Wells Fargo’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.74M | Buy |
115,106
+23,451
| +26% | +$1.62M | ﹤0.01% | 2232 |
|
|
2025
Q4 | $6.12M | Sell |
91,655
-3,959
| -4% | -$261K | ﹤0.01% | 2479 |
|
|
2025
Q3 | $6.3M | Sell |
95,614
-1,613
| -2% | -$104K | ﹤0.01% | 2386 |
|
|
2025
Q2 | $6.01M | Sell |
97,227
-726
| -0.7% | -$42.7K | ﹤0.01% | 2329 |
|
|
2025
Q1 | $5.84M | Sell |
97,953
-33,064
| -25% | -$2.06M | ﹤0.01% | 2279 |
|
|
2024
Q4 | $8.19M | Sell |
131,017
-865
| -0.7% | -$55.4K | ﹤0.01% | 2039 |
|
|
2024
Q3 | $8.22M | Buy |
131,882
+703
| +0.5% | +$42.2K | ﹤0.01% | 1993 |
|
|
2024
Q2 | $7.58M | Sell |
131,179
-532
| -0.4% | -$31.1K | ﹤0.01% | 1950 |
|
|
2024
Q1 | $8.04M | Buy |
131,711
+5,705
| +5% | +$328K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $7.23M | Buy |
126,006
+6,111
| +5% | +$316K | ﹤0.01% | 1949 |
|
|
2023
Q3 | $6.08M | Buy |
119,895
+4,711
| +4% | +$251K | ﹤0.01% | 1971 |
|
|
2023
Q2 | $6.1M | Sell |
115,184
-21,239
| -16% | -$1.05M | ﹤0.01% | 1988 |
|
|
2023
Q1 | $6.79M | Sell |
136,423
-5,101
| -4% | -$263K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $6.88M | Buy |
141,524
+22,684
| +19% | +$1.11M | ﹤0.01% | 1820 |
|
|
2022
Q3 | $5.23M | Sell |
118,840
-36,240
| -23% | -$1.76M | ﹤0.01% | 1969 |
|
|
2022
Q2 | $7.13M | Buy |
155,080
+32,059
| +26% | +$1.62M | ﹤0.01% | 1805 |
|
|
2022
Q1 | $6.73M | Buy |
123,021
+8,032
| +7% | +$436K | ﹤0.01% | 2189 |
|
|
2021
Q4 | $6.47M | Sell |
114,989
-26,625
| -19% | -$1.46M | ﹤0.01% | 2303 |
|
|
2021
Q3 | $7.37M | Buy |
141,614
+4,961
| +4% | +$261K | ﹤0.01% | 2498 |
|
|
2021
Q2 | $7.16M | Sell |
136,653
-10,239
| -7% | -$542K | ﹤0.01% | 2520 |
|
|
2021
Q1 | $7.48M | Buy |
146,892
+396
| +0.3% | +$19K | ﹤0.01% | 2462 |
|
|
2020
Q4 | $6.37M | Sell |
146,496
-41,331
| -22% | -$1.64M | ﹤0.01% | 2501 |
|
|
2020
Q3 | $6.42M | Sell |
187,827
-7,573
| -4% | -$261K | ﹤0.01% | 2274 |
|
|
2020
Q2 | $6.37M | Sell |
195,400
-33,254
| -15% | -$1.01M | ﹤0.01% | 2239 |
|
|
2020
Q1 | $6.04M | Sell |
228,654
-133,577
| -37% | -$4.94M | ﹤0.01% | 2089 |
|
|
2019
Q4 | $15.2M | Sell |
362,231
-22,256
| -6% | -$906K | ﹤0.01% | 1638 |
|
|
2019
Q3 | $15.2M | Buy |
384,487
+2,606
| +0.7% | +$102K | ﹤0.01% | 1624 |
|
|
2019
Q2 | $15.3M | Sell |
381,881
-117,206
| -23% | -$4.65M | ﹤0.01% | 1639 |
|
|
2019
Q1 | $19.6M | Sell |
499,087
-21,187
| -4% | -$819K | 0.01% | 1456 |
|
|
2018
Q4 | $17.8M | Sell |
520,274
-85,302
| -14% | -$3.21M | 0.01% | 1440 |
|
|
2018
Q3 | $25M | Buy |
605,576
+2,970
| +0.5% | +$123K | 0.01% | 1363 |
|
|
2018
Q2 | $24.2M | Buy |
602,606
+59,653
| +11% | +$2.37M | 0.01% | 1361 |
|
|
2018
Q1 | $21M | Buy |
542,953
+19,497
| +4% | +$775K | 0.01% | 1422 |
|
|
2017
Q4 | $20.8M | Buy |
523,456
+8,897
| +2% | +$342K | 0.01% | 1421 |
|
|
2017
Q3 | $19.2M | Buy |
514,559
+12,494
| +2% | +$450K | 0.01% | 1451 |
|
|
2017
Q2 | $18M | Buy |
502,065
+30,613
| +6% | +$1.09M | 0.01% | 1458 |
|
|
2017
Q1 | $16.6M | Buy |
471,452
+144,806
| +44% | +$5.07M | 0.01% | 1502 |
|
|
2016
Q4 | $11.2M | Buy |
326,646
+36,954
| +13% | +$1.21M | ﹤0.01% | 1761 |
|
|
2016
Q3 | $9.24M | Buy |
289,692
+96,732
| +50% | +$3.06M | ﹤0.01% | 1822 |
|
|
2016
Q2 | $5.87M | Sell |
192,960
-11,094
| -5% | -$336K | ﹤0.01% | 2197 |
|
|
2016
Q1 | $6.13M | Sell |
204,054
-10,158
| -5% | -$282K | ﹤0.01% | 2153 |
|
|
2015
Q4 | $6.22M | Sell |
214,212
-16,293
| -7% | -$488K | ﹤0.01% | 2180 |
|
|
2015
Q3 | $6.6M | Buy |
230,505
+18,144
| +9% | +$554K | ﹤0.01% | 2111 |
|
|
2015
Q2 | $6.73M | Sell |
212,361
-16,452
| -7% | -$530K | ﹤0.01% | 2204 |
|
|
2015
Q1 | $7.36M | Sell |
228,813
-19,968
| -8% | -$623K | ﹤0.01% | 2112 |
|
|
2014
Q4 | $7.68M | Sell |
248,781
-42,006
| -14% | -$1.26M | ﹤0.01% | 2012 |
|
|
2014
Q3 | $8.48M | Buy |
290,787
+49,038
| +20% | +$1.48M | ﹤0.01% | 1916 |
|
|
2014
Q2 | $7.45M | Buy |
241,749
+30,654
| +15% | +$909K | ﹤0.01% | 2025 |
|
|
2014
Q1 | $6.25M | Buy |
211,095
+61,755
| +41% | +$1.78M | ﹤0.01% | 2173 |
|
|
2013
Q4 | $4.31M | Buy |
149,340
+29,031
| +24% | +$801K | ﹤0.01% | 2363 |
|
|
2013
Q3 | $3.16M | Sell |
120,309
-807
| -0.7% | -$20.6K | ﹤0.01% | 2539 |
|
|
2013
Q2 | $2.9M | Buy |
+121,116
| New | +$2.87M | ﹤0.01% | 2532 |
|
Other funds holding EZM
DC
FIM
CPC
IC
Wells Fargo's EZM Position: Q1 2026 in Review
Wells Fargo increased its WisdomTree US MidCap Fund (EZM) stake by 26% in Q1 2026, buying an estimated $1.62M and bringing the position to 115,106 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2232.
Wells Fargo first reported a position in EZM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25M in Q3 2018. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.
- Wells Fargo held 115,106 shares of WisdomTree US MidCap Fund worth $7.74M as of Q1 2026.
- Wells Fargo bought 23,451 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $1.62M.
- WisdomTree US MidCap Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2232 holding.
- Wells Fargo first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's WisdomTree US MidCap Fund position peaked at $25M in Q3 2018.
- 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.