WealthPlan Investment Management
QDF icon

WealthPlan Investment Management’s Northern Trust Quality Dividend ETF QDF Stock Holding History

WealthPlan Investment Management’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$898K Buy
9,955
+97
+1% +$8.86K 0.04% 245
2026
Q2 		$886K Buy
9,858
+1,446
+17% +$125K 0.04% 242
2026
Q1 		$665K Buy
8,412
+3,800
+82% +$311K 0.04% 261
2025
Q4 		$373K Buy
+4,612
New +$370K 0.02% 295

Other funds holding QDF

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
VeraBank
VeraBank Henderson, Texas $607M AUM 18.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

WealthPlan Investment Management's QDF Position: Q3 2026 in Review

WealthPlan Investment Management increased its Northern Trust Quality Dividend ETF (QDF) stake by 0.98% in Q3 2026, buying an estimated $8.86K and bringing the position to 9,955 shares worth $898K. The position accounts for 0.04% of the portfolio, ranked #245.

WealthPlan Investment Management first reported a position in QDF in Q4 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold QDF as of Q3 2026.

  • WealthPlan Investment Management held 9,955 shares of Northern Trust Quality Dividend ETF worth $898K as of Q3 2026.
  • WealthPlan Investment Management bought 97 Northern Trust Quality Dividend ETF shares in Q3 2026, an estimated $8.86K.
  • Northern Trust Quality Dividend ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q3 2026, its #245 holding.
  • WealthPlan Investment Management first reported a position in Northern Trust Quality Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Northern Trust Quality Dividend ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.