Blue Trust Inc
EZM icon

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

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 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. 170 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.
  • 170 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.