Envision Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Envision Financial’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	$634K	Buy	8,368 +7	+0.1%	+$507	0.29%	34
2026 Q1	$562K	Sell	8,361 -685	-8%	-$47.4K	0.3%	36
2025 Q4	$604K	Buy	9,046 +11	+0.1%	+$726	0.32%	36
2025 Q3	$596K	Sell	9,035 -3,359	-27%	-$217K	0.34%	36
2025 Q2	$766K	Buy	12,394 +12	+0.1%	+$706	0.51%	29
2025 Q1	$738K	Sell	12,382 -1,263	-9%	-$78.9K	0.56%	29
2024 Q4	$853K	Buy	+13,645	New	+$874K	0.68%	27

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

Envision Financial's EZM Position: Q2 2026 in Review

Envision Financial increased its WisdomTree US MidCap Fund (EZM) stake by 0.08% in Q2 2026, buying an estimated $507 and bringing the position to 8,368 shares worth $634K. The position accounts for 0.29% of the portfolio, ranked #34.

Envision Financial first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $853K in Q4 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Envision Financial held 8,368 shares of WisdomTree US MidCap Fund worth $634K as of Q2 2026.
Envision Financial bought 7 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $507.
WisdomTree US MidCap Fund made up 0.29% of Envision Financial's portfolio in Q2 2026, its #34 holding.
Envision Financial first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
Envision Financial's WisdomTree US MidCap Fund position peaked at $853K in Q4 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.