BFC Planning, Inc.’s WisdomTree US MidCap Fund EZM Stock Holding History

BFC Planning, Inc.’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	$61.5K	Buy	+812	New	+$58.8K	﹤0.01%	1453

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

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

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

BFC Planning, Inc.'s EZM Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 812 shares worth $61.5K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

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

BFC Planning, Inc. held 812 shares of WisdomTree US MidCap Fund worth $61.5K as of Q2 2026.
WisdomTree US MidCap Fund was a new BFC Planning, Inc. position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1453 holding.
189 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.