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

Chesapeake 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 		$13.3K Buy
+175
New +$12.7K 0.01% 217
2024
Q1 		– Sell
-92
Closed -$5.28K – 355
2023
Q4 		$5.28K Sell
92
-135
-59% -$6.98K ﹤0.01% 294
2023
Q3 		$11.5K Hold
227
– – 0.01% 240
2023
Q2 		$12K Buy
+227
New +$11.3K 0.01% 241

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Chesapeake Asset Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 175 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Chesapeake Asset Management previously reported a position in EZM as recently as Q4 2023.

Chesapeake Asset Management first reported a position in EZM in Q2 2023 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Chesapeake Asset Management held 175 shares of WisdomTree US MidCap Fund worth $13.3K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new Chesapeake Asset Management position in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.01% of Chesapeake Asset Management's portfolio in Q2 2026, its #217 holding.
  • Chesapeake Asset Management first reported a position in WisdomTree US MidCap Fund in Q2 2023 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.