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EZM icon

Financial Insights’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Insights’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
Q1 		$240K Hold
3,563
– – 0.08% 119
2025
Q4 		$238K Hold
3,563
– – 0.08% 112
2025
Q3 		$235K Hold
3,563
– – 0.08% 125
2025
Q2 		$220K Hold
3,563
– – 0.08% 120
2025
Q1 		$212K Sell
3,563
-2,548
-42% -$159K 0.08% 103
2024
Q4 		$382K Sell
6,111
-825
-12% -$52.9K 0.14% 75
2024
Q3 		$432K Hold
6,936
– – 0.14% 94
2024
Q2 		$401K Hold
6,936
– – 0.11% 114
2024
Q1 		$423K Hold
6,936
– – 0.12% 117
2023
Q4 		$398K Hold
6,936
– – 0.12% 115
2023
Q3 		$330K Hold
6,936
– – 0.12% 118
2023
Q2 		$367K Hold
6,936
– – 0.13% 117
2023
Q1 		$345K Hold
6,936
– – 0.14% 117
2022
Q4 		$337K Hold
6,936
– – 0.16% 108
2022
Q3 		$305K Hold
6,936
– – 0.21% 93
2022
Q2 		$319K Hold
6,936
– – 0.32% 61
2022
Q1 		$379K Hold
6,936
– – 0.35% 53
2021
Q4 		$390K Hold
6,936
– – 0.34% 52
2021
Q3 		$361K Hold
6,936
– – 0.33% 54
2021
Q2 		$3.63M Hold
6,936
– – 0.3% 52
2021
Q1 		$353K Hold
6,936
– – 0.26% 54
2020
Q4 		$301K Hold
6,936
– – 0.23% 56
2020
Q3 		$237K Buy
6,936
+6,912
+28,800% +$238K 0.2% 66
2020
Q2 		$226 Sell
24
-9,327
-100% -$284K 0.2% 68
2020
Q1 		$247K Sell
9,351
-990
-10% -$36.6K 0.26% 59
2019
Q4 		$435K Hold
10,341
– – 0.38% 39
2019
Q3 		$408K Sell
10,341
-1,800
-15% -$70.5K 0.39% 35
2019
Q2 		$459K Sell
12,141
-508
-4% -$20.2K 0.47% 33
2019
Q1 		$519K Sell
12,649
-437
-3% -$16.9K 0.54% 29
2018
Q4 		$504K Buy
+13,086
New +$492K 0.56% 28

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Financial Insights's EZM Position: Q1 2026 in Review

Financial Insights held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 3,563 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #119.

Financial Insights first reported a position in EZM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.63M in Q2 2021. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Financial Insights held 3,563 shares of WisdomTree US MidCap Fund worth $240K as of Q1 2026.
  • Financial Insights left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.08% of Financial Insights's portfolio in Q1 2026, its #119 holding.
  • Financial Insights first reported a position in WisdomTree US MidCap Fund in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's WisdomTree US MidCap Fund position peaked at $3.63M in Q2 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.