EH
EZM icon

Equitable Holdings’s WisdomTree US MidCap Fund EZM Stock Holding History

Equitable Holdings’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 		$2.84M Sell
37,457
-2,055
-5% -$149K 0.02% 623
2026
Q1 		$2.64M Sell
39,512
-53,789
-58% -$3.72M 0.02% 634
2025
Q4 		$6.23M Buy
93,301
+2,972
+3% +$196K 0.04% 324
2025
Q3 		$5.95M Buy
90,329
+8,342
+10% +$539K 0.04% 316
2025
Q2 		$5.06M Sell
81,987
-6,134
-7% -$361K 0.04% 325
2025
Q1 		$5.25M Buy
88,121
+4,429
+5% +$277K 0.05% 281
2024
Q4 		$5.23M Buy
83,692
+4,259
+5% +$273K 0.05% 275
2024
Q3 		$4.95M Buy
79,433
+1,960
+3% +$118K 0.05% 282
2024
Q2 		$4.48M Buy
77,473
+1,644
+2% +$96.2K 0.05% 283
2024
Q1 		$4.63M Sell
75,829
-16,796
-18% -$965K 0.05% 256
2023
Q4 		$5.32M Buy
92,625
+16,648
+22% +$860K 0.07% 214
2023
Q3 		$3.86M Sell
75,977
-2,652
-3% -$141K 0.06% 241
2023
Q2 		$4.16M Buy
78,629
+11,280
+17% +$560K 0.06% 216
2023
Q1 		$3.35M Buy
67,349
+3,008
+5% +$155K 0.05% 236
2022
Q4 		$3.13M Buy
64,341
+1,072
+2% +$52.2K 0.05% 231
2022
Q3 		$2.78M Buy
63,269
+7,201
+13% +$351K 0.05% 217
2022
Q2 		$2.58M Buy
56,068
+1,747
+3% +$88.6K 0.05% 225
2022
Q1 		$2.97M Buy
54,321
+7,443
+16% +$404K 0.05% 222
2021
Q4 		$2.64M Buy
46,878
+30,602
+188% +$1.68M 0.04% 236
2021
Q3 		$847K Buy
16,276
+3,804
+31% +$200K 0.01% 415
2021
Q2 		$653K Buy
12,472
+1,761
+16% +$93.3K 0.01% 477
2021
Q1 		$546K Buy
10,711
+1,040
+11% +$49.9K 0.01% 492
2020
Q4 		$420K Sell
9,671
-159
-2% -$6.32K 0.01% 486
2020
Q3 		$336K Buy
9,830
+93
+1% +$3.2K 0.01% 494
2020
Q2 		$317K Sell
9,737
-1,577
-14% -$48.1K 0.01% 497
2020
Q1 		$299K Sell
11,314
-473
-4% -$17.5K 0.01% 458
2019
Q4 		$496K Buy
+11,787
New +$480K 0.01% 402

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

Equitable Holdings's EZM Position: Q2 2026 in Review

Equitable Holdings reduced its WisdomTree US MidCap Fund (EZM) stake by 5.2% in Q2 2026, selling an estimated $149K and leaving 37,457 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #623.

Equitable Holdings first reported a position in EZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.23M in Q4 2025. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Equitable Holdings held 37,457 shares of WisdomTree US MidCap Fund worth $2.84M as of Q2 2026.
  • Equitable Holdings sold 2,055 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $149K.
  • WisdomTree US MidCap Fund made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #623 holding.
  • Equitable Holdings first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's WisdomTree US MidCap Fund position peaked at $6.23M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.