Mather Group
EZM icon

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
Q3 		$1.45M Buy
20,243
+74
+0.4% +$5.58K 0.01% 309
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Mather Group's EZM Position: Q3 2026 in Review

Mather Group increased its WisdomTree US MidCap Fund (EZM) stake by 0.37% in Q3 2026, buying an estimated $5.58K and bringing the position to 20,243 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #309.

Mather Group first reported a position in EZM in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.21M in Q2 2022. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Mather Group held 20,243 shares of WisdomTree US MidCap Fund worth $1.45M as of Q3 2026.
  • Mather Group bought 74 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $5.58K.
  • WisdomTree US MidCap Fund made up 0.01% of Mather Group's portfolio in Q3 2026, its #309 holding.
  • Mather Group first reported a position in WisdomTree US MidCap Fund in Q1 2022 and has held it in 19 quarters since.
  • Mather Group's WisdomTree US MidCap Fund position peaked at $3.21M in Q2 2022.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.