Northwestern Mutual Wealth Management
SMOT icon

Northwestern Mutual Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$915 Hold
26
– – ﹤0.01% 3765
2025
Q4 		$941 Buy
+26
New +$939 ﹤0.01% 3644

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GLA
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Morgan Stanley
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FMN
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

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

Northwestern Mutual Wealth Management held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q1 2026 at 26 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Northwestern Mutual Wealth Management first reported a position in SMOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $941 in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 26 shares of VanEck Morningstar SMID Moat ETF worth $915 as of Q1 2026.
  • Northwestern Mutual Wealth Management left its VanEck Morningstar SMID Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3765 holding.
  • Northwestern Mutual Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's VanEck Morningstar SMID Moat ETF position peaked at $941 in Q4 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

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