Blue Trust Inc’s WisdomTree US MidCap Fund EZM Stock Holding History

Blue Trust Inc’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
2025 Q4	–	Sell	-20	Closed	-$1.32K	–	2587
2025 Q3	$1.32K	Buy	+20	New	+$1.29K	﹤0.01%	2261

Other funds holding EZM

Align Financial Hermantown, Minnesota $176M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 $617M AUM 21.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Trust Inc's EZM Position: Q4 2025 in Review

Blue Trust Inc sold out of WisdomTree US MidCap Fund (EZM) in Q4 2025, closing a stake of 20 shares — an estimated $1.32K sold.

Blue Trust Inc first reported a position in EZM in Q3 2025 and held it in 1 quarter. The position peaked at $1.32K in Q3 2025. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

Blue Trust Inc reported no remaining WisdomTree US MidCap Fund position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 20 WisdomTree US MidCap Fund shares in Q4 2025, an estimated $1.32K.
Blue Trust Inc first reported a position in WisdomTree US MidCap Fund in Q3 2025 and held it in 1 quarter.
Blue Trust Inc's WisdomTree US MidCap Fund position peaked at $1.32K in Q3 2025.
169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.