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EZM icon

Pacific Sun Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Pacific Sun Financial’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 		$829K Hold
10,945
– – 0.34% 91
2026
Q1 		$736K Buy
10,945
+50
+0.5% +$3.46K 0.36% 84
2025
Q4 		$728K Hold
10,895
– – 0.35% 81
2025
Q3 		$718K Sell
10,895
-60
-0.5% -$3.88K 0.35% 81
2025
Q2 		$677K Hold
10,955
– – 0.35% 80
2025
Q1 		$653K Sell
10,955
-245
-2% -$15.3K 0.37% 81
2024
Q4 		$700K Hold
11,200
– – 0.38% 79
2024
Q3 		$698K Hold
11,200
– – 0.39% 77
2024
Q2 		$647K Sell
11,200
-120
-1% -$7.02K 0.38% 80
2024
Q1 		$691K Hold
11,320
– – 0.4% 76
2023
Q4 		$650K Buy
11,320
+150
+1% +$7.75K 0.41% 74
2023
Q3 		$567K Sell
11,170
-150
-1% -$7.99K 0.39% 84
2023
Q2 		$563K Buy
+11,320
New +$562K 0.38% 84
2022
Q4 		$549K Hold
11,300
– – 0.39% 78
2022
Q3 		$497K Sell
11,300
-80
-0.7% -$3.89K 0.35% 92
2022
Q2 		$523K Hold
11,380
– – 0.34% 92
2022
Q1 		$622K Hold
11,380
– – 0.34% 87
2021
Q4 		$640K Sell
11,380
-250
-2% -$13.7K 0.34% 88
2021
Q3 		$605K Buy
+11,630
New +$612K 0.35% 88
2020
Q3 		$547K Sell
16,006
-150
-0.9% -$5.16K 0.46% 73
2020
Q2 		$526K Hold
16,156
– – 0.47% 72
2020
Q1 		$427K Sell
16,156
-50
-0.3% -$1.85K 0.49% 76
2019
Q4 		$682K Hold
16,206
– – 0.6% 59
2019
Q3 		$639K Buy
16,206
+300
+2% +$11.7K 0.6% 57
2019
Q2 		$636K Buy
+15,906
New +$631K 0.61% 56
2018
Q2 		$629K Hold
15,146
– – 0.65% 54
2018
Q1 		$586K Buy
+15,146
New +$602K 0.77% 46

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

Pacific Sun Financial's EZM Position: Q2 2026 in Review

Pacific Sun Financial held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 10,945 shares worth $829K. The position accounts for 0.34% of the portfolio, ranked #91.

Pacific Sun Financial first reported a position in EZM in Q1 2018 and has held it in 27 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Pacific Sun Financial held 10,945 shares of WisdomTree US MidCap Fund worth $829K as of Q2 2026.
  • Pacific Sun Financial left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.34% of Pacific Sun Financial's portfolio in Q2 2026, its #91 holding.
  • Pacific Sun Financial first reported a position in WisdomTree US MidCap Fund in Q1 2018 and has held it in 27 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.