Mercer Global Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Mercer Global Advisors’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	$478K	Sell	6,313 -3,076	-33%	-$223K	﹤0.01%	2335
2026 Q1	$631K	Sell	9,389 -4,004	-30%	-$277K	﹤0.01%	1829
2025 Q4	$895K	Buy	13,393 +8,672	+184%	+$573K	﹤0.01%	1513
2025 Q3	$311K	Buy	+4,721	New	+$305K	﹤0.01%	2066
2024 Q4	–	Sell	-20,849	Closed	-$1.29M	–	2158
2024 Q3	$1.29M	Sell	20,849 -2,848	-12%	-$171K	﹤0.01%	918
2024 Q2	$1.37M	Sell	23,697 -1,291	-5%	-$75.5K	﹤0.01%	837
2024 Q1	$1.52M	Sell	24,988 -54,789	-69%	-$3.15M	﹤0.01%	808
2023 Q4	$4.58M	Sell	79,777 -7,981	-9%	-$413K	0.01%	492
2023 Q3	$4.45M	Buy	87,758 +36,188	+70%	+$1.93M	0.02%	462
2023 Q2	$2.73M	Sell	51,570 -33,357	-39%	-$1.66M	0.01%	627
2023 Q1	$4.22M	Sell	84,927 -4,970	-6%	-$256K	0.02%	465
2022 Q4	$4.37M	Buy	+89,897	New	+$4.38M	0.02%	468
2022 Q3	–	Sell	-4,818	Closed	-$221K	–	1858
2022 Q2	$221K	Buy	+4,818	New	+$244K	﹤0.01%	1587

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

Mercer Global Advisors's EZM Position: Q2 2026 in Review

Mercer Global Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 33% in Q2 2026, selling an estimated $223K and leaving 6,313 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Mercer Global Advisors first reported a position in EZM in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.58M in Q4 2023. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Mercer Global Advisors held 6,313 shares of WisdomTree US MidCap Fund worth $478K as of Q2 2026.
Mercer Global Advisors sold 3,076 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $223K.
WisdomTree US MidCap Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2335 holding.
Mercer Global Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2022 and has held it in 13 quarters since.
Mercer Global Advisors's WisdomTree US MidCap Fund position peaked at $4.58M in Q4 2023.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.