Janney Montgomery Scott
EZM icon

Janney Montgomery Scott’s WisdomTree US MidCap Fund EZM Stock Holding History

Janney Montgomery Scott’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 		$1.43M Sell
21,292
-5,865
-22% -$406K ﹤0.01% 1452
2025
Q4 		$1.81M Sell
27,157
-3,264
-11% -$216K ﹤0.01% 1385
2025
Q3 		$2M Sell
30,421
-40,105
-57% -$2.59M ﹤0.01% 1312
2025
Q2 		$4.36M Buy
70,526
+6,475
+10% +$381K 0.01% 864
2025
Q1 		$3.82M Buy
64,051
+12,981
+25% +$811K 0.01% 889
2024
Q4 		$3.19M Buy
51,070
+2,202
+5% +$141K 0.01% 956
2024
Q3 		$3.05M Buy
+48,868
New +$2.93M 0.01% 947
2024
Q2 		– Sell
-47,225
Closed -$2.88M – 2677
2024
Q1 		$2.88M Buy
47,225
+6,493
+16% +$373K 0.01% 995
2023
Q4 		$2.34M Buy
40,732
+13,906
+52% +$719K 0.01% 1038
2023
Q3 		$1.36M Buy
26,826
+10,586
+65% +$564K 0.01% 1177
2023
Q2 		$860K Buy
16,240
+5,839
+56% +$290K ﹤0.01% 1508
2023
Q1 		$517K Buy
+10,401
New +$537K ﹤0.01% 1707
2022
Q1 		– Sell
-3,594
Closed -$202K – 2291
2021
Q4 		$202K Buy
+3,594
New +$198K ﹤0.01% 2234
2020
Q1 		– Sell
-5,395
Closed -$227K – 1948
2019
Q4 		$227K Buy
5,395
+43
+0.8% +$1.75K ﹤0.01% 1855
2019
Q3 		$211K Sell
5,352
-91
-2% -$3.56K ﹤0.01% 1870
2019
Q2 		$218K Sell
5,443
-12
-0.2% -$476 ﹤0.01% 1857
2019
Q1 		$215K Buy
+5,455
New +$211K ﹤0.01% 1831
2018
Q4 		– Sell
-5,469
Closed -$226K – 1973
2018
Q3 		$226K Buy
5,469
+89
+2% +$3.7K ﹤0.01% 1863
2018
Q2 		$216K Sell
5,380
-830
-13% -$32.9K ﹤0.01% 1821
2018
Q1 		$240K Sell
6,210
-1,263
-17% -$50.2K ﹤0.01% 1719
2017
Q4 		$297K Buy
+7,473
New +$287K ﹤0.01% 1589

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

Janney Montgomery Scott's EZM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its WisdomTree US MidCap Fund (EZM) stake by 22% in Q1 2026, selling an estimated $406K and leaving 21,292 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Janney Montgomery Scott first reported a position in EZM in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.36M in Q2 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Janney Montgomery Scott held 21,292 shares of WisdomTree US MidCap Fund worth $1.43M as of Q1 2026.
  • Janney Montgomery Scott sold 5,865 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $406K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1452 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 21 quarters since.
  • Janney Montgomery Scott's WisdomTree US MidCap Fund position peaked at $4.36M in Q2 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.