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Summit Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Summit Financial’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 		$1.18M Sell
17,591
-83
-0.5% -$5.74K 0.02% 720
2025
Q4 		$1.18M Sell
17,674
-750
-4% -$49.5K 0.02% 609
2025
Q3 		$1.21M Sell
18,424
-454
-2% -$29.3K 0.02% 590
2025
Q2 		$1.17M Buy
+18,878
New +$1.11M 0.03% 389

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 $83.7B AUM 27.22% 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

Summit Financial's EZM Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree US MidCap Fund (EZM) stake by 0.47% in Q1 2026, selling an estimated $5.74K and leaving 17,591 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #720.

Summit Financial first reported a position in EZM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q3 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Summit Financial held 17,591 shares of WisdomTree US MidCap Fund worth $1.18M as of Q1 2026.
  • Summit Financial sold 83 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $5.74K.
  • WisdomTree US MidCap Fund made up 0.02% of Summit Financial's portfolio in Q1 2026, its #720 holding.
  • Summit Financial first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's WisdomTree US MidCap Fund position peaked at $1.21M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.