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 Q2	$39.2M	Buy	385,150 +76,303	+25%	+$7.62M	0.02%	344
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
2016 Q4	–	Sell	-922	Closed	-$29K	–	2523
2016 Q3	$29K	Buy	+922	New	+$29.4K	﹤0.01%	1128

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 25% in Q2 2026, buying an estimated $7.62M and bringing the position to 385,150 shares worth $39.2M. The position accounts for 0.02% of the portfolio, ranked #344.

Northwestern Mutual Wealth Management first reported a position in WTV in Q3 2016 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Northwestern Mutual Wealth Management held 385,150 shares of WisdomTree US Value Fund worth $39.2M as of Q2 2026.
Northwestern Mutual Wealth Management bought 76,303 WisdomTree US Value Fund shares in Q2 2026, an estimated $7.62M.
WisdomTree US Value Fund made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #344 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree US Value Fund in Q3 2016 and has held it in 11 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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