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Golden State Equity Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Golden State Equity Partners’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 		$549K Buy
8,170
+2,105
+35% +$146K 0.04% 428
2025
Q4 		$405K Buy
+6,065
New +$401K 0.07% 330

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

Golden State Equity Partners's EZM Position: Q1 2026 in Review

Golden State Equity Partners increased its WisdomTree US MidCap Fund (EZM) stake by 35% in Q1 2026, buying an estimated $146K and bringing the position to 8,170 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #428.

Golden State Equity Partners first reported a position in EZM in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Golden State Equity Partners held 8,170 shares of WisdomTree US MidCap Fund worth $549K as of Q1 2026.
  • Golden State Equity Partners bought 2,105 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $146K.
  • WisdomTree US MidCap Fund made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #428 holding.
  • Golden State Equity Partners first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.