Provident Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Provident Wealth 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	$7.72M	Buy	101,898 +2,307	+2%	+$167K	1.99%	13
2026 Q1	$6.69M	Buy	99,591 +1,142	+1%	+$79K	2.03%	12
2025 Q4	$6.58M	Buy	98,449 +3,777	+4%	+$249K	1.95%	12
2025 Q3	$6.24M	Buy	94,672 +2,080	+2%	+$134K	1.89%	12
2025 Q2	$5.72M	Buy	92,592 +1,135	+1%	+$66.8K	1.87%	12
2025 Q1	$5.45M	Buy	+91,457	New	+$5.71M	1.88%	12

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

Provident Wealth Management's EZM Position: Q2 2026 in Review

Provident Wealth Management increased its WisdomTree US MidCap Fund (EZM) stake by 2.3% in Q2 2026, buying an estimated $167K and bringing the position to 101,898 shares worth $7.72M. The position accounts for 1.99% of the portfolio, ranked #13.

Provident Wealth Management first reported a position in EZM in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Provident Wealth Management held 101,898 shares of WisdomTree US MidCap Fund worth $7.72M as of Q2 2026.
Provident Wealth Management bought 2,307 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $167K.
WisdomTree US MidCap Fund made up 1.99% of Provident Wealth Management's portfolio in Q2 2026, its #13 holding.
Provident Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2025 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.