WPG Advisers’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

WPG Advisers’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287	Sell	20 -67	-77%	-$962	﹤0.01%	1412
2025 Q4	$1.25K	Sell	87 -5	-5%	-$71	﹤0.01%	1253
2025 Q3	$1.3K	Buy	92 +4	+5%	+$55	﹤0.01%	1228
2025 Q2	$1.2K	Sell	88 -135	-61%	-$1.83K	﹤0.01%	1228
2025 Q1	$3.06K	Sell	223 -129	-37%	-$1.78K	﹤0.01%	1016
2024 Q4	$4.78K	Buy	+352	New	+$4.9K	﹤0.01%	834

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

WPG Advisers's NUW Position: Q1 2026 in Review

WPG Advisers reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 77% in Q1 2026, selling an estimated $962 and leaving 20 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

WPG Advisers first reported a position in NUW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.78K in Q4 2024. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

WPG Advisers held 20 shares of Nuveen AMT-Free Municipal Value Fund worth $287 as of Q1 2026.
WPG Advisers sold 67 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $962.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of WPG Advisers's portfolio in Q1 2026, its #1412 holding.
WPG Advisers first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and has held it in 6 quarters since.
WPG Advisers's Nuveen AMT-Free Municipal Value Fund position peaked at $4.78K in Q4 2024.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.