Northwestern Mutual Wealth Management
SYLD icon

Northwestern Mutual Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.98M Buy
88,296
+5,563
+7% +$436K ﹤0.01% 736
2026
Q1 		$6.24M Sell
82,733
-14,964
-15% -$1.12M ﹤0.01% 735
2025
Q4 		$6.79M Sell
97,697
-66,697
-41% -$4.58M ﹤0.01% 674
2025
Q3 		$11.3M Sell
164,394
-143,431
-47% -$9.71M 0.01% 515
2025
Q2 		$20M Sell
307,825
-111,881
-27% -$6.97M 0.01% 378
2025
Q1 		$26.8M Sell
419,706
-61,318
-13% -$4.15M 0.02% 310
2024
Q4 		$32.9M Buy
481,024
+21,829
+5% +$1.58M 0.03% 265
2024
Q3 		$33.2M Sell
459,195
-9,604
-2% -$671K 0.03% 258
2024
Q2 		$32M Buy
468,799
+28,804
+7% +$2.01M 0.03% 259
2024
Q1 		$32.2M Buy
439,995
+4,948
+1% +$340K 0.03% 256
2023
Q4 		$29.4M Buy
435,047
+11,676
+3% +$727K 0.03% 251
2023
Q3 		$26.2M Sell
423,371
-37,068
-8% -$2.32M 0.03% 248
2023
Q2 		$28.2M Buy
460,439
+591
+0.1% +$34.2K 0.04% 234
2023
Q1 		$27M Buy
459,848
+45,991
+11% +$2.85M 0.04% 224
2022
Q4 		$24.5M Buy
413,857
+14,840
+4% +$886K 0.04% 223
2022
Q3 		$21M Buy
399,017
+48,928
+14% +$2.83M 0.04% 220
2022
Q2 		$19M Buy
350,089
+110,715
+46% +$6.77M 0.03% 223
2022
Q1 		$15.3M Buy
239,374
+206,093
+619% +$13.2M 0.02% 249
2021
Q4 		$2.15M Buy
33,281
+32,957
+10,172% +$2.11M ﹤0.01% 597
2021
Q3 		$20K Buy
+324
New +$20K ﹤0.01% 2229
2017
Q2 		– Sell
-300
Closed -$10K – 2156
2017
Q1 		$10K Buy
+300
New +$10.1K ﹤0.01% 1550
2016
Q1 		– Sell
-1,158
Closed -$33K – 2285
2015
Q4 		$33K Buy
+1,158
New +$35.7K ﹤0.01% 876

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 6.7% in Q2 2026, buying an estimated $436K and bringing the position to 88,296 shares worth $6.98M. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Northwestern Mutual Wealth Management first reported a position in SYLD in Q4 2015 and has held it in 22 quarters since. The position peaked at $33.2M in Q3 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 88,296 shares of Cambria Shareholder Yield ETF worth $6.98M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 5,563 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $436K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #736 holding.
  • Northwestern Mutual Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2015 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's Cambria Shareholder Yield ETF position peaked at $33.2M in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

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