KAS
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Kestra Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Kestra Advisory Services’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 		$1.65M Buy
24,519
+3,744
+18% +$259K 0.01% 1423
2025
Q4 		$1.39M Buy
20,775
+1,221
+6% +$80.6K 0.01% 1446
2025
Q3 		$1.29M Sell
19,554
-262
-1% -$16.9K 0.01% 1419
2025
Q2 		$1.22M Buy
19,816
+843
+4% +$49.6K 0.01% 1358
2025
Q1 		$1.13M Sell
18,973
-25,882
-58% -$1.62M 0.01% 1323
2024
Q4 		$2.8M Buy
44,855
+6,357
+17% +$407K 0.02% 827
2024
Q3 		$2.4M Sell
38,498
-3,109
-7% -$186K 0.01% 867
2024
Q2 		$2.4M Buy
41,607
+3,006
+8% +$176K 0.01% 872
2024
Q1 		$2.36M Sell
38,601
-301
-0.8% -$17.3K 0.02% 804
2023
Q4 		$2.23M Buy
38,902
+1,950
+5% +$101K 0.02% 746
2023
Q3 		$1.87M Sell
36,952
-32,766
-47% -$1.74M 0.02% 714
2023
Q2 		$3.69M Sell
69,718
-32,936
-32% -$1.63M 0.04% 466
2023
Q1 		$5.11M Buy
102,654
+93,086
+973% +$4.8M 0.06% 347
2022
Q4 		$465K Sell
9,568
-840
-8% -$40.9K ﹤0.01% 1453
2022
Q3 		$458K Buy
10,408
+356
+4% +$17.3K ﹤0.01% 1368
2022
Q2 		$462K Sell
10,052
-68
-0.7% -$3.45K ﹤0.01% 1373
2022
Q1 		$553K Sell
10,120
-616
-6% -$33.4K 0.01% 1235
2021
Q4 		$604K Sell
10,736
-3,399
-24% -$187K 0.01% 1215
2021
Q3 		$735K Buy
14,135
+2,999
+27% +$158K 0.01% 1177
2021
Q2 		$583K Sell
11,136
-1,033
-8% -$54.7K 0.01% 1212
2021
Q1 		$620K Sell
12,169
-701
-5% -$33.6K 0.01% 1093
2020
Q4 		$559K Sell
12,870
-3,173
-20% -$126K 0.01% 1148
2020
Q3 		$548K Buy
+16,043
New +$552K 0.01% 844

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

Kestra Advisory Services's EZM Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree US MidCap Fund (EZM) stake by 18% in Q1 2026, buying an estimated $259K and bringing the position to 24,519 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1423.

Kestra Advisory Services first reported a position in EZM in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.11M in Q1 2023. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Kestra Advisory Services held 24,519 shares of WisdomTree US MidCap Fund worth $1.65M as of Q1 2026.
  • Kestra Advisory Services bought 3,744 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $259K.
  • WisdomTree US MidCap Fund made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1423 holding.
  • Kestra Advisory Services first reported a position in WisdomTree US MidCap Fund in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's WisdomTree US MidCap Fund position peaked at $5.11M in Q1 2023.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.