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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US MidCap Fund EZM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$11.6K Hold
153
– – ﹤0.01% 627
2026
Q1 		$10.3K Hold
153
– – ﹤0.01% 635
2025
Q4 		$10.2K Hold
153
– – ﹤0.01% 657
2025
Q3 		$10.1K Buy
+153
New +$9.88K ﹤0.01% 777

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Bank of America
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EZM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 153 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Johnson Financial Group Inc (Wisconsin) first reported a position in EZM in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 153 shares of WisdomTree US MidCap Fund worth $11.6K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #627 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US MidCap Fund in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.