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 Q2	$72	Sell	5 -15	-75%	-$213	﹤0.01%	1534
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 $1.15B AUM 12.28% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

WPG Advisers's NUW Position: Q2 2026 in Review

WPG Advisers reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 75% in Q2 2026, selling an estimated $213 and leaving 5 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

WPG Advisers first reported a position in NUW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78K in Q4 2024. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

WPG Advisers held 5 shares of Nuveen AMT-Free Municipal Value Fund worth $72 as of Q2 2026.
WPG Advisers sold 15 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $213.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1534 holding.
WPG Advisers first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Nuveen AMT-Free Municipal Value Fund position peaked at $4.78K in Q4 2024.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

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