Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-621
Closed -$37K – 4107
2025
Q3 		$37K Buy
+621
New +$35.2K ﹤0.01% 2452
2025
Q1 		– Sell
-15
Closed -$748 – 3787
2024
Q4 		$748 Buy
+15
New +$756 ﹤0.01% 3334
2023
Q4 		– Sell
-1
Closed -$36 – 3556
2023
Q3 		$36 Buy
+1
New +$38 ﹤0.01% 3233
2019
Q4 		– Sell
-763
Closed -$25K – 2475
2019
Q3 		$25K Buy
763
+1
+0.1% +$34 ﹤0.01% 1653
2019
Q2 		$25K Hold
762
– – ﹤0.01% 1638
2019
Q1 		$24K Buy
762
+4
+0.5% +$123 ﹤0.01% 1637
2018
Q4 		$21K Hold
758
– – ﹤0.01% 1569
2018
Q3 		$25K Hold
758
– – ﹤0.01% 1564
2018
Q2 		$24K Sell
758
-489
-39% -$15.1K ﹤0.01% 1524
2018
Q1 		$37K Buy
1,247
+7
+0.6% +$214 ﹤0.01% 1315
2017
Q4 		$37K Hold
1,240
– – ﹤0.01% 1263
2017
Q3 		$35K Hold
1,240
– – ﹤0.01% 1244
2017
Q2 		$33K Sell
1,240
-1,025
-45% -$27.1K ﹤0.01% 1218
2017
Q1 		$58K Hold
2,265
– – ﹤0.01% 985
2016
Q4 		$54K Buy
+2,265
New +$53.5K ﹤0.01% 1001
2016
Q3 		– Sell
-754
Closed -$17K – 723
2016
Q2 		$17K Hold
754
– – ﹤0.01% 1216
2016
Q1 		$17K Buy
754
+4
+0.5% +$84 ﹤0.01% 1254
2015
Q4 		$17K Buy
750
+550
+275% +$13.1K ﹤0.01% 1047
2015
Q3 		$5K Buy
+200
New +$5.08K ﹤0.01% 1243
2014
Q3 		– Sell
-870
Closed -$23K – 1387
2014
Q2 		$23K Buy
+870
New +$21.9K ﹤0.01% 735

Other funds holding GURU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's GURU Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Global X Guru Index ETF (GURU) in Q4 2025, closing a stake of 621 shares — an estimated $37K sold.

Northwestern Mutual Wealth Management first reported a position in GURU in Q2 2014 and held it in 20 quarters. The position peaked at $58K in Q1 2017. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Global X Guru Index ETF position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 621 Global X Guru Index ETF shares in Q4 2025, an estimated $37K.
  • Northwestern Mutual Wealth Management first reported a position in Global X Guru Index ETF in Q2 2014 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Global X Guru Index ETF position peaked at $58K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.