Whipplewood Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Whipplewood Advisors’s Portfolio NZF Stock Details NZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Sell	45,158 -1,225	-3%	-$15.4K	0.39%	69
2026 Q1	$565K	Buy	46,383 +361	+0.8%	+$4.55K	0.29%	81
2025 Q4	$579K	Sell	46,022 -120	-0.3%	-$1.51K	0.37%	78
2025 Q3	$580K	Buy	46,142 +3,481	+8%	+$41.8K	0.38%	73
2025 Q2	$509K	Sell	42,661 -25,813	-38%	-$305K	0.28%	87
2025 Q1	$519K	Buy	68,474 +25,497	+59%	+$317K	0.31%	76
2024 Q4	$523K	Buy	+42,977	New	+$545K	0.3%	80

Other funds holding NZF

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Whipplewood Advisors's NZF Position: Q2 2026 in Review

Whipplewood Advisors reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 2.6% in Q2 2026, selling an estimated $15.4K and leaving 45,158 shares worth $573K. The position accounts for 0.39% of the portfolio, ranked #69.

Whipplewood Advisors first reported a position in NZF in Q4 2024 and has held it in 7 quarters since. The position peaked at $580K in Q3 2025. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Whipplewood Advisors held 45,158 shares of Nuveen Municipal Credit Income Fund worth $573K as of Q2 2026.
Whipplewood Advisors sold 1,225 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $15.4K.
Nuveen Municipal Credit Income Fund made up 0.39% of Whipplewood Advisors's portfolio in Q2 2026, its #69 holding.
Whipplewood Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Nuveen Municipal Credit Income Fund position peaked at $580K in Q3 2025.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.