Brinker Capital Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Brinker Capital Investments’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	$2.08M	Buy	27,447 +8,345	+44%	+$605K	0.02%	779
2026 Q1	$1.28M	Sell	19,102 -64	-0.3%	-$4.42K	0.01%	976
2025 Q4	$1.28M	Buy	+19,166	New	+$1.27M	0.01%	1100
2019 Q3	–	Sell	-234	Closed	-$9K	–	817
2019 Q2	$9K	Buy	+234	New	+$9.29K	﹤0.01%	795

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

Brinker Capital Investments's EZM Position: Q2 2026 in Review

Brinker Capital Investments increased its WisdomTree US MidCap Fund (EZM) stake by 44% in Q2 2026, buying an estimated $605K and bringing the position to 27,447 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #779.

Brinker Capital Investments first reported a position in EZM in Q2 2019 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Brinker Capital Investments held 27,447 shares of WisdomTree US MidCap Fund worth $2.08M as of Q2 2026.
Brinker Capital Investments bought 8,345 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $605K.
WisdomTree US MidCap Fund made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #779 holding.
Brinker Capital Investments first reported a position in WisdomTree US MidCap Fund in Q2 2019 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.