Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
198,886
+2,069
+1% +$157K 0.01% 520
2026
Q1 		$13.4M Buy
196,817
+6,979
+4% +$494K 0.01% 527
2025
Q4 		$13.5M Buy
189,838
+67,993
+56% +$4.76M 0.01% 497
2025
Q3 		$8.4M Buy
121,845
+12,097
+11% +$804K 0.01% 593
2025
Q2 		$7.02M Buy
109,748
+15,478
+16% +$924K 0.01% 591
2025
Q1 		$5.59M Buy
94,270
+82,920
+731% +$5.13M ﹤0.01% 628
2024
Q4 		$694K Buy
11,350
+4,143
+57% +$256K ﹤0.01% 1194
2024
Q3 		$433K Buy
7,207
+184
+3% +$10.6K ﹤0.01% 1354
2024
Q2 		$400K Buy
7,023
+1,927
+38% +$106K ﹤0.01% 1338
2024
Q1 		$282K Buy
5,096
+688
+16% +$36.1K ﹤0.01% 1436
2023
Q4 		$221K Sell
4,408
-560
-11% -$26.4K ﹤0.01% 1477
2023
Q3 		$227K Buy
4,968
+53
+1% +$2.5K ﹤0.01% 1417
2023
Q2 		$230K Sell
4,915
-35
-0.7% -$1.56K ﹤0.01% 1409
2023
Q1 		$216K Buy
4,950
+1,291
+35% +$55.7K ﹤0.01% 1413
2022
Q4 		$152K Sell
3,659
-200
-5% -$8.32K ﹤0.01% 1499
2022
Q3 		$148K Buy
3,859
+9
+0.2% +$384 ﹤0.01% 1495
2022
Q2 		$157K Buy
3,850
+146
+4% +$6.46K ﹤0.01% 1471
2022
Q1 		$179K Buy
3,704
+1,348
+57% +$64.5K ﹤0.01% 1475
2021
Q4 		$118K Buy
2,356
+334
+17% +$16.3K ﹤0.01% 1643
2021
Q3 		$93K Hold
2,022
– – ﹤0.01% 1664
2021
Q2 		$93K Buy
2,022
+744
+58% +$33.8K ﹤0.01% 1622
2021
Q1 		$55K Sell
1,278
-459
-26% -$19.1K ﹤0.01% 1694
2020
Q4 		$70K Hold
1,737
– – ﹤0.01% 1535
2020
Q3 		$62K Buy
1,737
+1,044
+151% +$36.8K ﹤0.01% 1431
2020
Q2 		$23K Hold
693
– – ﹤0.01% 1677
2020
Q1 		$19K Buy
693
+510
+279% +$17.4K ﹤0.01% 1714
2019
Q4 		$7K Buy
+183
New +$6.41K ﹤0.01% 1992
2016
Q4 		– Sell
-468
Closed -$11K – 2401
2016
Q3 		$11K Buy
+468
New +$11.3K ﹤0.01% 1465

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 1.1% in Q2 2026, buying an estimated $157K and bringing the position to 198,886 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #520.

Northwestern Mutual Wealth Management first reported a position in EPS in Q3 2016 and has held it in 28 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 198,886 shares of WisdomTree US LargeCap Fund worth $15.5M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2,069 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $157K.
  • WisdomTree US LargeCap Fund made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q3 2016 and has held it in 28 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

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