Bank of America
EZM icon

Bank of America’s WisdomTree US MidCap Fund EZM Stock Holding History

Bank of America’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 		$33.3M Sell
494,646
-11,196
-2% -$774K ﹤0.01% 1945
2025
Q4 		$33.8M Sell
505,842
-2,500
-0.5% -$165K ﹤0.01% 1851
2025
Q3 		$33.5M Sell
508,342
-25,591
-5% -$1.65M ﹤0.01% 2105
2025
Q2 		$33M Buy
533,933
+18,410
+4% +$1.08M ﹤0.01% 2066
2025
Q1 		$30.7M Buy
515,523
+23,801
+5% +$1.49M ﹤0.01% 2023
2024
Q4 		$30.7M Sell
491,722
-113,012
-19% -$7.24M ﹤0.01% 1898
2024
Q3 		$37.7M Buy
604,734
+6,507
+1% +$390K ﹤0.01% 1812
2024
Q2 		$34.6M Sell
598,227
-45
-0% -$2.63K ﹤0.01% 1757
2024
Q1 		$36.5M Sell
598,272
-120,428
-17% -$6.92M ﹤0.01% 1730
2023
Q4 		$41.2M Sell
718,700
-38,631
-5% -$2M ﹤0.01% 1509
2023
Q3 		$38.4M Sell
757,331
-89,241
-11% -$4.75M ﹤0.01% 1460
2023
Q2 		$44.8M Sell
846,572
-224,834
-21% -$11.2M ﹤0.01% 1390
2023
Q1 		$53.3M Sell
1,071,406
-70,926
-6% -$3.66M 0.01% 1330
2022
Q4 		$55.5M Sell
1,142,332
-39,752
-3% -$1.94M 0.01% 1226
2022
Q3 		$52M Buy
1,182,084
+231,268
+24% +$11.3M 0.01% 1241
2022
Q2 		$43.7M Buy
950,816
+43,748
+5% +$2.22M 0.01% 1358
2022
Q1 		$49.6M Sell
907,068
-4,136
-0.5% -$224K ﹤0.01% 1368
2021
Q4 		$51.3M Buy
911,204
+11,550
+1% +$635K 0.01% 1394
2021
Q3 		$46.8M Buy
899,654
+372,760
+71% +$19.6M ﹤0.01% 1400
2021
Q2 		$27.6M Buy
526,894
+34,477
+7% +$1.83M ﹤0.01% 1845
2021
Q1 		$25.1M Buy
492,417
+61,428
+14% +$2.95M ﹤0.01% 1843
2020
Q4 		$18.7M Sell
430,989
-13,799
-3% -$548K ﹤0.01% 1960
2020
Q3 		$15.2M Sell
444,788
-71,285
-14% -$2.45M ﹤0.01% 1934
2020
Q2 		$16.8M Sell
516,073
-247,635
-32% -$7.55M ﹤0.01% 1756
2020
Q1 		$20.2M Buy
763,708
+82,823
+12% +$3.06M ﹤0.01% 1503
2019
Q4 		$28.7M Buy
680,885
+30,847
+5% +$1.26M ﹤0.01% 1584
2019
Q3 		$25.6M Buy
650,038
+7,194
+1% +$282K ﹤0.01% 1627
2019
Q2 		$25.7M Sell
642,844
-5,367
-0.8% -$213K ﹤0.01% 1642
2019
Q1 		$25.5M Buy
648,211
+43,307
+7% +$1.67M ﹤0.01% 1612
2018
Q4 		$20.7M Sell
604,904
-41,086
-6% -$1.54M ﹤0.01% 1645
2018
Q3 		$26.7M Sell
645,990
-10,997
-2% -$457K ﹤0.01% 1601
2018
Q2 		$26.4M Buy
656,987
+197
+0% +$7.82K ﹤0.01% 1590
2018
Q1 		$25.4M Buy
656,790
+33,777
+5% +$1.34M ﹤0.01% 1576
2017
Q4 		$24.7M Sell
623,013
-13,252
-2% -$509K ﹤0.01% 1637
2017
Q3 		$23.7M Sell
636,265
-1,120
-0.2% -$40.3K ﹤0.01% 1724
2017
Q2 		$22.8M Sell
637,385
-71,543
-10% -$2.54M ﹤0.01% 1610
2017
Q1 		$25M Sell
708,928
-240,917
-25% -$8.44M 0.01% 1562
2016
Q4 		$32.5M Buy
949,845
+140,190
+17% +$4.6M 0.01% 1280
2016
Q3 		$25.8M Buy
809,655
+5,535
+0.7% +$175K 0.01% 1450
2016
Q2 		$24.5M Sell
804,120
-43,536
-5% -$1.32M 0.01% 1439
2016
Q1 		$25.5M Sell
847,656
-108,381
-11% -$3.01M 0.01% 1377
2015
Q4 		$27.8M Sell
956,037
-149,739
-14% -$4.49M 0.01% 1382
2015
Q3 		$31.7M Buy
1,105,776
+215,805
+24% +$6.59M 0.01% 1279
2015
Q2 		$28.2M Sell
889,971
-33,771
-4% -$1.09M 0.01% 1158
2015
Q1 		$29.7M Buy
923,742
+91,002
+11% +$2.84M 0.01% 1101
2014
Q4 		$25.7M Buy
832,740
+225,177
+37% +$6.75M 0.01% 1205
2014
Q3 		$17.7M Buy
607,563
+175,692
+41% +$5.31M 0.01% 1489
2014
Q2 		$13.3M Buy
431,871
+71,955
+20% +$2.13M ﹤0.01% 1694
2014
Q1 		$10.7M Sell
359,916
-42,525
-11% -$1.23M ﹤0.01% 1733
2013
Q4 		$11.6M Buy
402,441
+122,580
+44% +$3.38M ﹤0.01% 1706
2013
Q3 		$7.35M Buy
279,861
+110,988
+66% +$2.84M ﹤0.01% 2067
2013
Q2 		$4.05M Buy
+168,873
New +$4.01M ﹤0.01% 2485

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 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

Bank of America's EZM Position: Q1 2026 in Review

Bank of America reduced its WisdomTree US MidCap Fund (EZM) stake by 2.2% in Q1 2026, selling an estimated $774K and leaving 494,646 shares worth $33.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Bank of America first reported a position in EZM in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.5M in Q4 2022. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Bank of America held 494,646 shares of WisdomTree US MidCap Fund worth $33.3M as of Q1 2026.
  • Bank of America sold 11,196 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $774K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1945 holding.
  • Bank of America first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's WisdomTree US MidCap Fund position peaked at $55.5M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.