Northwestern Mutual Wealth Management
PWRD

Northwestern Mutual Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9M Buy
163,032
+158,077
+3,190% +$16.1M 0.01% 486
2025
Q4 		$476K Buy
+4,955
New +$487K ﹤0.01% 1557

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWRD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 3,190% in Q1 2026, buying an estimated $16.1M and bringing the position to 163,032 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #486.

Northwestern Mutual Wealth Management first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 163,032 shares of TCW Transform Systems ETF worth $15.9M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 158,077 TCW Transform Systems ETF shares in Q1 2026, an estimated $16.1M.
  • TCW Transform Systems ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #486 holding.
  • Northwestern Mutual Wealth Management first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.