D.E. Shaw & Co’s WisdomTree US MidCap Fund EZM Stock Holding History

D.E. Shaw & Co’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	$318K	Hold	4,191	–	–	﹤0.01%	4388
2026 Q1	$282K	Hold	4,191	–	–	﹤0.01%	4101
2025 Q4	$280K	Hold	4,191	–	–	﹤0.01%	4186
2025 Q3	$276K	Hold	4,191	–	–	﹤0.01%	4149
2025 Q2	$259K	Hold	4,191	–	–	﹤0.01%	3948
2025 Q1	$250K	Hold	4,191	–	–	﹤0.01%	3840
2024 Q4	$262K	Hold	4,191	–	–	﹤0.01%	3960
2024 Q3	$261K	Hold	4,191	–	–	﹤0.01%	4044
2024 Q2	$242K	Buy	+4,191	New	+$245K	﹤0.01%	3999

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

D.E. Shaw & Co's EZM Position: Q2 2026 in Review

D.E. Shaw & Co held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 4,191 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #4388.

D.E. Shaw & Co first reported a position in EZM in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

D.E. Shaw & Co held 4,191 shares of WisdomTree US MidCap Fund worth $318K as of Q2 2026.
D.E. Shaw & Co left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #4388 holding.
D.E. Shaw & Co first reported a position in WisdomTree US MidCap Fund in Q2 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.