TIAA Trust, National Association
EZM icon

TIAA Trust, National Association’s WisdomTree US MidCap Fund EZM Stock Holding History

TIAA Trust, National Association’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
Q1 		– Sell
-3,383
Closed -$226K – 478
2025
Q4 		$226K Buy
3,383
+162
+5% +$10.7K ﹤0.01% 637
2025
Q3 		$212K Buy
+3,221
New +$208K ﹤0.01% 651
2025
Q1 		– Sell
-3,310
Closed -$207K – 650
2024
Q4 		$207K Sell
3,310
-79
-2% -$5.06K ﹤0.01% 626
2024
Q3 		$211K Buy
+3,389
New +$203K ﹤0.01% 618
2024
Q2 		– Sell
-3,389
Closed -$207K – 637
2024
Q1 		$207K Buy
+3,389
New +$195K ﹤0.01% 594

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

TIAA Trust, National Association's EZM Position: Q1 2026 in Review

TIAA Trust, National Association sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 3,383 shares — an estimated $226K sold.

TIAA Trust, National Association first reported a position in EZM in Q1 2024 and held it in 5 quarters. The position peaked at $226K in Q4 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • TIAA Trust, National Association reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 3,383 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $226K.
  • TIAA Trust, National Association first reported a position in WisdomTree US MidCap Fund in Q1 2024 and held it in 5 quarters.
  • TIAA Trust, National Association's WisdomTree US MidCap Fund position peaked at $226K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.