SM
EZM icon

Sensible Money’s WisdomTree US MidCap Fund EZM Stock Holding History

Sensible Money’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
Q1 		$798K Hold
11,866
– – 0.24% 31
2025
Q4 		$793K Hold
11,866
– – 0.25% 30
2025
Q3 		$782K Hold
11,866
– – 0.27% 28
2025
Q2 		$733K Sell
11,866
-180
-1% -$10.6K 0.28% 29
2025
Q1 		$718K Hold
12,046
– – 0.31% 28
2024
Q4 		$753K Hold
12,046
– – 0.33% 28
2024
Q3 		$751K Hold
12,046
– – 0.33% 28
2024
Q2 		$696K Sell
12,046
-3,427
-22% -$201K 0.34% 29
2024
Q1 		$944K Hold
15,473
– – 0.51% 21
2023
Q4 		$888K Hold
15,473
– – 0.53% 22
2023
Q3 		$785K Hold
15,473
– – 0.55% 22
2023
Q2 		$819K Hold
15,473
– – 0.6% 22
2023
Q1 		$770K Hold
15,473
– – 0.66% 21
2022
Q4 		$752K Buy
+15,473
New +$754K 0.8% 22

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Sensible Money's EZM Position: Q1 2026 in Review

Sensible Money held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 11,866 shares worth $798K. The position accounts for 0.24% of the portfolio, ranked #31.

Sensible Money first reported a position in EZM in Q4 2022 and has held it in 14 quarters since. The position peaked at $944K in Q1 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Sensible Money held 11,866 shares of WisdomTree US MidCap Fund worth $798K as of Q1 2026.
  • Sensible Money left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.24% of Sensible Money's portfolio in Q1 2026, its #31 holding.
  • Sensible Money first reported a position in WisdomTree US MidCap Fund in Q4 2022 and has held it in 14 quarters since.
  • Sensible Money's WisdomTree US MidCap Fund position peaked at $944K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.