Northwestern Mutual Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.3M	Sell	308,847 -51,930	-14%	-$5.03M	0.02%	361
2025 Q4	$33.7M	Buy	360,777 +34,032	+10%	+$3.12M	0.02%	334
2025 Q3	$29.7M	Buy	326,745 +19,048	+6%	+$1.7M	0.02%	333
2025 Q2	$26.6M	Buy	307,697 +218,785	+246%	+$17.9M	0.02%	338
2025 Q1	$7.31M	Buy	88,912 +85,553	+2,547%	+$7.25M	0.01%	551
2024 Q4	$281K	Buy	3,359 +3,214	+2,217%	+$271K	﹤0.01%	1516
2024 Q3	$11.6K	Buy	145 +67	+86%	+$5.06K	﹤0.01%	2635
2024 Q2	$5.69K	Buy	+78	New	+$5.71K	﹤0.01%	2828
2017 Q3	–	Sell	-400	Closed	-$15K	–	2280
2017 Q2	$15K	Buy	+400	New	+$14.3K	﹤0.01%	1488

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its WisdomTree US Value Fund (WTV) stake by 14% in Q1 2026, selling an estimated $5.03M and leaving 308,847 shares worth $29.3M. The position accounts for 0.02% of the portfolio, ranked #361.

Northwestern Mutual Wealth Management first reported a position in WTV in Q2 2017 and has held it in 9 quarters since. The position peaked at $33.7M in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Northwestern Mutual Wealth Management held 308,847 shares of WisdomTree US Value Fund worth $29.3M as of Q1 2026.
Northwestern Mutual Wealth Management sold 51,930 WisdomTree US Value Fund shares in Q1 2026, an estimated $5.03M.
WisdomTree US Value Fund made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #361 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree US Value Fund in Q2 2017 and has held it in 9 quarters since.
Northwestern Mutual Wealth Management's WisdomTree US Value Fund position peaked at $33.7M in Q4 2025.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

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