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Per Stirling Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Per Stirling Capital 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 		$684K Sell
9,021
-589
-6% -$42.7K 0.06% 188
2026
Q1 		$646K Buy
9,610
+2
+0% +$138 0.07% 176
2025
Q4 		$642K Buy
9,608
+2
+0% +$132 0.07% 164
2025
Q3 		$633K Sell
9,606
-131
-1% -$8.46K 0.08% 157
2025
Q2 		$601K Sell
9,737
-232
-2% -$13.7K 0.08% 151
2025
Q1 		$594K Buy
9,969
+2
+0% +$125 0.09% 153
2024
Q4 		$623K Buy
9,967
+2
+0% +$128 0.09% 141
2024
Q3 		$621K Buy
9,965
+2
+0% +$120 0.09% 153
2024
Q2 		$576K Sell
9,963
-599
-6% -$35.1K 0.09% 140
2024
Q1 		$644K Buy
10,562
+2
+0% +$115 0.11% 120
2023
Q4 		$606K Buy
10,560
+2
+0% +$103 0.11% 117
2023
Q3 		$536K Buy
10,558
+2
+0% +$106 0.11% 113
2023
Q2 		$559K Sell
10,556
-98
-0.9% -$4.86K 0.11% 108
2023
Q1 		$530K Sell
10,654
-1,020
-9% -$52.6K 0.11% 107
2022
Q4 		$568K Buy
+11,674
New +$569K 0.1% 116

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

Per Stirling Capital Management's EZM Position: Q2 2026 in Review

Per Stirling Capital Management reduced its WisdomTree US MidCap Fund (EZM) stake by 6.1% in Q2 2026, selling an estimated $42.7K and leaving 9,021 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #188.

Per Stirling Capital Management first reported a position in EZM in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Per Stirling Capital Management held 9,021 shares of WisdomTree US MidCap Fund worth $684K as of Q2 2026.
  • Per Stirling Capital Management sold 589 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $42.7K.
  • WisdomTree US MidCap Fund made up 0.06% of Per Stirling Capital Management's portfolio in Q2 2026, its #188 holding.
  • Per Stirling Capital Management first reported a position in WisdomTree US MidCap Fund in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.