WA
EZM icon

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
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 $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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