Savant Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Savant Capital’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	$2.09M	Buy	29,160 +15,242	+110%	+$1.1M	0.01%	598
2026 Q1	$936K	Buy	13,918 +1,918	+16%	+$133K	﹤0.01%	650
2025 Q4	$802K	Hold	12,000	–	–	﹤0.01%	653
2025 Q3	$791K	Hold	12,000	–	–	﹤0.01%	642
2025 Q2	$741K	Hold	12,000	–	–	0.01%	619
2025 Q1	$715K	Sell	12,000 -450	-4%	-$28.1K	0.01%	574
2024 Q4	$778K	Buy	12,450 +450	+4%	+$28.8K	0.01%	741
2024 Q3	$748K	Hold	12,000	–	–	0.01%	739
2024 Q2	$693K	Hold	12,000	–	–	0.01%	694
2024 Q1	$732K	Hold	12,000	–	–	0.01%	633
2023 Q4	$689K	Hold	12,000	–	–	0.01%	497
2023 Q3	$609K	Hold	12,000	–	–	0.01%	484
2023 Q2	$635K	Hold	12,000	–	–	0.01%	465
2023 Q1	$597K	Buy	+12,000	New	+$619K	0.01%	424

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

Savant Capital's EZM Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US MidCap Fund (EZM) stake by 110% in Q2 2026, buying an estimated $1.1M and bringing the position to 29,160 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #598.

Savant Capital first reported a position in EZM in Q1 2023 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Savant Capital held 29,160 shares of WisdomTree US MidCap Fund worth $2.09M as of Q2 2026.
Savant Capital bought 15,242 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.1M.
WisdomTree US MidCap Fund made up 0.01% of Savant Capital's portfolio in Q2 2026, its #598 holding.
Savant Capital first reported a position in WisdomTree US MidCap Fund in Q1 2023 and has held it in 14 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.