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Freedom Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Freedom Investment 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
Q1 		$19.8M Sell
294,048
-7,471
-2% -$517K 5.87% 5
2025
Q4 		$20.1M Sell
301,519
-11,028
-4% -$728K 5.86% 5
2025
Q3 		$20.6M Sell
312,547
-13,447
-4% -$869K 5.45% 5
2025
Q2 		$20.1M Buy
325,994
+13,879
+4% +$817K 1.61% 8
2025
Q1 		$18.6M Buy
312,115
+563
+0.2% +$35.2K 1.56% 9
2024
Q4 		$19.5M Sell
311,552
-17,982
-5% -$1.15M 1.62% 8
2024
Q3 		$20.5M Sell
329,534
-11,496
-3% -$689K 1.64% 8
2024
Q2 		$19.7M Buy
341,030
+3,542
+1% +$207K 1.61% 9
2024
Q1 		$20.6M Sell
337,488
-25,008
-7% -$1.44M 1.65% 8
2023
Q4 		$20.8M Buy
+362,496
New +$18.7M 1.7% 8
2018
Q1 		– Sell
-14,657
Closed -$582K – 1147
2017
Q4 		$582K Sell
14,657
-1,803
-11% -$69.2K 0.03% 564
2017
Q3 		$613K Buy
16,460
+1,164
+8% +$41.9K 0.03% 509
2017
Q2 		$548K Sell
15,296
-836
-5% -$29.6K 0.03% 529
2017
Q1 		$569K Buy
16,132
+454
+3% +$15.9K 0.03% 504
2016
Q4 		$537K Sell
15,678
-375
-2% -$12.3K 0.03% 460
2016
Q3 		$512K Sell
16,053
-1,947
-11% -$61.6K 0.03% 441
2016
Q2 		$548K Buy
18,000
+2,712
+18% +$82.2K 0.04% 389
2016
Q1 		$459K Sell
15,288
-1,224
-7% -$34K 0.03% 429
2015
Q4 		$480K Sell
16,512
-21,891
-57% -$656K 0.04% 417
2015
Q3 		$214K Buy
38,403
+22,884
+147% +$699K 0.02% 597
2015
Q2 		$492K Buy
15,519
+720
+5% +$23.2K 0.05% 349
2015
Q1 		$476K Sell
14,799
-3,537
-19% -$110K 0.05% 323
2014
Q4 		$566K Sell
18,336
-168
-0.9% -$5.04K 0.07% 252
2014
Q3 		$540K Buy
18,504
+1,410
+8% +$42.6K 0.1% 222
2014
Q2 		$527K Buy
17,094
+12
+0.1% +$356 0.09% 220
2014
Q1 		$506K Buy
17,082
+3,174
+23% +$91.5K 0.11% 187
2013
Q4 		$401K Sell
13,908
-453
-3% -$12.5K 0.1% 203
2013
Q3 		$377K Buy
14,361
+129
+0.9% +$3.3K 0.11% 165
2013
Q2 		$341K Buy
+14,232
New +$338K 0.12% 157

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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Freedom Investment Management's EZM Position: Q1 2026 in Review

Freedom Investment Management reduced its WisdomTree US MidCap Fund (EZM) stake by 2.5% in Q1 2026, selling an estimated $517K and leaving 294,048 shares worth $19.8M. The position accounts for 5.87% of the portfolio, ranked #5.

Freedom Investment Management first reported a position in EZM in Q2 2013 and has held it in 29 quarters since. The position peaked at $20.8M in Q4 2023. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Freedom Investment Management held 294,048 shares of WisdomTree US MidCap Fund worth $19.8M as of Q1 2026.
  • Freedom Investment Management sold 7,471 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $517K.
  • WisdomTree US MidCap Fund made up 5.87% of Freedom Investment Management's portfolio in Q1 2026, its #5 holding.
  • Freedom Investment Management first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 29 quarters since.
  • Freedom Investment Management's WisdomTree US MidCap Fund position peaked at $20.8M in Q4 2023.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.