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

Cresset 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 Q1	$469K	Hold	6,975	–	–	﹤0.01%	1094
2025 Q4	$466K	Hold	6,975	–	–	﹤0.01%	1101
2025 Q3	$460K	Hold	6,975	–	–	﹤0.01%	1061
2025 Q2	$431K	Hold	6,975	–	–	﹤0.01%	982
2025 Q1	$416K	Hold	6,975	–	–	﹤0.01%	1164
2024 Q4	$436K	Sell	6,975 -6,975	-50%	-$447K	﹤0.01%	1154
2024 Q3	$870K	Hold	13,950	–	–	﹤0.01%	1230
2024 Q2	$806K	Buy	13,950 +6,975	+100%	+$408K	﹤0.01%	1193
2024 Q1	$426K	Hold	6,975	–	–	﹤0.01%	1417
2023 Q4	$400K	Hold	6,975	–	–	﹤0.01%	1340
2023 Q3	$354K	Hold	6,975	–	–	﹤0.01%	1366
2023 Q2	$369K	Hold	6,975	–	–	﹤0.01%	1425
2023 Q1	$347K	Buy	+6,975	New	+$360K	0.01%	591
2022 Q4	–	Sell	-7,125	Closed	-$313K	–	794
2022 Q3	$313K	Buy	7,125 +150	+2%	+$7.3K	﹤0.01%	657
2022 Q2	$321K	Buy	+6,975	New	+$354K	﹤0.01%	693

Other funds holding EZM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Cresset Asset Management's EZM Position: Q1 2026 in Review

Cresset Asset Management held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 6,975 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Cresset Asset Management first reported a position in EZM in Q2 2022 and has held it in 15 quarters since. The position peaked at $870K in Q3 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Cresset Asset Management held 6,975 shares of WisdomTree US MidCap Fund worth $469K as of Q1 2026.
Cresset Asset Management left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1094 holding.
Cresset Asset Management first reported a position in WisdomTree US MidCap Fund in Q2 2022 and has held it in 15 quarters since.
Cresset Asset Management's WisdomTree US MidCap Fund position peaked at $870K in Q3 2024.
171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.