Integrated Wealth Concepts’s WisdomTree US MidCap Fund EZM Stock Holding History

Integrated Wealth Concepts’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	$78.3K	Buy	+1,032	New	+$74.8K	﹤0.01%	3005

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

Integrated Wealth Concepts's EZM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 1,032 shares worth $78.3K. The stake represents ﹤0.01% of the portfolio and ranks #3005 among its holdings.

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

Integrated Wealth Concepts held 1,032 shares of WisdomTree US MidCap Fund worth $78.3K as of Q2 2026.
WisdomTree US MidCap Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3005 holding.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.