Northwestern Mutual Wealth Management
NIE

Northwestern Mutual Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,576
Closed -$61.6K – 3967
2025
Q2 		$61.6K Sell
2,576
-428
-14% -$9.58K ﹤0.01% 2171
2025
Q1 		$66.5K Buy
3,004
+28
+0.9% +$670 ﹤0.01% 2076
2024
Q4 		$73.4K Sell
2,976
-2,749
-48% -$65.6K ﹤0.01% 2031
2024
Q3 		$132K Sell
5,725
-6,103
-52% -$138K ﹤0.01% 1782
2024
Q2 		$275K Buy
11,828
+9,682
+451% +$217K ﹤0.01% 1459
2024
Q1 		$48.1K Sell
2,146
-152
-7% -$3.3K ﹤0.01% 2097
2023
Q4 		$48.1K Buy
2,298
+177
+8% +$3.59K ﹤0.01% 2076
2023
Q3 		$42.2K Sell
2,121
-111
-5% -$2.33K ﹤0.01% 2033
2023
Q2 		$47.2K Hold
2,232
– – ﹤0.01% 2004
2023
Q1 		$43.9K Sell
2,232
-1,462
-40% -$28.7K ﹤0.01% 1983
2022
Q4 		$67.3K Hold
3,694
– – ﹤0.01% 1813
2022
Q3 		$75K Buy
3,694
+1,580
+75% +$35.1K ﹤0.01% 1745
2022
Q2 		$44K Buy
2,114
+1,114
+111% +$25.9K ﹤0.01% 1968
2022
Q1 		$27K Hold
1,000
– – ﹤0.01% 2184
2021
Q4 		$30K Sell
1,000
-450
-31% -$13.8K ﹤0.01% 2170
2021
Q3 		$43K Sell
1,450
-400
-22% -$12.1K ﹤0.01% 1947
2021
Q2 		$56K Buy
1,850
+850
+85% +$24.7K ﹤0.01% 1813
2021
Q1 		$28K Sell
1,000
-325
-25% -$9.23K ﹤0.01% 1941
2020
Q4 		$37K Buy
1,325
+325
+33% +$8.59K ﹤0.01% 1740
2020
Q3 		$24K Sell
1,000
-130
-12% -$3.14K ﹤0.01% 1745
2020
Q2 		$25K Sell
1,130
-20
-2% -$420 ﹤0.01% 1656
2020
Q1 		$21K Hold
1,150
– – ﹤0.01% 1686
2019
Q4 		$26K Sell
1,150
-180
-14% -$3.99K ﹤0.01% 1662
2019
Q3 		$29K Buy
1,330
+200
+18% +$4.36K ﹤0.01% 1603
2019
Q2 		$25K Buy
+1,130
New +$24.2K ﹤0.01% 1641
2016
Q2 		– Sell
-650
Closed -$12K – 2190
2016
Q1 		$12K Hold
650
– – ﹤0.01% 1367
2015
Q4 		$12K Buy
+650
New +$11.9K ﹤0.01% 1142
2015
Q2 		– Sell
-280
Closed -$6K – 1559
2015
Q1 		$6K Buy
+280
New +$5.66K ﹤0.01% 1152

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's NIE Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q3 2025, closing a stake of 2,576 shares — an estimated $61.6K sold.

Northwestern Mutual Wealth Management first reported a position in NIE in Q1 2015 and held it in 28 quarters. The position peaked at $275K in Q2 2024. 96 funds tracked by Wall St. Rank hold NIE as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,576 Virtus Equity & Convertible Income Fund shares in Q3 2025, an estimated $61.6K.
  • Northwestern Mutual Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q1 2015 and held it in 28 quarters.
  • Northwestern Mutual Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $275K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.