McKinley Carter Wealth Services’s WisdomTree US MidCap Fund EZM Stock Holding History

McKinley Carter Wealth 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 Q2	$258K	Hold	3,410	–	–	0.01%	294
2026 Q1	$229K	Sell	3,410 -206	-6%	-$14.2K	0.01%	291
2025 Q4	$242K	Sell	3,616 -592	-14%	-$39.1K	0.01%	297
2025 Q3	$277K	Hold	4,208	–	–	0.01%	277
2025 Q2	$260K	Hold	4,208	–	–	0.01%	275
2025 Q1	$251K	Sell	4,208 -156	-4%	-$9.74K	0.02%	272
2024 Q4	$273K	Hold	4,364	–	–	0.02%	254
2024 Q3	$272K	Hold	4,364	–	–	0.02%	267
2024 Q2	$252K	Hold	4,364	–	–	0.02%	278
2024 Q1	$266K	Hold	4,364	–	–	0.02%	270
2023 Q4	$250K	Hold	4,364	–	–	0.02%	271
2023 Q3	$221K	Hold	4,364	–	–	0.02%	280
2023 Q2	$231K	Sell	4,364 -657	-13%	-$32.6K	0.02%	281
2023 Q1	$250K	Sell	5,021 -41	-0.8%	-$2.12K	0.02%	266
2022 Q4	$246K	Sell	5,062 -621	-11%	-$30.3K	0.02%	264
2022 Q3	$250K	Sell	5,683 -252	-4%	-$12.3K	0.02%	248
2022 Q2	$273K	Sell	5,935 -1,098	-16%	-$55.7K	0.02%	254
2022 Q1	$385K	Sell	7,033 -1	-0%	-$54	0.03%	220
2021 Q4	$396K	Sell	7,034 -1,801	-20%	-$99K	0.03%	213
2021 Q3	$460K	Sell	8,835 -107	-1%	-$5.63K	0.04%	194
2021 Q2	$468K	Sell	8,942 -49	-0.5%	-$2.6K	0.04%	193
2021 Q1	$458K	Sell	8,991 -260	-3%	-$12.5K	0.04%	194
2020 Q4	$402K	Buy	+9,251	New	+$367K	0.05%	184

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

McKinley Carter Wealth Services's EZM Position: Q2 2026 in Review

McKinley Carter Wealth Services held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,410 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #294.

McKinley Carter Wealth Services first reported a position in EZM in Q4 2020 and has held it in 23 quarters since. The position peaked at $468K in Q2 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

McKinley Carter Wealth Services held 3,410 shares of WisdomTree US MidCap Fund worth $258K as of Q2 2026.
McKinley Carter Wealth Services left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #294 holding.
McKinley Carter Wealth Services first reported a position in WisdomTree US MidCap Fund in Q4 2020 and has held it in 23 quarters since.
McKinley Carter Wealth Services's WisdomTree US MidCap Fund position peaked at $468K in Q2 2021.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.