S.A. Mason’s WisdomTree US MidCap Fund EZM Stock Holding History

S.A. Mason’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 Q3	$436K	Hold	6,079	–	–	0.13%	148
2026 Q2	$461K	Hold	6,079	–	–	0.14%	139
2026 Q1	$409K	Hold	6,079	–	–	0.15%	136
2025 Q4	$406K	Hold	6,079	–	–	0.16%	126
2025 Q3	$401K	Hold	6,079	–	–	0.18%	123
2025 Q2	$376K	Hold	6,079	–	–	0.18%	123
2025 Q1	$362K	Hold	6,079	–	–	0.19%	119
2024 Q4	$380K	Sell	6,079 -1,000	-14%	-$64.1K	0.2%	118
2024 Q3	$441K	Hold	7,079	–	–	0.23%	103
2024 Q2	$409K	Hold	7,079	–	–	0.23%	98
2024 Q1	$432K	Sell	7,079 -1,000	-12%	-$57.4K	0.26%	98
2023 Q4	$464K	Hold	8,079	–	–	0.31%	88
2023 Q3	$410K	Hold	8,079	–	–	0.3%	89
2023 Q2	$402K	Hold	8,079	–	–	0.29%	95
2023 Q1	$402K	Hold	8,079	–	–	0.29%	95
2022 Q4	$393K	Sell	8,079 -2,000	-20%	-$97.4K	0.3%	93
2022 Q3	$443K	Hold	10,079	–	–	0.35%	80
2022 Q2	$463K	Hold	10,079	–	–	0.34%	85
2022 Q1	$551K	Hold	10,079	–	–	0.34%	82
2021 Q4	$567K	Hold	10,079	–	–	0.34%	82
2021 Q3	$524K	Hold	10,079	–	–	0.35%	86
2021 Q2	$528K	Hold	10,079	–	–	0.36%	79
2021 Q1	$513K	Hold	10,079	–	–	0.38%	73
2020 Q4	$438K	Hold	10,079	–	–	0.36%	74
2020 Q3	$345K	Hold	10,079	–	–	0.33%	85
2020 Q2	$328K	Hold	10,079	–	–	0.35%	82
2020 Q1	$266K	Hold	10,079	–	–	0.32%	87
2019 Q4	$424K	Buy	+10,079	New	+$410K	0.4%	77

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

S.A. Mason's EZM Position: Q3 2026 in Review

S.A. Mason held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 6,079 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #148.

S.A. Mason first reported a position in EZM in Q4 2019 and has held it in 28 quarters since. The position peaked at $567K in Q4 2021. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

S.A. Mason held 6,079 shares of WisdomTree US MidCap Fund worth $436K as of Q3 2026.
S.A. Mason left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Fund made up 0.13% of S.A. Mason's portfolio in Q3 2026, its #148 holding.
S.A. Mason first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's WisdomTree US MidCap Fund position peaked at $567K in Q4 2021.
17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.