William Blair & Company
EZM icon

William Blair & Company’s WisdomTree US MidCap Fund EZM Stock Holding History

William Blair & 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
Q2 		$506K Sell
6,682
-110
-2% -$7.97K ﹤0.01% 1228
2026
Q1 		$457K Hold
6,792
– – ﹤0.01% 1182
2025
Q4 		$454K Buy
6,792
+284
+4% +$18.8K ﹤0.01% 1181
2025
Q3 		$429K Sell
6,508
-300
-4% -$19.4K ﹤0.01% 1171
2025
Q2 		$421K Sell
6,808
-174
-2% -$10.2K ﹤0.01% 1146
2025
Q1 		$416K Buy
6,982
+1,632
+31% +$102K ﹤0.01% 1137
2024
Q4 		$334K Buy
5,350
+4,585
+599% +$294K ﹤0.01% 1247
2024
Q3 		$47.7K Hold
765
– – ﹤0.01% 1641
2024
Q2 		$44.2K Hold
765
– – ﹤0.01% 1615
2024
Q1 		$46.7K Hold
765
– – ﹤0.01% 1604
2023
Q4 		$43.9K Hold
765
– – ﹤0.01% 1594
2023
Q3 		$38.8K Hold
765
– – ﹤0.01% 1613
2023
Q2 		$40.5K Hold
765
– – ﹤0.01% 1617
2023
Q1 		$38.1K Hold
765
– – ﹤0.01% 1608
2022
Q4 		$37.2K Hold
765
– – ﹤0.01% 1607
2022
Q3 		$34K Hold
765
– – ﹤0.01% 1642
2022
Q2 		$35K Hold
765
– – ﹤0.01% 1669
2022
Q1 		$42K Hold
765
– – ﹤0.01% 1728
2021
Q4 		$43K Hold
765
– – ﹤0.01% 1789
2021
Q3 		$40K Hold
765
– – ﹤0.01% 1702
2021
Q2 		$40K Hold
765
– – ﹤0.01% 1716
2021
Q1 		$39K Sell
765
-798
-51% -$38.3K ﹤0.01% 1687
2020
Q4 		$68K Hold
1,563
– – ﹤0.01% 1591
2020
Q3 		$53K Hold
1,563
– – ﹤0.01% 1499
2020
Q2 		$51K Hold
1,563
– – ﹤0.01% 1441
2020
Q1 		$41K Sell
1,563
-589
-27% -$21.8K ﹤0.01% 1408
2019
Q4 		$91K Hold
2,152
– – ﹤0.01% 1419
2019
Q3 		$85K Hold
2,152
– – ﹤0.01% 1393
2019
Q2 		$86K Sell
2,152
-170
-7% -$6.75K ﹤0.01% 1441
2019
Q1 		$91K Buy
2,322
+759
+49% +$29.3K ﹤0.01% 1412
2018
Q4 		$54K Hold
1,563
– – ﹤0.01% 1375
2018
Q3 		$65K Hold
1,563
– – ﹤0.01% 1428
2018
Q2 		$63K Hold
1,563
– – ﹤0.01% 1390
2018
Q1 		$60K Buy
+1,563
New +$62.1K ﹤0.01% 1323

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

William Blair & Company's EZM Position: Q2 2026 in Review

William Blair & Company reduced its WisdomTree US MidCap Fund (EZM) stake by 1.6% in Q2 2026, selling an estimated $7.97K and leaving 6,682 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

William Blair & Company first reported a position in EZM in Q1 2018 and has held it in 34 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • William Blair & Company held 6,682 shares of WisdomTree US MidCap Fund worth $506K as of Q2 2026.
  • William Blair & Company sold 110 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $7.97K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1228 holding.
  • William Blair & Company first reported a position in WisdomTree US MidCap Fund in Q1 2018 and has held it in 34 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.