EWM
EZM icon

EPG Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

EPG Wealth 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
Q2 		$43.1K Buy
+569
New +$41.2K 0.01% 234
2025
Q1 		– Sell
-169
Closed -$10.6K – 426
2024
Q4 		$10.6K Hold
169
– – ﹤0.01% 372
2024
Q3 		$10.5K Buy
+169
New +$10.1K ﹤0.01% 372
2024
Q2 		– Sell
-174
Closed -$10.2K – 393
2024
Q1 		$10.6K Buy
174
+61
+54% +$3.5K ﹤0.01% 385
2023
Q4 		$6.32K Buy
113
+2
+2% +$103 ﹤0.01% 390
2023
Q3 		$5.63K Sell
111
-6
-5% -$319 ﹤0.01% 384
2023
Q2 		$6.19K Sell
117
-629
-84% -$31.2K ﹤0.01% 373
2023
Q1 		$37.1K Buy
746
+106
+17% +$5.47K 0.01% 305
2022
Q4 		$31.1K Hold
640
– – 0.01% 285
2022
Q3 		$28K Buy
+640
New +$31.2K 0.01% 295
2022
Q2 		– Sell
-700
Closed -$38K – 255
2022
Q1 		$38K Sell
700
-1,539
-69% -$83.5K 0.01% 303
2021
Q4 		$126K Buy
2,239
+583
+35% +$32.1K 0.04% 248
2021
Q3 		$86K Buy
+1,656
New +$87.1K 0.03% 244
2020
Q2 		– Sell
-2,162
Closed -$57K – 345
2020
Q1 		$57K Buy
+2,162
New +$80K 0.04% 259

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

EPG Wealth Management's EZM Position: Q2 2026 in Review

EPG Wealth Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 569 shares worth $43.1K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in EZM as recently as Q4 2024.

EPG Wealth Management first reported a position in EZM in Q1 2020 and has held it in 14 quarters since. The position peaked at $126K in Q4 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • EPG Wealth Management held 569 shares of WisdomTree US MidCap Fund worth $43.1K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new EPG Wealth Management position in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #234 holding.
  • EPG Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 14 quarters since.
  • EPG Wealth Management's WisdomTree US MidCap Fund position peaked at $126K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.