Midwest Trust’s WisdomTree US MidCap Fund EZM Stock Holding History

Midwest Trust’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	$340K	Sell	4,483 -31	-0.7%	-$2.25K	﹤0.01%	510
2026 Q1	$303K	Hold	4,514	–	–	﹤0.01%	507
2025 Q4	$302K	Buy	4,514 +305	+7%	+$20.1K	﹤0.01%	509
2025 Q3	$277K	Buy	4,209 +165	+4%	+$10.7K	﹤0.01%	524
2025 Q2	$250K	Buy	+4,044	New	+$238K	﹤0.01%	548

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

Midwest Trust's EZM Position: Q2 2026 in Review

Midwest Trust reduced its WisdomTree US MidCap Fund (EZM) stake by 0.69% in Q2 2026, selling an estimated $2.25K and leaving 4,483 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Midwest Trust first reported a position in EZM in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Midwest Trust held 4,483 shares of WisdomTree US MidCap Fund worth $340K as of Q2 2026.
Midwest Trust sold 31 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $2.25K.
WisdomTree US MidCap Fund made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #510 holding.
Midwest Trust first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.