William Mack & Associates’s WisdomTree US MidCap Fund EZM Stock Holding History

William Mack & Associates’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 Q3	$138K	Buy	+1,930	New	+$146K	0.04%	137

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

William Mack & Associates's EZM Position: Q3 2026 in Review

William Mack & Associates opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2026: 1,930 shares worth $138K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings.

168 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

William Mack & Associates held 1,930 shares of WisdomTree US MidCap Fund worth $138K as of Q3 2026.
WisdomTree US MidCap Fund was a new William Mack & Associates position in Q3 2026.
WisdomTree US MidCap Fund made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #137 holding.
168 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.