Mariner’s WisdomTree US MidCap Fund EZM Stock Holding History

Mariner’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	$322K	Sell	4,254 -150	-3%	-$10.9K	﹤0.01%	2792
2026 Q1	$296K	Hold	4,404	–	–	﹤0.01%	2888
2025 Q4	$294K	Hold	4,404	–	–	﹤0.01%	2862
2025 Q3	$290K	Hold	4,404	–	–	﹤0.01%	2841
2025 Q2	$272K	Buy	4,404 +615	+16%	+$36.2K	﹤0.01%	2800
2025 Q1	$226K	Hold	3,789	–	–	﹤0.01%	2898
2024 Q4	$237K	Sell	3,789 -10	-0.3%	-$641	﹤0.01%	2848
2024 Q3	$237K	Hold	3,799	–	–	﹤0.01%	2781
2024 Q2	$220K	Buy	+3,799	New	+$222K	﹤0.01%	2718
2024 Q1	–	Sell	-4,136	Closed	-$237K	–	3163
2023 Q4	$237K	Buy	+4,136	New	+$214K	﹤0.01%	2546
2019 Q3	–	Sell	-5,712	Closed	-$228K	–	799
2019 Q2	$228K	Buy	+5,712	New	+$227K	﹤0.01%	995

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

Mariner's EZM Position: Q2 2026 in Review

Mariner reduced its WisdomTree US MidCap Fund (EZM) stake by 3.4% in Q2 2026, selling an estimated $10.9K and leaving 4,254 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Mariner first reported a position in EZM in Q2 2019 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Mariner held 4,254 shares of WisdomTree US MidCap Fund worth $322K as of Q2 2026.
Mariner sold 150 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $10.9K.
WisdomTree US MidCap Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2792 holding.
Mariner first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.