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EP Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

EP Wealth Advisors’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 		$165K Buy
+2,173
New +$157K ﹤0.01% 1565

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

EP Wealth Advisors's EZM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 2,173 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings.

187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • EP Wealth Advisors held 2,173 shares of WisdomTree US MidCap Fund worth $165K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new EP Wealth Advisors position in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1565 holding.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.