Oakworth Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Oakworth Capital’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	$42K	Hold	554	–	–	﹤0.01%	488
2026 Q1	$37.2K	Hold	554	–	–	﹤0.01%	490
2025 Q4	$37K	Hold	554	–	–	﹤0.01%	476
2025 Q3	$36.5K	Hold	554	–	–	﹤0.01%	480
2025 Q2	$34.2K	Hold	554	–	–	﹤0.01%	388
2025 Q1	$33K	Hold	554	–	–	﹤0.01%	409
2024 Q4	$34.6K	Hold	554	–	–	﹤0.01%	401
2024 Q3	$34.5K	Hold	554	–	–	﹤0.01%	403
2024 Q2	$32K	Hold	554	–	–	﹤0.01%	396
2024 Q1	$33.8K	Hold	554	–	–	﹤0.01%	365
2023 Q4	$31.8K	Hold	554	–	–	﹤0.01%	371
2023 Q3	$28.1K	Hold	554	–	–	﹤0.01%	359
2023 Q2	$29.3K	Hold	554	–	–	﹤0.01%	360
2023 Q1	$27.6K	Hold	554	–	–	﹤0.01%	353
2022 Q4	$26.9K	Hold	554	–	–	﹤0.01%	339
2022 Q3	$24K	Hold	554	–	–	﹤0.01%	368
2022 Q2	$25K	Hold	554	–	–	﹤0.01%	366
2022 Q1	$30K	Hold	554	–	–	﹤0.01%	350
2021 Q4	$31K	Buy	+554	New	+$30.5K	﹤0.01%	376

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

Oakworth Capital's EZM Position: Q2 2026 in Review

Oakworth Capital held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 554 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Oakworth Capital first reported a position in EZM in Q4 2021 and has held it in 19 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Oakworth Capital held 554 shares of WisdomTree US MidCap Fund worth $42K as of Q2 2026.
Oakworth Capital left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #488 holding.
Oakworth Capital first reported a position in WisdomTree US MidCap Fund in Q4 2021 and has held it in 19 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.