QWM
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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
2025
Q2 		– Sell
-457
Closed -$27.2K – 1155
2025
Q1 		$27.2K Buy
+457
New +$28.5K 0.01% 210

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

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. 186 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.
  • 186 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.