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Pinnacle Wealth Planning Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$5.71K Hold
85
– – ﹤0.01% 2220
2025
Q4 		$5.68K Buy
+85
New +$5.61K ﹤0.01% 2240

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's EZM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 85 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Pinnacle Wealth Planning Services first reported a position in EZM in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 85 shares of WisdomTree US MidCap Fund worth $5.71K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2220 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.