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Mather Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Mather Group’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 		$1.53M Sell
20,169
-4,586
-19% -$332K 0.01% 304
2026
Q1 		$1.66M Sell
24,755
-148
-0.6% -$10.2K 0.02% 251
2025
Q4 		$1.66M Sell
24,903
-32
-0.1% -$2.11K 0.02% 221
2025
Q3 		$1.64M Sell
24,935
-368
-1% -$23.8K 0.02% 223
2025
Q2 		$1.56M Sell
25,303
-481
-2% -$28.3K 0.02% 219
2025
Q1 		$1.54M Sell
25,784
-2,440
-9% -$152K 0.02% 201
2024
Q4 		$1.76M Buy
28,224
+3,188
+13% +$204K 0.02% 173
2024
Q3 		$1.56M Sell
25,036
-21,261
-46% -$1.27M 0.02% 192
2024
Q2 		$2.83M Sell
46,297
-1,350
-3% -$79K 0.03% 151
2024
Q1 		$2.73M Sell
47,647
-3,665
-7% -$211K 0.04% 136
2023
Q4 		$2.94M Sell
51,312
-4,955
-9% -$256K 0.05% 134
2023
Q3 		$2.85M Buy
56,267
+1,064
+2% +$56.6K 0.05% 127
2023
Q2 		$2.92M Sell
55,203
-6,323
-10% -$314K 0.05% 139
2023
Q1 		$3.06M Buy
61,526
+3,223
+6% +$166K 0.05% 114
2022
Q4 		$2.83M Buy
58,303
+612
+1% +$29.8K 0.05% 114
2022
Q3 		$2.54M Sell
57,691
-12,239
-18% -$596K 0.05% 119
2022
Q2 		$3.21M Buy
69,930
+49,743
+246% +$2.52M 0.07% 94
2022
Q1 		$1.1M Buy
+20,187
New +$1.1M 0.02% 160

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Mather Group's EZM Position: Q2 2026 in Review

Mather Group reduced its WisdomTree US MidCap Fund (EZM) stake by 19% in Q2 2026, selling an estimated $332K and leaving 20,169 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #304.

Mather Group first reported a position in EZM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.21M in Q2 2022. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Mather Group held 20,169 shares of WisdomTree US MidCap Fund worth $1.53M as of Q2 2026.
  • Mather Group sold 4,586 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $332K.
  • WisdomTree US MidCap Fund made up 0.01% of Mather Group's portfolio in Q2 2026, its #304 holding.
  • Mather Group first reported a position in WisdomTree US MidCap Fund in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's WisdomTree US MidCap Fund position peaked at $3.21M in Q2 2022.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.