AC
EZM icon

Apella Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Apella Capital’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 		$1.57M Hold
20,925
– – 0.02% 298
2026
Q1 		$1.51M Hold
20,925
– – 0.02% 293
2025
Q4 		$1.4M Hold
20,925
– – 0.03% 241
2025
Q3 		$1.35M Hold
20,925
– – 0.03% 216
2025
Q2 		$1.32M Hold
20,925
– – 0.04% 191
2025
Q1 		$1.19M Hold
20,925
– – 0.04% 174
2024
Q4 		$1.31M Hold
20,925
– – 0.05% 144
2024
Q3 		$1.29M Hold
20,925
– – 0.05% 135
2024
Q2 		$1.19M Hold
20,925
– – 0.05% 139
2024
Q1 		$1.26M Hold
20,925
– – 0.06% 126
2023
Q4 		$1.17M Buy
+20,925
New +$1.08M 0.07% 126

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Apella Capital's EZM Position: Q2 2026 in Review

Apella Capital held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 20,925 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #298.

Apella Capital first reported a position in EZM in Q4 2023 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Apella Capital held 20,925 shares of WisdomTree US MidCap Fund worth $1.57M as of Q2 2026.
  • Apella Capital left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.02% of Apella Capital's portfolio in Q2 2026, its #298 holding.
  • Apella Capital first reported a position in WisdomTree US MidCap Fund in Q4 2023 and has held it in 11 quarters since.
  • 78 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.