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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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 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. 45 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.
  • 45 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.