Northwestern Mutual Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	20,372 +262	+1%	+$2.68K	﹤0.01%	1980
2026 Q1	$206K	Buy	20,110 +6,378	+46%	+$68.1K	﹤0.01%	1892
2025 Q4	$144K	Sell	13,732 -167	-1%	-$1.76K	﹤0.01%	1994
2025 Q3	$150K	Sell	13,899 -11,043	-44%	-$119K	﹤0.01%	1906
2025 Q2	$263K	Sell	24,942 -1,423	-5%	-$14.5K	﹤0.01%	1622
2025 Q1	$294K	Hold	26,365	–	–	﹤0.01%	1511
2024 Q4	$280K	Buy	26,365 +23,848	+947%	+$268K	﹤0.01%	1518
2024 Q3	$30.4K	Hold	2,517	–	–	﹤0.01%	2331
2024 Q2	$28.2K	Buy	+2,517	New	+$27.8K	﹤0.01%	2290
2023 Q4	–	Sell	-407	Closed	-$4.63K	–	3600
2023 Q3	$4.63K	Buy	+407	New	+$4.81K	﹤0.01%	2775
2022 Q2	–	Sell	-312	Closed	-$5K	–	3362
2022 Q1	$5K	Sell	312 -41,983	-99%	-$719K	﹤0.01%	2741
2021 Q4	$760K	Sell	42,295 -7,968	-16%	-$151K	﹤0.01%	919
2021 Q3	$956K	Buy	50,263 +13,527	+37%	+$258K	﹤0.01%	779
2021 Q2	$729K	Buy	+36,736	New	+$713K	﹤0.01%	857
2020 Q4	–	Sell	-599	Closed	-$8K	–	2803
2020 Q3	$8K	Buy	599 +44	+8%	+$606	﹤0.01%	2051
2020 Q2	$7K	Buy	+555	New	+$6.51K	﹤0.01%	2002

Other funds holding MORT

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 1.3% in Q2 2026, buying an estimated $2.68K and bringing the position to 20,372 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Northwestern Mutual Wealth Management first reported a position in MORT in Q2 2020 and has held it in 16 quarters since. The position peaked at $956K in Q3 2021. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Northwestern Mutual Wealth Management held 20,372 shares of VanEck Mortgage REIT Income ETF worth $211K as of Q2 2026.
Northwestern Mutual Wealth Management bought 262 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $2.68K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1980 holding.
Northwestern Mutual Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 16 quarters since.
Northwestern Mutual Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $956K in Q3 2021.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

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