Northwestern Mutual Wealth Management
GDE icon

Northwestern Mutual Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35K Hold
104
– – ﹤0.01% 3287
2026
Q1 		$6.54K Buy
+104
New +$7.06K ﹤0.01% 3212

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SWM
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OIA
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPW
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FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
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Northwestern Mutual Wealth Management's GDE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 104 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3287.

Northwestern Mutual Wealth Management first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.54K in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 104 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $6.35K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3287 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $6.54K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

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