Apella Capital
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
Q3 		$1.51M Hold
20,925
– – 0.02% 319
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Apella Capital's EZM Position: Q3 2026 in Review

Apella Capital held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 20,925 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #319.

Apella Capital first reported a position in EZM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2026. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Apella Capital held 20,925 shares of WisdomTree US MidCap Fund worth $1.51M as of Q3 2026.
  • Apella Capital left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.02% of Apella Capital's portfolio in Q3 2026, its #319 holding.
  • Apella Capital first reported a position in WisdomTree US MidCap Fund in Q4 2023 and has held it in 12 quarters since.
  • Apella Capital's WisdomTree US MidCap Fund position peaked at $1.57M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.