Truist Financial
EZM icon

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

Truist 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
Q2 		$35M Buy
461,410
+22,485
+5% +$1.63M 0.04% 319
2026
Q1 		$29.5M Buy
438,925
+63,990
+17% +$4.42M 0.04% 330
2025
Q4 		$25M Sell
374,935
-15,616
-4% -$1.03M 0.03% 364
2025
Q3 		$25.7M Sell
390,551
-26,208
-6% -$1.69M 0.03% 358
2025
Q2 		$25.7M Sell
416,759
-17,623
-4% -$1.04M 0.04% 344
2025
Q1 		$25.9M Sell
434,382
-14,219
-3% -$888K 0.04% 328
2024
Q4 		$28M Sell
448,601
-29,623
-6% -$1.9M 0.04% 322
2024
Q3 		$29.8M Sell
478,224
-19,866
-4% -$1.19M 0.05% 317
2024
Q2 		$28.8M Sell
498,090
-24,897
-5% -$1.46M 0.04% 330
2024
Q1 		$31.9M Sell
522,987
-13,573
-3% -$780K 0.05% 317
2023
Q4 		$30.8M Sell
536,560
-26,168
-5% -$1.35M 0.05% 313
2023
Q3 		$28.6M Sell
562,728
-64,478
-10% -$3.43M 0.05% 321
2023
Q2 		$33.2M Sell
627,206
-23,554
-4% -$1.17M 0.06% 302
2023
Q1 		$32.4M Sell
650,760
-17,227
-3% -$889K 0.06% 299
2022
Q4 		$32.5M Sell
667,987
-1,229
-0.2% -$59.9K 0.06% 292
2022
Q3 		$29.4M Sell
669,216
-40,757
-6% -$1.98M 0.06% 292
2022
Q2 		$32.6M Sell
709,973
-44,913
-6% -$2.28M 0.06% 288
2022
Q1 		$41.3M Sell
754,886
-18,041
-2% -$979K 0.07% 266
2021
Q4 		$43.5M Sell
772,927
-19,202
-2% -$1.06M 0.07% 271
2021
Q3 		$41.2M Sell
792,129
-159,945
-17% -$8.42M 0.07% 267
2021
Q2 		$49.9M Sell
952,074
-201,729
-17% -$10.7M 0.08% 236
2021
Q1 		$58.8M Sell
1,153,803
-113,566
-9% -$5.45M 0.1% 207
2020
Q4 		$55.1M Sell
1,267,369
-201,834
-14% -$8.02M 0.11% 204
2020
Q3 		$50.2M Sell
1,469,203
-233,810
-14% -$8.04M 0.11% 194
2020
Q2 		$55.5M Sell
1,703,013
-154,088
-8% -$4.7M 0.12% 180
2020
Q1 		$49.1M Sell
1,857,101
-203,995
-10% -$7.55M 0.13% 169
2019
Q4 		$86.8M Buy
+2,061,096
New +$83.9M 0.18% 131

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Truist Financial's EZM Position: Q2 2026 in Review

Truist Financial increased its WisdomTree US MidCap Fund (EZM) stake by 5.1% in Q2 2026, buying an estimated $1.63M and bringing the position to 461,410 shares worth $35M. The position accounts for 0.04% of the portfolio, ranked #319.

Truist Financial first reported a position in EZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $86.8M in Q4 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Truist Financial held 461,410 shares of WisdomTree US MidCap Fund worth $35M as of Q2 2026.
  • Truist Financial bought 22,485 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.63M.
  • WisdomTree US MidCap Fund made up 0.04% of Truist Financial's portfolio in Q2 2026, its #319 holding.
  • Truist Financial first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's WisdomTree US MidCap Fund position peaked at $86.8M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.