TIAA-CREF Individual & Institutional Services
EZM icon

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
Q3 		$231K Hold
3,221
– – ﹤0.01% 675
2026
Q2 		$244K Hold
3,221
– – ﹤0.01% 632
2026
Q1 		$217K Buy
+3,221
New +$223K ﹤0.01% 627

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 3,221 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

TIAA-CREF Individual & Institutional Services first reported a position in EZM in Q1 2026 and has held it in 3 quarters since. The position peaked at $244K in Q2 2026. 168 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 3,221 shares of WisdomTree US MidCap Fund worth $231K as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #675 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in WisdomTree US MidCap Fund in Q1 2026 and has held it in 3 quarters since.
  • TIAA-CREF Individual & Institutional Services's WisdomTree US MidCap Fund position peaked at $244K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

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