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Align Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Align Financial’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 		$235K Hold
3,103
– – 0.12% 68
2026
Q1 		$209K Sell
3,103
-204,177
-99% -$14.1M 0.12% 71
2025
Q4 		$207K Buy
+207,280
New +$13.7M 0.12% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Align Financial's EZM Position: Q2 2026 in Review

Align Financial held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,103 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #68.

Align Financial first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Align Financial held 3,103 shares of WisdomTree US MidCap Fund worth $235K as of Q2 2026.
  • Align Financial left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.12% of Align Financial's portfolio in Q2 2026, its #68 holding.
  • Align Financial first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.