Northwestern Mutual Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.76M	Sell	63,962 -3,098	-5%	-$227K	﹤0.01%	880
2026 Q1	$4.56M	Buy	67,060 +2,225	+3%	+$155K	﹤0.01%	834
2025 Q4	$4.27M	Sell	64,835 -56,580	-47%	-$3.6M	﹤0.01%	822
2025 Q3	$7.56M	Buy	121,415 +953	+0.8%	+$58.1K	0.01%	613
2025 Q2	$7.18M	Buy	120,462 +5,214	+5%	+$300K	0.01%	584
2025 Q1	$6.35M	Buy	115,248 +8,328	+8%	+$443K	0.01%	591
2024 Q4	$5.29M	Buy	106,920 +8,538	+9%	+$439K	﹤0.01%	607
2024 Q3	$5.31M	Buy	98,382 +10,081	+11%	+$528K	﹤0.01%	602
2024 Q2	$4.48M	Buy	88,301 +9,339	+12%	+$482K	﹤0.01%	615
2024 Q1	$4.08M	Buy	78,962 +10,289	+15%	+$512K	﹤0.01%	607
2023 Q4	$3.38M	Buy	68,673 +13,951	+25%	+$650K	﹤0.01%	628
2023 Q3	$2.5M	Buy	54,722 +7,885	+17%	+$370K	﹤0.01%	670
2023 Q2	$2.21M	Buy	46,837 +11,864	+34%	+$564K	﹤0.01%	680
2023 Q1	$1.63M	Buy	34,973 +4,058	+13%	+$189K	﹤0.01%	751
2022 Q4	$1.36M	Buy	30,915 +7,313	+31%	+$306K	﹤0.01%	781
2022 Q3	$883K	Buy	23,602 +2,482	+12%	+$103K	﹤0.01%	864
2022 Q2	$884K	Sell	21,120 -12,261	-37%	-$562K	﹤0.01%	855
2022 Q1	$1.62M	Buy	33,381 +2,048	+7%	+$100K	﹤0.01%	689
2021 Q4	$1.55M	Sell	31,333 -1,957	-6%	-$95.1K	﹤0.01%	674
2021 Q3	$1.58M	Buy	33,290 +5,329	+19%	+$265K	﹤0.01%	630
2021 Q2	$1.38M	Buy	27,961 +4,030	+17%	+$200K	﹤0.01%	653
2021 Q1	$1.13M	Buy	23,931 +1,503	+7%	+$70.8K	﹤0.01%	662
2020 Q4	$1.03M	Buy	22,428 +124	+0.6%	+$5.39K	﹤0.01%	636
2020 Q3	$922K	Buy	22,304 +1,165	+6%	+$49.3K	﹤0.01%	604
2020 Q2	$863K	Sell	21,139 -6,411	-23%	-$250K	﹤0.01%	569
2020 Q1	$1.02M	Buy	27,550 +443	+2%	+$19.6K	﹤0.01%	475
2019 Q4	$1.33M	Buy	27,107 +1,069	+4%	+$50.8K	﹤0.01%	464
2019 Q3	$1.2M	Buy	26,038 +3,303	+15%	+$151K	﹤0.01%	456
2019 Q2	$1.07M	Sell	22,735 -10,504	-32%	-$491K	﹤0.01%	459
2019 Q1	$1.54M	Buy	33,239 +7,772	+31%	+$353K	0.01%	400
2018 Q4	$1.08M	Buy	25,467 +18,371	+259%	+$827K	0.01%	426
2018 Q3	$342K	Buy	7,096 +1,858	+35%	+$89.6K	﹤0.01%	658
2018 Q2	$250K	Buy	5,238 +306	+6%	+$15.3K	﹤0.01%	711
2018 Q1	$246K	Buy	4,932 +3,357	+213%	+$172K	﹤0.01%	687
2017 Q4	$80K	Buy	1,575 +897	+132%	+$44.8K	﹤0.01%	993
2017 Q3	$34K	Sell	678 -59	-8%	-$2.87K	﹤0.01%	1252
2017 Q2	$35K	Sell	737 -172	-19%	-$8.1K	﹤0.01%	1204
2017 Q1	$41K	Buy	909 +156	+21%	+$6.93K	﹤0.01%	1079
2016 Q4	$32K	Buy	753 +673	+841%	+$28.6K	﹤0.01%	1179
2016 Q3	$3K	Buy	+80	New	+$3.41K	﹤0.01%	1861
2015 Q1	–	Sell	-200	Closed	-$9K	–	1600
2014 Q4	$9K	Buy	+200	New	+$9.69K	﹤0.01%	1096

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its WisdomTree True Developed International Fund (DOL) stake by 4.6% in Q2 2026, selling an estimated $227K and leaving 63,962 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Northwestern Mutual Wealth Management first reported a position in DOL in Q4 2014 and has held it in 41 quarters since. The position peaked at $7.56M in Q3 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Northwestern Mutual Wealth Management held 63,962 shares of WisdomTree True Developed International Fund worth $4.76M as of Q2 2026.
Northwestern Mutual Wealth Management sold 3,098 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $227K.
WisdomTree True Developed International Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #880 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2014 and has held it in 41 quarters since.
Northwestern Mutual Wealth Management's WisdomTree True Developed International Fund position peaked at $7.56M in Q3 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

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