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Wolff Wiese Magana’s TCW Transform 500 ETF VOTE Stock Holding History

Wolff Wiese Magana’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Hold
1,551
– – 0.06% 143
2026
Q1 		$118K Hold
1,551
– – 0.07% 142
2025
Q4 		$124K Hold
1,551
– – 0.07% 138
2025
Q3 		$122K Buy
+1,551
New +$117K 0.07% 137

Other funds holding VOTE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wolff Wiese Magana's VOTE Position: Q2 2026 in Review

Wolff Wiese Magana held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 1,551 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #143.

Wolff Wiese Magana first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Wolff Wiese Magana held 1,551 shares of TCW Transform 500 ETF worth $137K as of Q2 2026.
  • Wolff Wiese Magana left its TCW Transform 500 ETF share count unchanged in Q2 2026.
  • TCW Transform 500 ETF made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #143 holding.
  • Wolff Wiese Magana first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.