Amplius Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Amplius Wealth Advisors’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	$1.01M	Sell	13,382 -2,238	-14%	-$162K	0.07%	77
2026 Q1	$1.05M	Buy	15,620 +1,536	+11%	+$106K	0.09%	70
2025 Q4	$941K	Sell	14,084 -1,166	-8%	-$77K	0.08%	72
2025 Q3	$1.01M	Buy	15,250 +8,600	+129%	+$555K	0.09%	69
2025 Q2	$411K	Buy	+6,650	New	+$392K	0.04%	135

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Amplius Wealth Advisors's EZM Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 14% in Q2 2026, selling an estimated $162K and leaving 13,382 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #77.

Amplius Wealth Advisors first reported a position in EZM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2026. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Amplius Wealth Advisors held 13,382 shares of WisdomTree US MidCap Fund worth $1.01M as of Q2 2026.
Amplius Wealth Advisors sold 2,238 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $162K.
WisdomTree US MidCap Fund made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Amplius Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 5 quarters since.
Amplius Wealth Advisors's WisdomTree US MidCap Fund position peaked at $1.05M in Q1 2026.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.