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Westwood Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Westwood Wealth Management’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 		– Sell
-43,341
Closed -$2.9M – 70
2025
Q4 		$2.9M Buy
+43,341
New +$2.86M 2.18% 10

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Westwood Wealth Management's EZM Position: Q1 2026 in Review

Westwood Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 43,341 shares — an estimated $2.9M sold.

Westwood Wealth Management first reported a position in EZM in Q4 2025 and held it in 1 quarter. The position peaked at $2.9M in Q4 2025. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Westwood Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 43,341 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $2.9M.
  • Westwood Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's WisdomTree US MidCap Fund position peaked at $2.9M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.