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Steward Partners Investment Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History

Steward Partners Investment Advisory’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 		$7.02M Buy
104,497
+131
+0.1% +$9.06K 0.04% 415
2025
Q4 		$6.97M Sell
104,366
-18,183
-15% -$1.2M 0.04% 390
2025
Q3 		$8.08M Buy
122,549
+3,040
+3% +$196K 0.05% 339
2025
Q2 		$7.38M Buy
119,509
+14,677
+14% +$864K 0.06% 322
2025
Q1 		$6.25M Buy
104,832
+2,809
+3% +$175K 0.06% 339
2024
Q4 		$6.38M Buy
102,023
+933
+0.9% +$59.8K 0.06% 327
2024
Q3 		$6.3M Sell
101,090
-743
-0.7% -$44.6K 0.06% 313
2024
Q2 		$5.88M Buy
101,833
+1,205
+1% +$70.5K 0.06% 301
2024
Q1 		$6.14M Buy
100,628
+96,500
+2,338% +$5.54M 0.07% 285
2023
Q4 		$237K Buy
4,128
+200
+5% +$10.3K ﹤0.01% 1316
2023
Q3 		$199K Hold
3,928
– – ﹤0.01% 1287
2023
Q2 		$208K Hold
3,928
– – ﹤0.01% 1274
2023
Q1 		$195K Buy
3,928
+193
+5% +$9.96K ﹤0.01% 1298
2022
Q4 		$182K Buy
3,735
+200
+6% +$9.74K ﹤0.01% 1285
2022
Q3 		$155K Hold
3,535
– – ﹤0.01% 1308
2022
Q2 		$163K Sell
3,535
-700
-17% -$35.5K ﹤0.01% 1284
2022
Q1 		$232K Hold
4,235
– – ﹤0.01% 1237
2021
Q4 		$238K Hold
4,235
– – ﹤0.01% 1239
2021
Q3 		$220K Buy
4,235
+1,200
+40% +$63.1K ﹤0.01% 1233
2021
Q2 		$159K Sell
3,035
-1,905
-39% -$101K ﹤0.01% 1719
2021
Q1 		$252K Buy
4,940
+1,340
+37% +$64.3K ﹤0.01% 1189
2020
Q4 		$156K Hold
3,600
– – ﹤0.01% 1171
2020
Q3 		$123K Hold
3,600
– – ﹤0.01% 1134
2020
Q2 		$117K Buy
3,600
+500
+16% +$15.2K ﹤0.01% 1086
2020
Q1 		$81K Sell
3,100
-4,120
-57% -$152K ﹤0.01% 1073
2019
Q4 		$303K Buy
7,220
+2,095
+41% +$85.3K 0.01% 761
2019
Q3 		$202K Buy
5,125
+3,825
+294% +$150K 0.01% 849
2019
Q2 		$52K Buy
+1,300
New +$51.6K ﹤0.01% 1319
2018
Q4 		– Sell
-8,007
Closed -$331K – 1211
2018
Q3 		$331K Sell
8,007
-714
-8% -$29.6K 0.02% 594
2018
Q2 		$350K Buy
+8,721
New +$346K 0.02% 536

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 $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Steward Partners Investment Advisory's EZM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree US MidCap Fund (EZM) stake by 0.13% in Q1 2026, buying an estimated $9.06K and bringing the position to 104,497 shares worth $7.02M. The position accounts for 0.04% of the portfolio, ranked #415.

Steward Partners Investment Advisory first reported a position in EZM in Q2 2018 and has held it in 30 quarters since. The position peaked at $8.08M in Q3 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Steward Partners Investment Advisory held 104,497 shares of WisdomTree US MidCap Fund worth $7.02M as of Q1 2026.
  • Steward Partners Investment Advisory bought 131 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $9.06K.
  • WisdomTree US MidCap Fund made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #415 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's WisdomTree US MidCap Fund position peaked at $8.08M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.