Envestnet Asset Management
EZM icon

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

Envestnet 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 		$5.67M Sell
84,360
-1,576
-2% -$109K ﹤0.01% 2234
2025
Q4 		$5.74M Sell
85,936
-288
-0.3% -$19K ﹤0.01% 2087
2025
Q3 		$5.68M Sell
86,224
-4,687
-5% -$303K ﹤0.01% 2150
2025
Q2 		$5.62M Sell
90,911
-1,486
-2% -$87.5K ﹤0.01% 2118
2025
Q1 		$5.51M Sell
92,397
-25,361
-22% -$1.58M ﹤0.01% 2058
2024
Q4 		$7.36M Sell
117,758
-4,481
-4% -$287K ﹤0.01% 1849
2024
Q3 		$7.62M Sell
122,239
-6,750
-5% -$405K ﹤0.01% 1837
2024
Q2 		$7.45M Sell
128,989
-6,124
-5% -$358K ﹤0.01% 1750
2024
Q1 		$8.24M Sell
135,113
-8,764
-6% -$503K ﹤0.01% 1651
2023
Q4 		$8.26M Sell
143,877
-7,579
-5% -$392K ﹤0.01% 1563
2023
Q3 		$7.68M Sell
151,456
-37,248
-20% -$1.98M ﹤0.01% 1543
2023
Q2 		$9.99M Sell
188,704
-16,887
-8% -$838K ﹤0.01% 1307
2023
Q1 		$10.2M Sell
205,591
-9,770
-5% -$504K ﹤0.01% 1229
2022
Q4 		$10.5M Sell
215,361
-8,468
-4% -$413K 0.01% 1166
2022
Q3 		$9.84M Buy
223,829
+21,537
+11% +$1.05M 0.01% 1139
2022
Q2 		$9.3M Sell
202,292
-13,083
-6% -$663K 0.01% 1177
2022
Q1 		$11.8M Sell
215,375
-5,115
-2% -$278K 0.01% 1115
2021
Q4 		$12.4M Sell
220,490
-5,039
-2% -$277K 0.01% 1082
2021
Q3 		$11.7M Sell
225,529
-129,533
-36% -$6.82M 0.01% 1055
2021
Q2 		$18.6M Sell
355,062
-141,200
-28% -$7.48M 0.01% 815
2021
Q1 		$25.3M Sell
496,262
-66,157
-12% -$3.17M 0.02% 633
2020
Q4 		$24.4M Sell
562,419
-130,406
-19% -$5.18M 0.02% 558
2020
Q3 		$23.7M Sell
692,825
-32,336
-4% -$1.11M 0.02% 496
2020
Q2 		$23.6M Sell
725,161
-106,116
-13% -$3.23M 0.02% 473
2020
Q1 		$22M Buy
831,277
+50,694
+6% +$1.88M 0.03% 420
2019
Q4 		$32.9M Sell
780,583
-83,301
-10% -$3.39M 0.03% 364
2019
Q3 		$34.1M Sell
863,884
-11,745
-1% -$460K 0.04% 340
2019
Q2 		$35M Sell
875,629
-6,898
-0.8% -$274K 0.04% 309
2019
Q1 		$34.7M Buy
882,527
+125,646
+17% +$4.86M 0.05% 293
2018
Q4 		$26M Buy
756,881
+236,383
+45% +$8.89M 0.04% 307
2018
Q3 		$21.5M Buy
520,498
+6,167
+1% +$256K 0.04% 179
2018
Q2 		$20.7M Sell
514,331
-18,823
-4% -$747K 0.05% 187
2018
Q1 		$20.4M Buy
533,154
+7,171
+1% +$285K 0.06% 124
2017
Q4 		$20.9M Sell
525,983
-5,144
-1% -$198K 0.05% 224
2017
Q3 		$19.8M Buy
531,127
+10,284
+2% +$370K 0.05% 218
2017
Q2 		$18.6M Buy
520,843
+158,745
+44% +$5.63M 0.05% 223
2017
Q1 		$12.8M Buy
362,098
+17,221
+5% +$603K 0.04% 302
2016
Q4 		$11.8M Buy
344,877
+20,106
+6% +$659K 0.04% 297
2016
Q3 		$10.4M Sell
324,771
-50,904
-14% -$1.61M 0.04% 338
2016
Q2 		$11.4M Buy
375,675
+18,870
+5% +$572K 0.05% 339
2016
Q1 		$10.7M Sell
356,805
-244,866
-41% -$6.81M 0.05% 334
2015
Q4 		$17.5M Buy
601,671
+12,648
+2% +$379K 0.08% 219
2015
Q3 		$16.9M Buy
589,023
+44,367
+8% +$1.35M 0.08% 208
2015
Q2 		$17.2M Buy
544,656
+39,201
+8% +$1.26M 0.08% 232
2015
Q1 		$16.3M Buy
505,455
+179,094
+55% +$5.59M 0.08% 235
2014
Q4 		$10.1M Sell
326,361
-192,063
-37% -$5.76M 0.1% 143
2014
Q3 		$15.1M Buy
518,424
+58,833
+13% +$1.78M 0.15% 128
2014
Q2 		$14.2M Buy
459,591
+19,686
+4% +$584K 0.15% 125
2014
Q1 		$13M Buy
439,905
+58,047
+15% +$1.67M 0.14% 125
2013
Q4 		$11M Buy
381,858
+36,201
+10% +$999K 0.13% 133
2013
Q3 		$9.08M Buy
345,657
+29,949
+9% +$766K 0.11% 148
2013
Q2 		$7.57M Buy
+315,708
New +$7.49M 0.1% 148

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

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

Envestnet Asset Management reduced its WisdomTree US MidCap Fund (EZM) stake by 1.8% in Q1 2026, selling an estimated $109K and leaving 84,360 shares worth $5.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Envestnet Asset Management first reported a position in EZM in Q2 2013 and has held it in 52 quarters since. The position peaked at $35M in Q2 2019. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Envestnet Asset Management held 84,360 shares of WisdomTree US MidCap Fund worth $5.67M as of Q1 2026.
  • Envestnet Asset Management sold 1,576 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $109K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2234 holding.
  • Envestnet Asset Management first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's WisdomTree US MidCap Fund position peaked at $35M in Q2 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.