Focus Partners Advisor Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Focus Partners Advisor Solutions’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	$207K	Buy	+2,735	New	+$198K	﹤0.01%	1159

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Focus Partners Advisor Solutions's EZM Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 2,735 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Focus Partners Advisor Solutions held 2,735 shares of WisdomTree US MidCap Fund worth $207K as of Q2 2026.
WisdomTree US MidCap Fund was a new Focus Partners Advisor Solutions position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1159 holding.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.