Baird Financial Group
EZM icon

Baird Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Baird Financial Group’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
Q1 		$21.7M Sell
322,814
-9,819
-3% -$679K 0.03% 343
2025
Q4 		$22.2M Buy
332,633
+7,930
+2% +$524K 0.03% 347
2025
Q3 		$21.4M Buy
324,703
+14,555
+5% +$940K 0.03% 361
2025
Q2 		$19.2M Buy
310,148
+18,007
+6% +$1.06M 0.03% 372
2025
Q1 		$17.4M Sell
292,141
-84
-0% -$5.25K 0.03% 381
2024
Q4 		$18.3M Buy
292,225
+9,874
+3% +$633K 0.03% 375
2024
Q3 		$17.6M Buy
282,351
+3,414
+1% +$205K 0.03% 370
2024
Q2 		$16.1M Buy
278,937
+9,829
+4% +$575K 0.03% 374
2024
Q1 		$16.4M Buy
269,108
+1,508
+0.6% +$86.6K 0.03% 366
2023
Q4 		$15.4M Buy
267,600
+14,662
+6% +$758K 0.04% 367
2023
Q3 		$12.8M Buy
252,938
+34,687
+16% +$1.85M 0.04% 380
2023
Q2 		$11.6M Buy
218,251
+7,794
+4% +$387K 0.03% 407
2023
Q1 		$10.5M Buy
210,457
+11,564
+6% +$597K 0.03% 414
2022
Q4 		$9.67M Buy
+198,893
New +$9.69M 0.03% 445
2019
Q1 		– Sell
-6,756
Closed -$232K – 1295
2018
Q4 		$232K Sell
6,756
-2
-0% -$75 ﹤0.01% 1180
2018
Q3 		$277K Buy
6,758
+2
+0% +$83 ﹤0.01% 1199
2018
Q2 		$271K Hold
6,756
– – ﹤0.01% 1163
2018
Q1 		$261K Sell
6,756
-10,586
-61% -$421K ﹤0.01% 1155
2017
Q4 		$688K Sell
17,342
-7,821
-31% -$300K ﹤0.01% 917
2017
Q3 		$937K Buy
25,163
+517
+2% +$18.6K 0.01% 816
2017
Q2 		$882K Buy
24,646
+2,959
+14% +$105K 0.01% 814
2017
Q1 		$765K Buy
21,687
+228
+1% +$7.99K 0.01% 845
2016
Q4 		$734K Buy
21,459
+10,272
+92% +$337K 0.01% 842
2016
Q3 		$357K Buy
+11,187
New +$354K ﹤0.01% 1016

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Baird Financial Group's EZM Position: Q1 2026 in Review

Baird Financial Group reduced its WisdomTree US MidCap Fund (EZM) stake by 3% in Q1 2026, selling an estimated $679K and leaving 322,814 shares worth $21.7M. The position accounts for 0.03% of the portfolio, ranked #343.

Baird Financial Group first reported a position in EZM in Q3 2016 and has held it in 24 quarters since. The position peaked at $22.2M in Q4 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Baird Financial Group held 322,814 shares of WisdomTree US MidCap Fund worth $21.7M as of Q1 2026.
  • Baird Financial Group sold 9,819 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $679K.
  • WisdomTree US MidCap Fund made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #343 holding.
  • Baird Financial Group first reported a position in WisdomTree US MidCap Fund in Q3 2016 and has held it in 24 quarters since.
  • Baird Financial Group's WisdomTree US MidCap Fund position peaked at $22.2M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.