Morgan Stanley
EZM icon

Morgan Stanley’s WisdomTree US MidCap Fund EZM Stock Holding History

Morgan Stanley’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
Q1 		$30.9M Buy
459,906
+628
+0.1% +$43.4K ﹤0.01% 2552
2025
Q4 		$30.7M Sell
459,278
-3,401
-0.7% -$225K ﹤0.01% 2545
2025
Q3 		$30.5M Buy
462,679
+3,946
+0.9% +$255K ﹤0.01% 2471
2025
Q2 		$28.3M Buy
458,733
+4,763
+1% +$280K ﹤0.01% 2465
2025
Q1 		$27.1M Sell
453,970
-47,923
-10% -$2.99M ﹤0.01% 2384
2024
Q4 		$31.4M Buy
501,893
+26,150
+5% +$1.68M ﹤0.01% 2290
2024
Q3 		$29.7M Buy
475,743
+17,040
+4% +$1.02M ﹤0.01% 2392
2024
Q2 		$26.5M Buy
458,703
+4,765
+1% +$279K ﹤0.01% 2367
2024
Q1 		$27.7M Sell
453,938
-502,218
-53% -$28.8M ﹤0.01% 2337
2023
Q4 		$54.9M Buy
956,156
+478,516
+100% +$24.7M ﹤0.01% 2341
2023
Q3 		$24.2M Sell
477,640
-7,359
-2% -$392K ﹤0.01% 2251
2023
Q2 		$25.7M Sell
484,999
-70,277
-13% -$3.49M ﹤0.01% 2212
2023
Q1 		$27.6M Buy
555,276
+80,078
+17% +$4.13M ﹤0.01% 2091
2022
Q4 		$23.1M Buy
475,198
+1,075
+0.2% +$52.4K ﹤0.01% 2199
2022
Q3 		$20.9M Sell
474,123
-122,033
-20% -$5.94M ﹤0.01% 2143
2022
Q2 		$27.4M Sell
596,156
-71,193
-11% -$3.61M ﹤0.01% 1939
2022
Q1 		$36.5M Buy
667,349
+21,311
+3% +$1.16M ﹤0.01% 1529
2021
Q4 		$36.4M Sell
646,038
-1,892
-0.3% -$104K ﹤0.01% 1590
2021
Q3 		$33.7M Buy
647,930
+8,482
+1% +$446K ﹤0.01% 1593
2021
Q2 		$33.5M Buy
639,448
+12,725
+2% +$674K ﹤0.01% 1636
2021
Q1 		$31.9M Buy
626,723
+12,445
+2% +$597K ﹤0.01% 1520
2020
Q4 		$26.7M Sell
614,278
-1,150
-0.2% -$45.7K ﹤0.01% 1558
2020
Q3 		$21M Sell
615,428
-201,707
-25% -$6.94M ﹤0.01% 1452
2020
Q2 		$26.6M Sell
817,135
-623,445
-43% -$19M 0.01% 1207
2020
Q1 		$38.1M Sell
1,440,580
-417,634
-22% -$15.5M 0.01% 876
2019
Q4 		$78.2M Sell
1,858,214
-128,465
-6% -$5.23M 0.02% 710
2019
Q3 		$78.4M Sell
1,986,679
-25,481
-1% -$998K 0.02% 651
2019
Q2 		$80.5M Sell
2,012,160
-116,539
-5% -$4.62M 0.02% 637
2019
Q1 		$83.7M Sell
2,128,699
-8,587
-0.4% -$332K 0.02% 603
2018
Q4 		$73.3M Sell
2,137,286
-135,873
-6% -$5.11M 0.02% 654
2018
Q3 		$94M Buy
2,273,159
+1,660
+0.1% +$68.9K 0.02% 628
2018
Q2 		$91.2M Buy
2,271,499
+24,628
+1% +$977K 0.02% 613
2018
Q1 		$86.9M Sell
2,246,871
-113,363
-5% -$4.5M 0.02% 650
2017
Q4 		$93.7M Buy
2,360,234
+315,616
+15% +$12.1M 0.03% 620
2017
Q3 		$76.1M Buy
2,044,618
+62,387
+3% +$2.24M 0.02% 688
2017
Q2 		$71M Buy
1,982,231
+122,120
+7% +$4.33M 0.02% 725
2017
Q1 		$65.6M Buy
1,860,111
+44,697
+2% +$1.57M 0.02% 762
2016
Q4 		$62.1M Sell
1,815,414
-22,005
-1% -$722K 0.02% 755
2016
Q3 		$58.6M Sell
1,837,419
-11,088
-0.6% -$351K 0.02% 761
2016
Q2 		$56.3M Buy
1,848,507
+19,320
+1% +$586K 0.02% 737
2016
Q1 		$54.9M Buy
1,829,187
+35,652
+2% +$991K 0.02% 710
2015
Q4 		$52.1M Sell
1,793,535
-268,938
-13% -$8.06M 0.02% 763
2015
Q3 		$59.1M Sell
2,062,473
-62,616
-3% -$1.91M 0.02% 707
2015
Q2 		$67.3M Buy
2,125,089
+85,128
+4% +$2.74M 0.02% 709
2015
Q1 		$65.6M Buy
2,039,961
+563,715
+38% +$17.6M 0.02% 693
2014
Q4 		$45.6M Buy
1,476,246
+447,879
+44% +$13.4M 0.02% 915
2014
Q3 		$30M Buy
1,028,367
+330,228
+47% +$9.99M 0.01% 1130
2014
Q2 		$21.5M Buy
698,139
+114,912
+20% +$3.41M 0.01% 1373
2014
Q1 		$17.3M Buy
583,227
+181,152
+45% +$5.22M 0.01% 1499
2013
Q4 		$11.6M Buy
402,075
+122,988
+44% +$3.39M ﹤0.01% 1828
2013
Q3 		$7.33M Buy
279,087
+42,672
+18% +$1.09M ﹤0.01% 2066
2013
Q2 		$5.67M Buy
+236,415
New +$5.61M ﹤0.01% 2208

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley's EZM Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree US MidCap Fund (EZM) stake by 0.14% in Q1 2026, buying an estimated $43.4K and bringing the position to 459,906 shares worth $30.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Morgan Stanley first reported a position in EZM in Q2 2013 and has held it in 52 quarters since. The position peaked at $94M in Q3 2018. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Morgan Stanley held 459,906 shares of WisdomTree US MidCap Fund worth $30.9M as of Q1 2026.
  • Morgan Stanley bought 628 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $43.4K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2552 holding.
  • Morgan Stanley first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree US MidCap Fund position peaked at $94M in Q3 2018.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.