Farther Finance Advisors
EZM icon

Farther Finance Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Farther Finance 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
Q3 		$170K Buy
2,367
+261
+12% +$19.7K ﹤0.01% 2434
2026
Q2 		$160K Sell
2,106
-61
-3% -$4.42K ﹤0.01% 2407
2026
Q1 		$146K Buy
2,167
+1,878
+650% +$130K ﹤0.01% 2243
2025
Q4 		$19.3K Buy
+289
New +$19.1K ﹤0.01% 3471

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Farther Finance Advisors's EZM Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 12% in Q3 2026, buying an estimated $19.7K and bringing the position to 2,367 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Farther Finance Advisors first reported a position in EZM in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Farther Finance Advisors held 2,367 shares of WisdomTree US MidCap Fund worth $170K as of Q3 2026.
  • Farther Finance Advisors bought 261 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $19.7K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2434 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.