TIAA-CREF Individual & Institutional Services
DLN icon

TIAA-CREF Individual & Institutional Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$443K Buy
4,560
+1,251
+38% +$124K ﹤0.01% 485
2026
Q2 		$319K Buy
+3,309
New +$313K ﹤0.01% 556

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's DLN Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 38% in Q3 2026, buying an estimated $124K and bringing the position to 4,560 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

TIAA-CREF Individual & Institutional Services first reported a position in DLN in Q2 2026 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 4,560 shares of WisdomTree US LargeCap Dividend Fund worth $443K as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services bought 1,251 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $124K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #485 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.