Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s SoFi Enhanced Yield ETF THTA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio THTA Stock Details THTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36
Closed -$548 – 4451
2025
Q4 		$548 Buy
+36
New +$544 ﹤0.01% 3705

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ZI
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
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MCA
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Wells Fargo
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Northwestern Mutual Wealth Management's THTA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of SoFi Enhanced Yield ETF (THTA) in Q1 2026, closing a stake of 36 shares — an estimated $548 sold.

Northwestern Mutual Wealth Management first reported a position in THTA in Q4 2025 and held it in 1 quarter. The position peaked at $548 in Q4 2025. 6 funds tracked by Wall St. Rank hold THTA as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining SoFi Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 36 SoFi Enhanced Yield ETF shares in Q1 2026, an estimated $548.
  • Northwestern Mutual Wealth Management first reported a position in SoFi Enhanced Yield ETF in Q4 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's SoFi Enhanced Yield ETF position peaked at $548 in Q4 2025.
  • 6 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q1 2026.

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