Rockefeller Capital Management
EZM icon

Rockefeller Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Rockefeller Capital 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 		$2.59M Buy
34,118
+16,825
+97% +$1.22M ﹤0.01% 1259
2026
Q1 		$1.16M Sell
17,293
-304
-2% -$21K ﹤0.01% 1543
2025
Q4 		$1.18M Buy
17,597
+195
+1% +$12.9K ﹤0.01% 1484
2025
Q3 		$1.15M Buy
17,402
+1,985
+13% +$128K ﹤0.01% 1361
2025
Q2 		$952K Sell
15,417
-800
-5% -$47.1K ﹤0.01% 1344
2025
Q1 		$967K Buy
16,217
+84
+0.5% +$5.25K ﹤0.01% 1277
2024
Q4 		$1.01M Sell
16,133
-1,623
-9% -$104K ﹤0.01% 1245
2024
Q3 		$1.11M Buy
17,756
+1,115
+7% +$66.9K ﹤0.01% 1203
2024
Q2 		$962K Buy
+16,641
New +$974K ﹤0.01% 1218
2023
Q1 		– Sell
-540
Closed -$26K – 2588
2022
Q4 		$26K Hold
540
– – ﹤0.01% 2693
2022
Q3 		$23K Sell
540
-90
-14% -$4.38K ﹤0.01% 2709
2022
Q2 		$28K Buy
630
+290
+85% +$14.7K ﹤0.01% 2548
2022
Q1 		$18K Buy
340
+300
+750% +$16.3K ﹤0.01% 2759
2021
Q4 		$2K Hold
40
– – ﹤0.01% 3530
2021
Q3 		$2K Hold
40
– – ﹤0.01% 3428
2021
Q2 		$2K Hold
40
– – ﹤0.01% 3241
2021
Q1 		$2K Hold
40
– – ﹤0.01% 3100
2020
Q4 		$1K Buy
+40
New +$1.59K ﹤0.01% 2716

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

Rockefeller Capital Management's EZM Position: Q2 2026 in Review

Rockefeller Capital Management increased its WisdomTree US MidCap Fund (EZM) stake by 97% in Q2 2026, buying an estimated $1.22M and bringing the position to 34,118 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Rockefeller Capital Management first reported a position in EZM in Q4 2020 and has held it in 18 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Rockefeller Capital Management held 34,118 shares of WisdomTree US MidCap Fund worth $2.59M as of Q2 2026.
  • Rockefeller Capital Management bought 16,825 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.22M.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1259 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree US MidCap Fund in Q4 2020 and has held it in 18 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.