OSAM
EZM icon

O'Shaughnessy Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

O'Shaughnessy Asset 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 		$4.55K Buy
+60
New +$4.35K ﹤0.01% 2490
2024
Q2 		– Sell
-880
Closed -$53.7K – 1980
2024
Q1 		$53.7K Buy
+880
New +$50.5K ﹤0.01% 1658

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

O'Shaughnessy Asset Management's EZM Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 60 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #2490 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in EZM as recently as Q1 2024.

O'Shaughnessy Asset Management first reported a position in EZM in Q1 2024 and has held it in 2 quarters since. The position peaked at $53.7K in Q1 2024. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • O'Shaughnessy Asset Management held 60 shares of WisdomTree US MidCap Fund worth $4.55K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new O'Shaughnessy Asset Management position in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2490 holding.
  • O'Shaughnessy Asset Management first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's WisdomTree US MidCap Fund position peaked at $53.7K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.