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 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 $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

S.A. Mason's EZM Position: Q2 2026 in Review

S.A. Mason held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 6,079 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #139.

S.A. Mason first reported a position in EZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $567K in Q4 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

S.A. Mason held 6,079 shares of WisdomTree US MidCap Fund worth $461K as of Q2 2026.
S.A. Mason left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.14% of S.A. Mason's portfolio in Q2 2026, its #139 holding.
S.A. Mason first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's WisdomTree US MidCap Fund position peaked at $567K in Q4 2021.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.