Corient Private Wealth
EZM icon

Corient Private Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Corient Private Wealth’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
Q1 		$2.05M Sell
30,442
-30,442
-50% -$2.1M ﹤0.01% 1251
2025
Q4 		$4.07M Buy
60,884
+31,259
+106% +$2.06M ﹤0.01% 1157
2025
Q3 		$1.95M Buy
+29,625
New +$1.91M ﹤0.01% 1075

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Corient Private Wealth's EZM Position: Q1 2026 in Review

Corient Private Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 50% in Q1 2026, selling an estimated $2.1M and leaving 30,442 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Corient Private Wealth first reported a position in EZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.07M in Q4 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Corient Private Wealth held 30,442 shares of WisdomTree US MidCap Fund worth $2.05M as of Q1 2026.
  • Corient Private Wealth sold 30,442 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $2.1M.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1251 holding.
  • Corient Private Wealth first reported a position in WisdomTree US MidCap Fund in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's WisdomTree US MidCap Fund position peaked at $4.07M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.