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

Evolution 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 		$15.2K Hold
200
– – 0.01% 512
2026
Q1 		$13.4K Hold
200
– – 0.01% 475
2025
Q4 		$13.4K Buy
+200
New +$13.2K 0.01% 406

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

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

Evolution Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #512.

Evolution Wealth Management first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Evolution Wealth Management held 200 shares of WisdomTree US MidCap Fund worth $15.2K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.