WhitTier Trust Company’s WisdomTree US MidCap Fund EZM Stock Holding History

WhitTier Trust Company’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	$61.1K	Hold	900	–	–	﹤0.01%	682
2025 Q4	$62K	Hold	900	–	–	﹤0.01%	673
2025 Q3	$59.8K	Hold	900	–	–	﹤0.01%	655
2025 Q2	$55.6K	Hold	900	–	–	﹤0.01%	758
2025 Q1	$53.6K	Hold	900	–	–	﹤0.01%	751
2024 Q4	$56.3K	Hold	900	–	–	﹤0.01%	727
2024 Q3	$56.1K	Hold	900	–	–	﹤0.01%	723
2024 Q2	$52K	Hold	900	–	–	﹤0.01%	696
2024 Q1	$54.9K	Hold	900	–	–	﹤0.01%	668
2023 Q4	$51.6K	Hold	900	–	–	﹤0.01%	675
2023 Q3	$45.7K	Hold	900	–	–	﹤0.01%	664
2023 Q2	$47.6K	Hold	900	–	–	﹤0.01%	687
2023 Q1	$44.8K	Buy	+900	New	+$46.4K	﹤0.01%	684

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

WhitTier Trust Company's EZM Position: Q1 2026 in Review

WhitTier Trust Company held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 900 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

WhitTier Trust Company first reported a position in EZM in Q1 2023 and has held it in 13 quarters since. The position peaked at $62K in Q4 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

WhitTier Trust Company held 900 shares of WisdomTree US MidCap Fund worth $61.1K as of Q1 2026.
WhitTier Trust Company left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #682 holding.
WhitTier Trust Company first reported a position in WisdomTree US MidCap Fund in Q1 2023 and has held it in 13 quarters since.
WhitTier Trust Company's WisdomTree US MidCap Fund position peaked at $62K in Q4 2025.
171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.