹤0.01%	1606
2023 Q3	$162K	Hold	15,138	–	–	﹤0.01%	1528
2023 Q2	$160K	Sell	15,138 -1,122	-7%	-$11.7K	﹤0.01%	1551
2023 Q1	$170K	Sell	16,260 -6,252	-28%	-$68.6K	﹤0.01%	1500
2022 Q4	$242K	Sell	22,512 -190,664	-89%	-$2.07M	﹤0.01%	1359
2022 Q3	$2.37M	Buy	213,176 +113,649	+114%	+$1.36M	﹤0.01%	582
2022 Q2	$1.16M	Buy	99,527 +36,235	+57%	+$444K	﹤0.01%	784
2022 Q1	$845K	Buy	63,292 +19,774	+45%	+$283K	﹤0.01%	907
2021 Q4	$662K	Buy	43,518 +20,764	+91%	+$327K	﹤0.01%	978
2021 Q3	$352K	Buy	22,754 +2,926	+15%	+$46.3K	﹤0.01%	1124
2021 Q2	$309K	Buy	19,828 +1,105	+6%	+$16.7K	﹤0.01%	1152
2021 Q1	$274K	Sell	18,723 -179,022	-91%	-$2.59M	﹤0.01%	1134
2020 Q4	$2.8M	Buy	197,745 +28,729	+17%	+$393K	0.01%	412
2020 Q3	$2.22M	Buy	169,016 +63,986	+61%	+$880K	0.01%	412
2020 Q2	$1.54M	Buy	105,030 +38,054	+57%	+$503K	﹤0.01%	449
2020 Q1	$857K	Buy	66,976 +40,778	+156%	+$778K	﹤0.01%	514
2019 Q4	$532K	Buy	26,198 +5,219	+25%	+$111K	﹤0.01%	668
2019 Q3	$457K	Buy	20,979 +1,801	+9%	+$39K	﹤0.01%	660
2019 Q2	$410K	Buy	+19,178	New	+$404K	﹤0.01%	688
2019 Q1	–	Sell	-6,929	Closed	-$141K	–	2564
2018 Q4	$141K	Buy	+6,929	New	+$152K	﹤0.01%	887
2017 Q4	–	Sell	-1,500	Closed	-$38K	–	2327
2017 Q3	$38K	Hold	1,500	–	–	﹤0.01%	1215
2017 Q2	$40K	Hold	1,500	–	–	﹤0.01%	1161
2017 Q1	$36K	Hold	1,500	–	–	﹤0.01%	1131
2016 Q4	$34K	Buy	+1,500	New	+$34.8K	﹤0.01%	1151
2014 Q2	–	Sell	-2,000	Closed	-$46K	–	1274
2014 Q1	$46K	Buy	+2,000	New	+$46.2K	﹤0.01%	613

Other funds holding DMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's DMO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Western Asset Mortgage Opportunity Fund (DMO) stake by 13% in Q1 2026, selling an estimated $8.83K and leaving 5,600 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Northwestern Mutual Wealth Management first reported a position in DMO in Q1 2014 and has held it in 34 quarters since. The position peaked at $2.8M in Q4 2020. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

Northwestern Mutual Wealth Management held 5,600 shares of Western Asset Mortgage Opportunity Fund worth $60.2K as of Q1 2026.
Northwestern Mutual Wealth Management sold 800 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $8.83K.
Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2375 holding.
Northwestern Mutual Wealth Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2014 and has held it in 34 quarters since.
Northwestern Mutual Wealth Management's Western Asset Mortgage Opportunity Fund position peaked at $2.8M in Q4 2020.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.