Northwestern Mutual Wealth Management
EZM icon

Northwestern Mutual Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Northwestern Mutual Wealth Management’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 		$808K Buy
10,667
+202
+2% +$14.6K ﹤0.01% 1493
2026
Q1 		$703K Sell
10,465
-80
-0.8% -$5.53K ﹤0.01% 1453
2025
Q4 		$704K Buy
10,545
+196
+2% +$12.9K ﹤0.01% 1411
2025
Q3 		$682K Buy
10,349
+729
+8% +$47.1K ﹤0.01% 1363
2025
Q2 		$594K Sell
9,620
-141
-1% -$8.3K ﹤0.01% 1333
2025
Q1 		$582K Buy
9,761
+261
+3% +$16.3K ﹤0.01% 1283
2024
Q4 		$594K Sell
9,500
-879
-8% -$56.3K ﹤0.01% 1269
2024
Q3 		$647K Sell
10,379
-22
-0.2% -$1.32K ﹤0.01% 1222
2024
Q2 		$601K Buy
10,401
+709
+7% +$41.5K ﹤0.01% 1192
2024
Q1 		$591K Sell
9,692
-214
-2% -$12.3K ﹤0.01% 1188
2023
Q4 		$568K Buy
9,906
+5
+0.1% +$258 ﹤0.01% 1154
2023
Q3 		$502K Sell
9,901
-977
-9% -$52K ﹤0.01% 1155
2023
Q2 		$576K Buy
10,878
+25
+0.2% +$1.24K ﹤0.01% 1108
2023
Q1 		$540K Buy
10,853
+918
+9% +$47.4K ﹤0.01% 1097
2022
Q4 		$483K Buy
9,935
+1,576
+19% +$76.8K ﹤0.01% 1108
2022
Q3 		$367K Buy
8,359
+137
+2% +$6.67K ﹤0.01% 1181
2022
Q2 		$378K Sell
8,222
-497
-6% -$25.2K ﹤0.01% 1164
2022
Q1 		$476K Buy
8,719
+116
+1% +$6.29K ﹤0.01% 1097
2021
Q4 		$485K Buy
8,603
+4
+0% +$220 ﹤0.01% 1090
2021
Q3 		$448K Buy
8,599
+267
+3% +$14.1K ﹤0.01% 1036
2021
Q2 		$436K Buy
8,332
+513
+7% +$27.2K ﹤0.01% 1034
2021
Q1 		$398K Sell
7,819
-1,507
-16% -$72.3K ﹤0.01% 1003
2020
Q4 		$405K Buy
9,326
+1,224
+15% +$48.6K ﹤0.01% 901
2020
Q3 		$277K Sell
8,102
-7,820
-49% -$269K ﹤0.01% 926
2020
Q2 		$519K Sell
15,922
-10,131
-39% -$309K ﹤0.01% 707
2020
Q1 		$688K Sell
26,053
-25,968
-50% -$961K ﹤0.01% 558
2019
Q4 		$2.19M Sell
52,021
-3,197
-6% -$130K 0.01% 381
2019
Q3 		$2.18M Buy
55,218
+1,466
+3% +$57.4K 0.01% 361
2019
Q2 		$2.15M Buy
53,752
+3,010
+6% +$119K 0.01% 360
2019
Q1 		$2M Buy
50,742
+4,273
+9% +$165K 0.01% 364
2018
Q4 		$1.59M Buy
46,469
+40,254
+648% +$1.51M 0.01% 373
2018
Q3 		$257K Buy
6,215
+930
+18% +$38.6K ﹤0.01% 744
2018
Q2 		$212K Hold
5,285
– – ﹤0.01% 756
2018
Q1 		$204K Hold
5,285
– – ﹤0.01% 733
2017
Q4 		$210K Hold
5,285
– – ﹤0.01% 715
2017
Q3 		$197K Sell
5,285
-2,364
-31% -$85.1K ﹤0.01% 686
2017
Q2 		$274K Buy
7,649
+1,085
+17% +$38.5K ﹤0.01% 607
2017
Q1 		$232K Sell
6,564
-297
-4% -$10.4K ﹤0.01% 618
2016
Q4 		$235K Sell
6,861
-327
-5% -$10.7K ﹤0.01% 610
2016
Q3 		$229K Buy
7,188
+2,838
+65% +$89.8K ﹤0.01% 584
2016
Q2 		$132K Buy
4,350
+3,150
+263% +$95.5K ﹤0.01% 657
2016
Q1 		$36K Hold
1,200
– – ﹤0.01% 997
2015
Q4 		$35K Hold
1,200
– – ﹤0.01% 863
2015
Q3 		$34K Hold
1,200
– – ﹤0.01% 788
2015
Q2 		$38K Buy
+1,200
New +$38.7K ﹤0.01% 728
2014
Q3 		– Sell
-207
Closed -$6K – 1359
2014
Q2 		$6K Buy
+207
New +$6.14K ﹤0.01% 982

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's EZM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree US MidCap Fund (EZM) stake by 1.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 10,667 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Northwestern Mutual Wealth Management first reported a position in EZM in Q2 2014 and has held it in 46 quarters since. The position peaked at $2.19M in Q4 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 10,667 shares of WisdomTree US MidCap Fund worth $808K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 202 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $14.6K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1493 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2014 and has held it in 46 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree US MidCap Fund position peaked at $2.19M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.