US Bancorp’s WisdomTree US MidCap Fund EZM Stock Holding History

US Bancorp’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	$148K	Hold	1,955	–	–	﹤0.01%	2251
2026 Q1	$131K	Hold	1,955	–	–	﹤0.01%	2233
2025 Q4	$131K	Hold	1,955	–	–	﹤0.01%	2242
2025 Q3	$129K	Buy	1,955 +705	+56%	+$45.5K	﹤0.01%	2228
2025 Q2	$77.2K	Hold	1,250	–	–	﹤0.01%	2568
2025 Q1	$74.5K	Hold	1,250	–	–	﹤0.01%	2540
2024 Q4	$78.1K	Hold	1,250	–	–	﹤0.01%	2514
2024 Q3	$77.9K	Hold	1,250	–	–	﹤0.01%	2524
2024 Q2	$72.2K	Hold	1,250	–	–	﹤0.01%	2490
2024 Q1	$76.3K	Hold	1,250	–	–	﹤0.01%	2491
2023 Q4	$71.7K	Hold	1,250	–	–	﹤0.01%	2484
2023 Q3	$63.4K	Hold	1,250	–	–	﹤0.01%	2330
2023 Q2	$66.2K	Hold	1,250	–	–	﹤0.01%	2376
2023 Q1	$62.2K	Sell	1,250 -168	-12%	-$8.67K	﹤0.01%	2406
2022 Q4	$68.9K	Hold	1,418	–	–	﹤0.01%	2365
2022 Q3	$62K	Hold	1,418	–	–	﹤0.01%	2421
2022 Q2	$65K	Buy	1,418 +1,250	+744%	+$63.4K	﹤0.01%	2449
2022 Q1	$9K	Hold	168	–	–	﹤0.01%	3402
2021 Q4	$9K	Hold	168	–	–	﹤0.01%	3456
2021 Q3	$9K	Hold	168	–	–	﹤0.01%	3472
2021 Q2	$9K	Hold	168	–	–	﹤0.01%	3437
2021 Q1	$9K	Hold	168	–	–	﹤0.01%	3320
2020 Q4	$7K	Sell	168 -1,620	-91%	-$64.3K	﹤0.01%	3300
2020 Q3	$61K	Buy	1,788 +20	+1%	+$688	﹤0.01%	2309
2020 Q2	$57K	Sell	1,768 -3,000	-63%	-$91.4K	﹤0.01%	2370
2020 Q1	$126K	Buy	4,768 +27	+0.6%	+$999	﹤0.01%	1906
2019 Q4	$200K	Hold	4,741	–	–	﹤0.01%	1820
2019 Q3	$187K	Buy	4,741 +441	+10%	+$17.3K	﹤0.01%	1834
2019 Q2	$172K	Sell	4,300 -604	-12%	-$24K	﹤0.01%	1907
2019 Q1	$193K	Hold	4,904	–	–	﹤0.01%	1827
2018 Q4	$168K	Hold	4,904	–	–	﹤0.01%	1847
2018 Q3	$203K	Buy	4,904 +1,179	+32%	+$49K	﹤0.01%	1861
2018 Q2	$150K	Hold	3,725	–	–	﹤0.01%	2022
2018 Q1	$144K	Hold	3,725	–	–	﹤0.01%	2056
2017 Q4	$148K	Buy	3,725 +725	+24%	+$27.8K	﹤0.01%	2049
2017 Q3	$112K	Hold	3,000	–	–	﹤0.01%	2167
2017 Q2	$107K	Hold	3,000	–	–	﹤0.01%	2152
2017 Q1	$106K	Hold	3,000	–	–	﹤0.01%	2119
2016 Q4	$103K	Hold	3,000	–	–	﹤0.01%	2103
2016 Q3	$96K	Hold	3,000	–	–	﹤0.01%	2113
2016 Q2	$91K	Hold	3,000	–	–	﹤0.01%	2094
2016 Q1	$90K	Sell	3,000 -1,824	-38%	-$50.7K	﹤0.01%	2067
2015 Q4	$140K	Buy	4,824 +3,000	+164%	+$89.9K	﹤0.01%	1872
2015 Q3	$52K	Hold	1,824	–	–	﹤0.01%	2436
2015 Q2	$58K	Hold	1,824	–	–	﹤0.01%	2460
2015 Q1	$59K	Hold	1,824	–	–	﹤0.01%	2460
2014 Q4	$56K	Hold	1,824	–	–	﹤0.01%	2465
2014 Q3	$53K	Buy	+1,824	New	+$55.2K	﹤0.01%	2458

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

US Bancorp's EZM Position: Q2 2026 in Review

US Bancorp held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 1,955 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

US Bancorp first reported a position in EZM in Q3 2014 and has held it in 48 quarters since. The position peaked at $203K in Q3 2018. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

US Bancorp held 1,955 shares of WisdomTree US MidCap Fund worth $148K as of Q2 2026.
US Bancorp left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of US Bancorp's portfolio in Q2 2026, its #2251 holding.
US Bancorp first reported a position in WisdomTree US MidCap Fund in Q3 2014 and has held it in 48 quarters since.
US Bancorp's WisdomTree US MidCap Fund position peaked at $203K in Q3 2018.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.