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

Waverly 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
Q2 		$758K Sell
10,005
-1,175
-11% -$85.1K ﹤0.01% 986
2026
Q1 		$752K Sell
11,180
-598
-5% -$41.3K 0.01% 920
2025
Q4 		$787K Sell
11,778
-658
-5% -$43.5K 0.01% 838
2025
Q3 		$820K Sell
12,436
-198
-2% -$12.8K 0.01% 696
2025
Q2 		$780K Sell
12,634
-2,217
-15% -$131K 0.01% 682
2025
Q1 		$885K Sell
14,851
-487
-3% -$30.4K 0.01% 635
2024
Q4 		$959K Sell
15,338
-183
-1% -$11.7K 0.01% 521
2024
Q3 		$968K Sell
15,521
-638
-4% -$38.3K 0.02% 453
2024
Q2 		$934K Sell
16,159
-237
-1% -$13.9K 0.02% 441
2024
Q1 		$1M Buy
+16,396
New +$942K 0.02% 367

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Waverly Advisors's EZM Position: Q2 2026 in Review

Waverly Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 11% in Q2 2026, selling an estimated $85.1K and leaving 10,005 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Waverly Advisors first reported a position in EZM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q1 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Waverly Advisors held 10,005 shares of WisdomTree US MidCap Fund worth $758K as of Q2 2026.
  • Waverly Advisors sold 1,175 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $85.1K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #986 holding.
  • Waverly Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's WisdomTree US MidCap Fund position peaked at $1M in Q1 2024.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.