World Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

World Investment Advisors’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	$844K	Hold	12,555	–	–	0.01%	765
2026 Q1	$844K	Sell	12,555 -1,953	-13%	-$135K	0.01%	774
2025 Q4	$969K	Sell	14,508 -40	-0.3%	-$2.64K	0.02%	694
2025 Q3	$959K	Buy	14,548 +171	+1%	+$11K	0.02%	577
2025 Q2	$888K	Sell	14,377 -2,145	-13%	-$126K	0.02%	552
2025 Q1	$985K	Sell	16,522 -70,956	-81%	-$4.43M	0.03%	513
2024 Q4	$5.47M	Sell	87,478 -225	-0.3%	-$14.4K	0.15%	160
2024 Q3	$5.47M	Buy	+87,703	New	+$5.26M	0.17%	146

Other funds holding EZM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

World Investment Advisors's EZM Position: Q2 2026 in Review

World Investment Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 12,555 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #765.

World Investment Advisors first reported a position in EZM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.47M in Q4 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

World Investment Advisors held 12,555 shares of WisdomTree US MidCap Fund worth $844K as of Q2 2026.
World Investment Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #765 holding.
World Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's WisdomTree US MidCap Fund position peaked at $5.47M in Q4 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.