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TIAA Wealth Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

TIAA Wealth Investment Management’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 		$12.2K Hold
162
– – ﹤0.01% 558
2026
Q1 		$10.6K Buy
+162
New +$11.2K ﹤0.01% 504

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 Wealth Investment Management's EZM Position: Q2 2026 in Review

TIAA Wealth Investment Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 162 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

TIAA Wealth Investment Management 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 Wealth Investment Management held 162 shares of WisdomTree US MidCap Fund worth $12.2K as of Q2 2026.
  • TIAA Wealth Investment Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #558 holding.
  • TIAA Wealth Investment Management 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 Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.