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

Quaker 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	$33.3K	Sell	440 -10	-2%	-$725	0.01%	198
2026 Q1	$30.2K	Sell	450 -7	-2%	-$484	0.01%	216
2025 Q4	$30.5K	Hold	457	–	–	0.01%	218
2025 Q3	$30.1K	Hold	457	–	–	0.01%	209
2025 Q2	$28.2K	Buy	+457	New	+$26.9K	0.01%	220
2020 Q1	–	Sell	-18,413	Closed	-$775K	–	44
2019 Q4	$775K	Buy	+18,413	New	+$749K	0.46%	29

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

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

Quaker Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 2.2% in Q2 2026, selling an estimated $725 and leaving 440 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Quaker Wealth Management first reported a position in EZM in Q4 2019 and has held it in 6 quarters since. The position peaked at $775K in Q4 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Quaker Wealth Management held 440 shares of WisdomTree US MidCap Fund worth $33.3K as of Q2 2026.
Quaker Wealth Management sold 10 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $725.
WisdomTree US MidCap Fund made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #198 holding.
Quaker Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 6 quarters since.
Quaker Wealth Management's WisdomTree US MidCap Fund position peaked at $775K in Q4 2019.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.