Bosun Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Bosun Asset Management’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 Q2	$227K	Hold	3,000	–	–	0.12%	71
2026 Q1	$202K	Hold	3,000	–	–	0.11%	72
2025 Q4	$200K	Buy	+3,000	New	+$198K	0.1%	77
2023 Q3	–	Sell	-3,000	Closed	-$159K	–	126
2023 Q2	$159K	Buy	+3,000	New	+$149K	0.16%	103

Other funds holding EZM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Bosun Asset Management's EZM Position: Q2 2026 in Review

Bosun Asset Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,000 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #71.

Bosun Asset Management first reported a position in EZM in Q2 2023 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Bosun Asset Management held 3,000 shares of WisdomTree US MidCap Fund worth $227K as of Q2 2026.
Bosun Asset Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.12% of Bosun Asset Management's portfolio in Q2 2026, its #71 holding.
Bosun Asset Management first reported a position in WisdomTree US MidCap Fund in Q2 2023 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.