Stanich Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Stanich Group’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	$301K	Sell	3,973 -70	-2%	-$5.07K	0.19%	39
2026 Q1	$272K	Sell	4,043 -43	-1%	-$2.97K	0.21%	37
2025 Q4	$273K	Sell	4,086 -31	-0.8%	-$2.05K	0.21%	36
2025 Q3	$271K	Sell	4,117 -1	-0%	-$65	0.17%	47
2025 Q2	$262K	Hold	4,118	–	–	0.23%	34
2025 Q1	$245K	Hold	4,118	–	–	0.18%	46
2024 Q4	$257K	Buy	+4,118	New	+$264K	0.19%	47

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

Stanich Group's EZM Position: Q2 2026 in Review

Stanich Group reduced its WisdomTree US MidCap Fund (EZM) stake by 1.7% in Q2 2026, selling an estimated $5.07K and leaving 3,973 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #39.

Stanich Group first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Stanich Group held 3,973 shares of WisdomTree US MidCap Fund worth $301K as of Q2 2026.
Stanich Group sold 70 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $5.07K.
WisdomTree US MidCap Fund made up 0.19% of Stanich Group's portfolio in Q2 2026, its #39 holding.
Stanich Group first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.