Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Capital 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	$307K	Sell	4,045 -5	-0.1%	-$362	0.05%	57
2026 Q1	$272K	Sell	4,050 -637	-14%	-$44K	0.05%	58
2025 Q4	$313K	Buy	4,687 +2	+0%	+$132	0.05%	57
2025 Q3	$309K	Sell	4,685 -25	-0.5%	-$1.61K	0.05%	59
2025 Q2	$291K	Buy	4,710 +122	+3%	+$7.18K	0.05%	61
2025 Q1	$273K	Buy	4,588 +2	+0%	+$125	0.05%	63
2024 Q4	$287K	Buy	4,586 +203	+5%	+$13K	0.05%	64
2024 Q3	$273K	Hold	4,383	–	–	0.05%	65
2024 Q2	$253K	Buy	4,383 +18	+0.4%	+$1.05K	0.05%	65
2024 Q1	$266K	Sell	4,365 -9	-0.2%	-$517	0.05%	66
2023 Q4	$251K	Buy	4,374 +37	+0.9%	+$1.91K	0.05%	63
2023 Q3	$220K	Buy	4,337 +3	+0.1%	+$160	0.05%	64
2023 Q2	$229K	Buy	+4,334	New	+$215K	0.05%	66

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

Capital Management's EZM Position: Q2 2026 in Review

Capital Management reduced its WisdomTree US MidCap Fund (EZM) stake by 0.12% in Q2 2026, selling an estimated $362 and leaving 4,045 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #57.

Capital Management first reported a position in EZM in Q2 2023 and has held it in 13 quarters since. The position peaked at $313K in Q4 2025. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Capital Management held 4,045 shares of WisdomTree US MidCap Fund worth $307K as of Q2 2026.
Capital Management sold 5 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $362.
WisdomTree US MidCap Fund made up 0.05% of Capital Management's portfolio in Q2 2026, its #57 holding.
Capital Management first reported a position in WisdomTree US MidCap Fund in Q2 2023 and has held it in 13 quarters since.
Capital Management's WisdomTree US MidCap Fund position peaked at $313K in Q4 2025.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.