PWPS
EZM icon

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
Q2 		$6.44K Hold
85
– – ﹤0.01% 2228
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 $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

Pinnacle Wealth Planning Services's EZM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 85 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Pinnacle Wealth Planning Services first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 85 shares of WisdomTree US MidCap Fund worth $6.44K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2228 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.