Pathstone Holdings’s WisdomTree US MidCap Fund EZM Stock Holding History

Pathstone Holdings’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	$242K	Buy	+3,198	New	+$232K	﹤0.01%	2156

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

Pathstone Holdings's EZM Position: Q2 2026 in Review

Pathstone Holdings opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 3,198 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings.

187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Pathstone Holdings held 3,198 shares of WisdomTree US MidCap Fund worth $242K as of Q2 2026.
WisdomTree US MidCap Fund was a new Pathstone Holdings position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2156 holding.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.