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TIAA-CREF Individual & Institutional Services’s WisdomTree US MidCap Fund EZM Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Hold
3,221
– – ﹤0.01% 632
2026
Q1 		$217K Buy
+3,221
New +$223K ﹤0.01% 627

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's EZM Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,221 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

TIAA-CREF Individual & Institutional Services first reported a position in EZM in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 3,221 shares of WisdomTree US MidCap Fund worth $244K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #632 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in WisdomTree US MidCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.