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Sylvest Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Sylvest Advisors’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 		$3.82M Buy
56,894
+7,863
+16% +$544K 2.03% 13
2025
Q4 		$3.28M Buy
49,031
+4,858
+11% +$321K 1.75% 13
2025
Q3 		$2.91M Buy
44,173
+5,648
+15% +$365K 1.56% 13
2025
Q2 		$2.38M Buy
38,525
+3,081
+9% +$181K 1.37% 13
2025
Q1 		$2.11M Buy
+35,444
New +$2.21M 1.32% 13

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

Sylvest Advisors's EZM Position: Q1 2026 in Review

Sylvest Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 16% in Q1 2026, buying an estimated $544K and bringing the position to 56,894 shares worth $3.82M. The position accounts for 2.03% of the portfolio, ranked #13.

Sylvest Advisors first reported a position in EZM in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Sylvest Advisors held 56,894 shares of WisdomTree US MidCap Fund worth $3.82M as of Q1 2026.
  • Sylvest Advisors bought 7,863 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $544K.
  • WisdomTree US MidCap Fund made up 2.03% of Sylvest Advisors's portfolio in Q1 2026, its #13 holding.
  • Sylvest Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.