WPG Advisers’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

WPG Advisers’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98K	Sell	140 -95	-40%	-$1.31K	﹤0.01%	1199
2026 Q1	$2.91K	Buy	235 +8	+4%	+$106	﹤0.01%	1008
2025 Q4	$2.96K	Sell	227 -47	-17%	-$613	﹤0.01%	1028
2025 Q3	$3.56K	Buy	274 +96	+54%	+$1.22K	﹤0.01%	996
2025 Q2	$2.25K	Buy	+178	New	+$2.15K	﹤0.01%	1095
2025 Q1	–	Sell	-191	Closed	-$2.3K	–	1512
2024 Q4	$2.3K	Buy	+191	New	+$2.41K	﹤0.01%	1047

Other funds holding NMAI

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HWAM

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WPG Advisers's NMAI Position: Q2 2026 in Review

WPG Advisers reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 40% in Q2 2026, selling an estimated $1.31K and leaving 140 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

WPG Advisers first reported a position in NMAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.56K in Q3 2025. 42 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

WPG Advisers held 140 shares of Nuveen Multi-Asset Income Fund worth $1.98K as of Q2 2026.
WPG Advisers sold 95 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $1.31K.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1199 holding.
WPG Advisers first reported a position in Nuveen Multi-Asset Income Fund in Q4 2024 and has held it in 6 quarters since.
WPG Advisers's Nuveen Multi-Asset Income Fund position peaked at $3.56K in Q3 2025.
42 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.