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 Q2	$899K	Hold	11,866	–	–	0.24%	30
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

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

Sensible Money's EZM Position: Q2 2026 in Review

Sensible Money held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 11,866 shares worth $899K. The position accounts for 0.24% of the portfolio, ranked #30.

Sensible Money first reported a position in EZM in Q4 2022 and has held it in 15 quarters since. The position peaked at $944K in Q1 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Sensible Money held 11,866 shares of WisdomTree US MidCap Fund worth $899K as of Q2 2026.
Sensible Money left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.24% of Sensible Money's portfolio in Q2 2026, its #30 holding.
Sensible Money first reported a position in WisdomTree US MidCap Fund in Q4 2022 and has held it in 15 quarters since.
Sensible Money's WisdomTree US MidCap Fund position peaked at $944K in Q1 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.